Last updated: October 13, 2020
|Sales Hub Professional, Enterprise|
Create a product library of the goods and services you sell, then associate those products with individual deals. Using products, you can easily track what you're selling to your customers, then report on your products using the report builder in your reports tool. You can also create a quote to share with your contacts that includes pricing information about the products.
Associating products with your deals also allows you to use the Line item workflow enrollment trigger to enroll deals based on their associated products.
Please note: any user with Sales Access permissions in any account can view and edit line items on a deal record or when creating a quote. However, you must be a user with Sales Access permissions and Manage product library permissions in a Sales Hub Professional or Enterprise account to create, edit and view products in the product library. Learn more about viewing and editing products in the line item editor.
You can import multiple products, or create an individual product:
After you create products, you can associate them to your deal records to help track what you're selling and how much revenue you're earning from your deals.
Please note: Shopify products synced to HubSpot by the Shopify integration cannot be associated to deals manually.
After you add your products to the deal record, you can edit the product details in the line items editor, including updating the term, unit price, quantity, or add a discount. Learn how to edit products the products associated to a deal in the line items editor.
Adding products to a deal will automatically update the deal amount. In the dialog box, review the new deal totals, then click Confirm changes.
You'll be brought back to the line items editor. In the top left, click Back to deal to navigate back to the deal record.
The products associated with the deal are listed in the Products section on the deal record.
If you are using multiple currencies in your account, learn more about using multiple currencies with your products.
Please note: you can't delete products that are syncing with an e-commerce software.
Once you've created your products, you can organize them into different folders:
To export your products:
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