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

[bgirin]

@EGolborne we're chasing the same solution as @SamB1 and @CDouglas with copying line items from one deal to another

[jaybaum]

Does anyone have a workaround to have a workflow add line items to a deal in a specific stage? 

My team creates deals during the discovery phase and only adds line items once the proposal is in the works. I would love for a worflow to add a line item to the deal once it hits our "proposal in progress" stage so they don't have to go search the product library. 

Unrelated to this thread - but would also love to see a "duplicate line item" button within the line item screen. 

[onvista]

@lalexander @jaybaum @EGolborne 

Thanks for your updates, adding a line item to an already existing deal using Workflows would be immensely helpful.

Regarding calculation of the deal value (monthly and annual recurring revenue).

We've used a workflow to bulk convert custom objects (Subscription objects) into deals.

What we expected so see:

- Deals' annual recurring revenue being the sum of time periods x line item price per period (1 month) SINCE closed-won date of the deal

- Example

• Deal is closed-won since 3 months (Subscription is active since then)
• Deals' associated line item/product is a subscription service for 100€/month, added via workflow 1 week ago
• Deal Annual Recurring Revenue is expected to show 300€ (3 month * 100€)

What we did see:

- Calculation of Annual Recurring Revenue does not start from a deals' closed date (closed-won stage), but from the day the line item has been added to the deal instead.

Is there any misunderstanding?
How to calculate a deals' annual recurring revenue since the day a deal as been marked as closed-won?

[hoffydotcom]

shocked this isn't a basic feature!

[JButterworth]

In my case I have a genral product that is a drop down for the deal, just for general classification, I want if that is selected for it to add line items to the deal that are the minimum you would need for that product or products for example you select "integration 1" as the product, and it automatically adds line items for the base licence, the per door licence and the subscription line items for the "integration 1" product. 

This is to ensure that all SKUs are present on a deal/quote and reduces the risk of something being missed.

[Gryzzly_io]

Totally agree with @onvista 's recap and @hoffydotcom astonishment.

We create deals through hubspot API.
We include data about the customer's choice of pricing in our SaaS platform.
This would need to translate into line items to automate all the calculations resulting from those.

We do not use quote even though we'd like to. But it doesn't fit our required items and doesn't show properly amounts and discounts.

Hence without line items available to change on existing deals thanks to workflow, many properties related to amount, recurring revenue and forecast are useless. And that's a shame !

Hope this changes soon 🙏

[KCTravison]

Yes! Agree, this would be super helpful. We have Deals that have been created based on our Stripe integration and after the Deal is worked, the customer can purchase additional products/upsells through Stripe. It would be great to be able to add those line items to the same Deal using a workflow rather than having to create multiple Deals each time they purchase an upsell or having the Sales team track and add manually as that can get very messy quickly.

[BMaloy2]

I was testing out a trial of Enterprise, and the key to the upgrade was this feature to use the playbook for qualification and then create a quote based on the answers. 

I was shocked when I heard it was not a supported feature from support.   Too bad 

[trangnguyen]

Is there a way to copy line items in a deal over to an upcoming renewal with workflow automations? Right now when we have subscription deals, it only creates a new renewal deal copying over some properties. we would love to be able to copy line items for products over into the upcoming renewal deal so when renewal time is coming up. The deal is set up for sales to work on and provide insights on the line item that was closed the previous year, plus it will give them the opportunity possibly cross or upsell in the renewal. 

[NMiller4]

Hi, is there an update on being able to copy line items to renewal deals?

It says Q3 2022 but I haven't seen anything yet and it's driving me crazy!!

Thanks 

[MartinK]

Totally agree! This is one of the single reason of the limited usability of HS. Manually adding contacts to deals is unworkable. Since deals point to contacts and company alike it's imperative that deal stages are visible at company level. (which also doesn't exist).

[MShah2022]

Absolutely need. It would solve a lot of our problems. Currently we are doing this using Custom codes, but i would really like this functionality to be provided directly by HubSpot such that we can get right of our customer codes. I would like to stick to standard features as much as possible!!!

[D_Azcunaga]

Hello Everyone, 

I believe there are some native integrations that can help solve this. I haven't tested it myself yet but I found Add Line Item to Deal, in the app marketplace and it seems to be able to have a workflow action in deal based workflows. So I believe we could test this to see if we set the right cirterias on the workflows, we can add the line items to the deal once created. 

The other integration I have used before is Associ8, which can associate objects through workflow actions if they have any matching ID number or anything similar. I can definitely help you sort this our. 

I am open to helping tackle these projects if you would like. Let me know, I am available for work. 

[JVal0]

Yes, we would need this feature. Where a workflow is created and line items from the deal in a Pipeline will be copied against the deal to another Pipeline. So we do not have to manually copy Product line items

[AMammarella]

Hi everyone,

looking for a solution to solve this common problem, we have published in the HubSpot marketplace "Add Line Item to Deal" app.
The app adds a new deal-based workflow action that enables you to dynamically include a line item in an already existing deal.

This workflow action grants users the capability to insert the following fields in the associated product:

- SKU of the product to add
- product’s quantity
- line item price
- currency list (USD, EUR, GBP, etc.)

Try it and send us a feedback!
We're constantly working on new features for this app, every feedback would be very helpful.

https://app.hubspot.com/ecosystem/4686929/marketplace/apps/productivity/workflow-automation/deal-lin...

Best,

Alessio

Alessio Mammarella HubSpot Specialist Exelab

333-6580788 alessio.mammarella@exelab.com exelab.com

[MikhailK]

Check out this app for Hubspot, it allows to manage your complete Deal / Product / Quote process via Workflows. Including adding Products to a deal as a line item, generating quotes, associating quotes to contacts/companies, enabling payment methods for a quote, adding taxes etc. https://www.resonatehq.com/hubspot-quote-tools

[DebSchleede]

We also seek the ability to copy line items from one deal to another (or use Line Item tokens in the "Add line item" step of "Create Record - Deal" action) Same as @bgirin and @SamB1 and @CDouglas and others. 

Example Use case: When a Deal is won, a Renewal Deal is automatically needed. We wish to pull Line Items off the original Deal and pre-populate the Renewal Deal.

This is SEMI accomplished right now using "matching filter criteria" branches to read Line Items off the Original Deal before creation ... however creating a branch for EVERY COMBONATION OF LINE ITEMS is not possible. Changes to the product library also breaks this because it is not tokens or copy from the deal

@EGolborne @ethankopit  Last update on October 21, 2022 mentioned the above copy options was in progress. Any more recent updates? Thank you!

[HBevan]

Hi Folks, 

Just dropping in to update you on our app LinePilot - which lets you automatically add products to your deals.

You can easily configure groups of products to add to your deals, triggered when a deal is created, the deal stage changes or through a workflow. The best bit is you can bring in deal properties to use as values AND we de-dupe the line items so you'll always have clean data.

Get started free at https://www.linepilot.co

Thanks

Harry,

Founder @ Weave+Blend

[NDaSilva4]

Hi - any progress on this

[TrujayJay]

Hey HubSpot team... It's been over a year since we've had an update. Any news?