Option to automatically add a product to a deal with workflows

[lalexander]

Hi team,

It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals could then be automatically updated to have that product associated with them.

This would reduce friction for sales teams and allow more seamless Deal creation - the teams wouldn't have to go back and add Products later. Thank you!

[lalexander]

Hi everyone - just an update to respond to some of your questions about future work in this area! We definitely hear you and the additional functionality that you'd like to help solve some of these line item use cases. We, on the Automation team, will be working with the Payments team to figure out how we can continue to add more functionality within workflows, but at this point I don't have a clear timeline to share with you. Any updates about these feature requests will be relayed on this thread, though. 

Thanks,

Emma

[lalexander]

Hi All - We have just launched the ability to associate line items when creating a new deal in workflows to all portals with workflows access! I have closed the beta sign up form linked in this thread as you should now all have access. 

I'm going to keep this thread open as there are a few other deal and line item scenarios in workflows mentioned here that we haven't yet solved for.

Thanks,

Emma

[lalexander]

@SamB1 - This is definitely one of the next things we want to accomplish with line items in workflows. We don't have a timeline yet, but will let you know once we have updates to share!

@nwcarlson - I'm not sure I understand your use case here. Do you want to determine how many line items to add from this property? How would you determine which product to add as your line item? 

[lalexander]

@FMaher Correct, this only works when creating a new deal. This is just the first iteration, and we're aware of the need to add to existing deals and the team has started to evaluate how to solve that problem!

[lalexander]

Hi All - My name is Emma Golborne and I'm a Product Manager on the Automation/Workflows team. We've implemented the ability to add line items to deals when using the Create Record action to create a deal in workflows! The next step is to get some beta testers to test it out in private beta before we release more broadly. If you're interested in participating in the beta, please fill out this form. We will then give you access within 36 hours of you submitting the form, but will not let you know once we've given you access so be sure to check in your portal. There's more information in the form, but looking forward to getting your feedback and making this available to everyone.

As always, thanks for your feedback and your help!

[lalexander]

Hey folks - Ethan here, product manager for the Product Library. Apologies for the missed quarter of updates. I didn't mean to leave you hanging. We're very close with this feature, we just continue to hit snags in our testing, but we're actively working on this. I'm hopeful for sometime this quarter (Q3). I will update the thread as soon as the feature begins its rollout.

As I stated in the past, our first release for this feature will allow you to add line items to Deals when creating Deals using the "Create Record" workflow action. Hopefully that stems some of the pain. Later, we will open up Line Items as an object in the "Create Record" action. Though, I can't specify a timeline for that.

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

I won't be doing this for every idea, but most ideas above 100 kudos will get this treatment. Previously, I had been trying to do it for ideas greater than 25 upvotes, but unfortunately the volume is too high to be practical.

[lalexander]

Hey folks - Ethan here, product manager of the Product Library. We've decided to make a little pivot here and I wanted to keep you up to date. We're going to tackle this idea in two stages. The first stage is letting you add Line Items to Deals when they are created via Automation. Based on my research, this should address some of the pain here (not all), and it's an important infrastructure project for us too. <-- you should see this phase sometime in early Q2, though I can't say exactly when. It's being actively worked on, but we have a few internal dependencies so I can't say exactly when it will be released.

The second phase of this project will be adding Line Items to the "Create Record" action. This should address all the pain described above, but it is a bit more complicated given that Line Items need to be created with an association (i.e. to Deals, Quotes, or Payment Links). Line Items cannot exist by themselves, because they're aren't uniquely named and don't store information about when/how/if something was actually purchased. They just store what the item is (e.g. Marketing Hub Enterprise - Annual Subscription, $34,000, SKU: 84745435, Quantity: 1). <-- I can't say for sure when this will be released, but it's top of mind for us this year. 

I hope the "Add Line Item to Deal" via Automation addresses some of the use cases here while we work on "Create Line Item." 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

I won't be doing this for every idea, but most ideas above 25 kudos will get that treatment. Looking forward to getting this feature into your hands!

[lalexander]

Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted to let you know that this is on our roadmap for this quarter and, while I can't give you an exact timeline for release, I would expect that within this quarter or early Q2, you will be able to add a Line Item to a Deal in Workflows. 

This particular feature probably won't have a wide beta. We'll test it it with a dozen or so teams, then we'll just roll it out to everyone on a percentage basis. I'll update this thread when we begin the percentage rollout. 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

I won't be doing this for every idea, but most ideas above 25 kudos will get that treatment. Looking forward to getting this feature into your hands!

