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!

HubSpot updates
Status updated to: Being Reviewed
May 28, 2021

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

Mar 16, 2021

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

Status updated to: In Planning
Mar 9, 2021

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.

 

Screen Shot 2021-03-09 at 3.13.18 PM.png

 

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

 

Thank you!

Megan

Status updated to: Being Reviewed
Dec 2, 2020

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.

Oct 21, 2020

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

Status updated to: Being Reviewed
Apr 23, 2020

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

79 Replies
leobarbieri
Member

Yes. Would be just excelent, because is a powerful thing to do in Automation.

Hey HubSpot DEVs, please, enter products into the Automation.

ErikaJ
Participant | Diamond Partner

Is there any update on this? Being able to associate products with deals would reduce so much friction for many clients who are looking to automate their process. Buy Now button workaround does not work for those with clients in different locations who need different tax brackets applied to each product. 

ChristianM
Participant

Yes- we just ran into this issue too.

Tryign to create deals when contacts are created using product libary and price setup.

Really need this to get hubspot automation moving.

Status updated to: Being Reviewed
MeganLegge
HubSpot Product Team

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

JoshHSoftBank
Participant

Get this updated please.

 

Please spend more development time and resources on Products.

 

Happy to take an call to discuss...

inahury
Participant

Agree, we need to this also! Automation with the ability to apply products would be a time saver!

Brinkos
Member

Please add this, it would benefit greatly the companies that have products to offer

Eastfarm
Participant

I really need this too

JD_Learnerbly
Member

I completely agree. 

When we agree contracts we have TCV (Amount) But then ARR and MRR are different after integrations and onboarding fees. Being able to port this data across would be valuable when working from a renewals or sales pipeline.

vanessahunt
Top Contributor | Partner

I would like to find a way to automate the creation of Deals with Products already associated with them, for popular Deals that are made up of the same Products. I'd also potentially like to automate the creation Currently I believe you can only create Quote and Products manually.

 

This functionality could enable you to offer bundless of products that are frequently sold together.

QDagault
Member

Just a comment to be notified if there are any updates concerning this thread, we really need to be able to use products in workflows as well

Simeinsyd
Member

Any updates with this feature? We definitly need it!!

Axel_Guty
Member

I beg you to add this functionality, the CRM is difficult to use without! Thank you

JakeW
Contributor

We could definitely use this too! We actually have a slightly different use case, but it may come "in scope" if products end up being useable in workflows to begin with (seems like you can't use them as triggers, etc. at all). We want to have a check in place if a rep doesn't add a product to the deal (then just task the rep to remind them to do so), but we can't seem to add that criteria to a trigger currently ...

Clovenhoof
Participant

If this concept could be extended to the chatbot workflows as well that would be amzing for customers being able to self create an estimate/quote from a chat.

danjamescrosby
Participant

We could really use this feature. Similar use case to others - annual renewals. When a deal is set to closed/won we would like to create a new deal with the same products for the following year.

jpc0480
Participant

We can certainly use this too! 

andrewmill
Participant | Platinum Partner

Please add the ability for Products to be added on Deal through workflows or copied between Deals!

leobarbieri
Member

It's benn 2 years since this post was done by a Moderator and with lots of reply and HubSpot do not put this obvious feature on.

BRXPerformance
Member

You would think a company with a 12.8 billion dollar market cap could move a little faster on these issues. It would be great to then send an email with that quote automatically.