Sales Integrations

ASłowik
Mitglied

Looking for a solution to add line items in HubSpot deals

lösung

Hi there,


I'm new to HubSpot and currently setting up my workflow.


We run an e-commerce store with a large variety of personalized products. I want to start adding each order from our e-commerce platform as a "closed deal" in HubSpot to track customer purchase patterns.


My goal is to automate this process using n8n, Make.com, or Zapier.

Unfortunately, none of these tools support adding line items to deals.


Do you know of any solutions that would allow me to do this? Or do I need to add line items via a custom script that use HubSpot API?


Thanks for your help!

2 Akzeptierte Lösungen
james-portant
Lösung
Mitwirkender/Mitwirkende

Looking for a solution to add line items in HubSpot deals

lösung

Hey @ASłowik,

I'd reccomend chaecking out Line Pilot for this use case: https://www.linepilot.co/ It's a HubSpot app that can automate line items. 

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in... 

Lösung in ursprünglichem Beitrag anzeigen

RSchweighart
Lösung
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

Looking for a solution to add line items in HubSpot deals

lösung

Hi @ASłowik,

 

This question gets asked fairly regularly of how to automatically associate line items to a deal, so I went ahead and put together a demo/video.

Here's a demo of how I went about it using Zapier. Jump to the 8:26 mark in the video to see the automatic association portion.

 

Let me know if you have any questions or would like to see something else.

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
4 Antworten
JohnMaret
Mitwirkender/Mitwirkende

Looking for a solution to add line items in HubSpot deals

lösung

A simple yet effective way is to take a look and test drive the LineNer app.

 

Full disclosure: I built the app and am looking for feedback and real use cases. I'm not trying to sell it here, just sharing it with the community.

 

Best regards,

John

RSchweighart
Lösung
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

Looking for a solution to add line items in HubSpot deals

lösung

Hi @ASłowik,

 

This question gets asked fairly regularly of how to automatically associate line items to a deal, so I went ahead and put together a demo/video.

Here's a demo of how I went about it using Zapier. Jump to the 8:26 mark in the video to see the automatic association portion.

 

Let me know if you have any questions or would like to see something else.

 

All the Best,

Ryan Schweighart

Whole Hart Impact, LLC

whimpact.co

I help businesses with HubSpot and Zapier. 

0 Upvotes
RSchweighart
Ratgeber/-in | Gold Partner
Ratgeber/-in | Gold Partner

Looking for a solution to add line items in HubSpot deals

lösung

Hi @ASłowik,

 

I am pretty sure we could achieve your desired solution in Zapier without any custom code. What ecommerce platorm are you using? I'd be happy to share detailed steps and would like to tailor it to your ecommerce platform.

0 Upvotes
james-portant
Lösung
Mitwirkender/Mitwirkende

Looking for a solution to add line items in HubSpot deals

lösung

Hey @ASłowik,

I'd reccomend chaecking out Line Pilot for this use case: https://www.linepilot.co/ It's a HubSpot app that can automate line items. 

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...