[lalexander]

Hi folks,

I’m Megan Legge, a product manager for HubSpot’s workflows tool. I’m coming to you today with an update, that I’ll be moving this idea from In Planning, back to Being Reviewed. We’ve unfortunately hit an unexpected development roadblock that means we’ll need more time before we can deliver this feature, so that when we do, we ensure it’s a high-quality feature that meets your expectations.

Any news about this feature request will be relayed on this thread, so stay tuned.

Best,
Megan

[lalexander]

Hi @abrow ,

In the upcoming change I mentioned, the functionality will be limited to the action to create deal record, and will create a new deal and add specific line items (not copying from another deal). However, we're still digging into other ways we can continue to add more robust line item/deal functionality to workflows, so these additional examples are super helpful. 

Thanks!

Megan

[lalexander]

Hi everyone,

Thanks for your continued feedback and patience. We're actively working on developing this feature, which will be the ability to add line items to deals, when you create deals with workflows, through the Create record action.

I'll post another update when we have more specific information about the launch of this feature.

Thank you!

Megan

 

[lalexander]

Hey folks - my name is Ethan and I'm the Product Manager responsible for Quotes and the Product Library at HubSpot. This idea is something that's actively on our radar and I'm working with our team to prioritize it. I can't give you a definite date, but workflow actions for Quotes, Products, and Line Items is top of mind for us going into 2021.

[lalexander]

Hi all,

This is still on our radar, though there are a couple blockers we need to deal with before we could implement something like this. We'll continue to explore our options, as we know this is a need many of you have. I appreciate the continued feedback and use case specifics, which help us ensure we're working on the right solution.

Best,

Megan

[lalexander]

Hi everyone,

I’m Megan Legge, a product manager for HubSpot’s workflows tool. Thanks for the comments and feedback! We're currently investigating our options and ability to enable this requested feature. I will follow up when we have more information.

Best,

Megan

[JLacaze]

Right Megan, I don't know how Hubspot can call themselves a decent CRM
without this functionality...
Have never seen that honestly!

[amydyv]

This is such an important feature! I love Hubspot but the lack of association between objects when using workflows is terrible. The fact that Line Items basically live in a separate world from all other types of objects is really limiting. I think it's very weird, seeing as to how well the Custom Report Builder is able to associate different types of objects.

This feature is needed within our organization in order to:

1. Trigger a workflow when a new form is submitted (Basically used as an Order Form)

2. Ticket is automatically created based on the Form Submission

3. Based on the ticket properties a Deal should be automatically created

4.  We are able to set the correct Deal Products based on similar Ticket Properties (Routed using If/Then Branch)

[PLundMortense]

Following

[cbalhorn]

If you're looking for a solution before HubSpot creates it, MakeWebBetter just created a plugin for my company to achieve this. Set whichever Deal triggers, and then this workflow action adds products to the line items of the Deal. 

[iamathlete]

As a tangent to this idea, one of our clients' ecommerce is handled outside of the Hubspot ecosystem. When something is sold, the data is populated into Hubspot and then we automate the creation of a deal.  We really need the ability to link product(s) to the deal via automation based on the property values (e.g. if "Last Product Purchased SKU" = "594" then add Product "594" to Deal.

[ethankopit]

Hey folks - my name is Ethan and I'm the product manager for the Products and Line Items team. I just wanted to let you know that this is on our roadmap for this quarter and, while I can't give you an exact timeline for release, I would expect that within this quarter or early Q2, you will be able to add a Line Item to a Deal in Workflows. 

This particular feature probably won't have a wide beta. We'll test it it with a dozen or so teams, then we'll just roll it out to everyone on a percentage basis. I'll update this thread when we begin the percentage rollout. 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

I won't be doing this for every idea, but most ideas above 25 kudos will get that treatment. Looking forward to getting this feature into your hands!

[HubLove]

HI Ethan,
Thank you for the update on this. This is a really important function in
order for us to start using products and line items.
I would love to be part of the beta if you are looking for volunteers.

[cwh8944]

Thanks for the update Ethan! This is critical for our business and HubSpot configuration as well. Please consider us for the beta, and let me know if you would like any information regarding our use case.

[SOMeagher]

This is a great idea.

