Sales Integrations

ASłowik
メンバー

Looking for a solution to add line items in HubSpot deals

解決

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!

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james-portant
解決策
投稿者

Looking for a solution to add line items in HubSpot deals

解決

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... 

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RSchweighart
解決策
トップ投稿者

Looking for a solution to add line items in HubSpot deals

解決

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. 

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3件の返信
RSchweighart
解決策
トップ投稿者

Looking for a solution to add line items in HubSpot deals

解決

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 いいね!
RSchweighart
トップ投稿者

Looking for a solution to add line items in HubSpot deals

解決

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 いいね!
james-portant
解決策
投稿者

Looking for a solution to add line items in HubSpot deals

解決

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...