We sell one-off high ticket-item products (townhouses). I'm trialling creating each townhouse as a product but would like to automatically create a deal for this product once the availabile-for-sale date is known. Will the planned update include the abilty to create deals basedon products? Or is it limited to being able to automaticaly associate a product to a deal? 

Thanks

[ssaiz]

Really good idea and completely necessary! Thanks!!!

[TPapen]

I am trying to automatically get a deal amout on my deals which are created by my workflows (triggered basically by a customer submitting a form). The only ways I can think of to make this happen are:

- Add a line item to the deal automatically as discussed above, the customer enters the amount they need so I can capture that as well

- I was thinking if I could just set deal amount based on a multiplication. I only sell 1 product at 1 price basically. However, It seems like I need Operations Hub professional for this which seems major overkill to pay for, just to do 1 multiplication.

Would there be any other way to get this done (within the Hubspot ecosystem?), at least untill they release adding line items automatically?

[HubLove]

Hi TPapaen!
You can automatically assign an amount to any new deal created by using the Create New Record (Deal) function and then Set Deal Property. Unfortunately, this would be a set amount. 

There is a new offering coming out from Aptitute 8 that may have a solution to do this with products and line items. Here is a link to the webinar they are having today on it: https://events.hubspot.com/events/details/hubspot-hubspot-academy-presents-custom-quotes-template-wo...

We will be using this solution for our deal pipelines.

[JEricsonIII]

Can't wait! Is a BETA available yet.  Workflow party on Deal lines when we have the power to do so!

[BennyP]

Hey @ethankopit many thanks for the feature. This is incredibly useful for users like myself which have subscription management systems integrated onto Hubspot. 

Would the new feature also allow to copy line items which are currently not available as product properties? (E.g. Quantity in our line items cannot be found in the product properties)

As per a month ago you mentioned it could be released end Q1 - do we have an update on whether to expect in March or April? 

[Long_Nguyen]

Hi all,

I have a solution to copy the value from properties in Object Product to properties in Object Deal in Hubspot. My solution requires Zapier to connect with Hubspot.

Contact me via message https://www.linkedin.com/in/nhlong212/ then I will show you how.

[suziedugger]

Hi @BennyP , I have submitted this as an idea a while ago. Feel free to upvote this so we get it on @ethankopit 's radar
https://community.hubspot.com/t5/HubSpot-Ideas/Copy-Product-Information/idi-p/380442

[DParisi]

Highly needed and would be appreciated if this is shipped as promised, latest early Q2

[ethankopit]

Hey folks - Ethan here, product manager of the Product Library. We've decided to make a little pivot here and I wanted to keep you up to date. We're going to tackle this idea in two stages. The first stage is letting you add Line Items to Deals when they are created via Automation. Based on my research, this should address some of the pain here (not all), and it's an important infrastructure project for us too. <-- you should see this phase sometime in early Q2, though I can't say exactly when. It's being actively worked on, but we have a few internal dependencies so I can't say exactly when it will be released.

The second phase of this project will be adding Line Items to the "Create Record" action. This should address all the pain described above, but it is a bit more complicated given that Line Items need to be created with an association (i.e. to Deals, Quotes, or Payment Links). Line Items cannot exist by themselves, because they're aren't uniquely named and don't store information about when/how/if something was actually purchased. They just store what the item is (e.g. Marketing Hub Enterprise - Annual Subscription, $34,000, SKU: 84745435, Quantity: 1). <-- I can't say for sure when this will be released, but it's top of mind for us this year. 

I hope the "Add Line Item to Deal" via Automation addresses some of the use cases here while we work on "Create Line Item." 

As a sidenote, I'll be updating the top Ideas associated with Products and Line Items ~once per quarter going forward. I will include (1) whether or not a feature is on the roadmap for that quarter or not and (2) what our rollout plan for that feature is (e.g. will there be a beta or not). If you have feedback about additional information I could include in these updates, drop a note here. If I see a theme, I'll adjust my updates to address that.

I won't be doing this for every idea, but most ideas above 25 kudos will get that treatment. Looking forward to getting this feature into your hands!

[aleeintellect]

This is great news!  As soon as an MQL is accepted, we auto-create a Deal Record (at $0, just to track progress).  So, using automation to eventually adding a line item to an existing deal object when applicable would definitely be a step in the right direction.  Thanks for the update @ethankopit  - excited to see progress on this front!

[KMurray]

Great update.  We look forward to seeing the progress.