Create and manage products

Create a product library of the goods and services that you'll sell, and associate them with deals, invoices, payment links, quotes, and subscriptions.

Products can be charged at a flat rate.

Please note: a new product library experience is being rolled out to users in stages. This article references the new product library experience. If you're not seeing the new product library experience, learn how to use the legacy product builder.

Create products

Use the product builder to build out your product catalog. The product builder supports:

• One-time billing.
• Recurring billing.
• Product statuses.

To create a product:

1. In your HubSpot account, navigate to Commerce > Products.
2. In the upper right, click Create product. Or, if you want to add multiple products in bulk, click Import and import products..
3. To edit which properties appear on the product creation form:
   • In the upper left, click Edit this form.
   • Use the checkboxes to select which properties should appear on the form.
   • Click Save.
4. Under Product information, enter the name, SKU, description, Tax category (which will be used to calculate automatic tax rates), and product type. To add an image for the product:
   • Click Browse images to show images uploaded to the files tool. In the right panel, click the image to add it to the template.
   • To add an image from a URL, design an image with Adobe Express, or design an image with Canva, click the down do down arrow on the Upload button and select an option.
     
     
   • To add an image from your device, click Upload, then add an image from your computer.
5. Under Billing details, click the Billing frequency dropdown menu and select the billing frequency.
6. Under Pricing configuration, enter the price of the product in each of your currencies. Click Manage currencies to configure currencies for your account and include them in the pricing configuration.
7. If you don't want to make the product available in deals, invoices, payment links, quotes, or subscriptions after creation, in the upper right, toggle the Active switch off.

Please note: inactive products will still be available in reporting.

8. Click Create, or Create and add another.

Manage products

On the products index page, you can view and filter your products, along with editing, cloning, deleting, and more.

Manage existing products

To manage existing products:

1. In your HubSpot account, navigate to Commerce > Products.
2. To sort products, click the respective column header.
3. To filter the products that are displaying, click Advanced filters. The filters can be used to create customized views to be used individually, or shared with team members. Learn more about filtering records and saving views.
   
   
4. To reorder the table, click the column name and drag it to the desired location.
5. To add or remove table columns, click Edit columns in the top right of the table.
   
   

Edit and clone products

1. To edit a product:
   • Click the product name.
   • For quick changes, update the details in the right panel. Changes you make are autosaved.
   • For more detailed changes, click Actions in the upper right, then select Edit. Make your updates, then click Update product in the upper right.
2. To update multiple products at once:
   • Select the checkboxes next to the products.
   • At the top of the table, click Edit.
   • In the dialog box, click the Property to update dropdown menu and select the property that you want to update. Then, set the new property value and click Update.
3. To clone a product, click the product name, then click Actions in the upper right and select Clone.

Deactivate and delete products

1. To make the product unavailable in deals, invoices, payment links, quotes, and subscriptions, click the product name, then click Actions in the upper right and select Deactivate. Deactivated products will still be available in reporting.
2. To delete a product:
   • Select the checkboxes next to the products.
   • At the top of the table, click Delete.
   • In the dialog box, confirm the number of products to delete, then click Delete.
     
     
   • To restore products that have been deleted in the past 90 days, click Actions in the upper right, then select Restore records. The recycle bin will open in a new browser tab or window. Learn more about restoring records.
     
     

Export products

1. Click Export in the top right of the table.
   
   
2. In the dialog box, enter a name for the export, select the File format, and the Export language. Click Customize to select the properties and assocations to include in the export, then, click Export. The export will be emailed to you, and you'll receive an in-app notification.

Product to deal associations

How products are associated to deals

Products can be associated to deals, to then filter lists and workflows. Products can be associated to deals in the following ways:

• When adding a line item to a deal (excludes custom line items).
• Toggling the Create a new deal for each payment switch on for payment links.
• When creating a quote.
• Using custom coded workflow actions.
• Using the associations API.
• Via an integration.

Association limits

The default association limit is 100,000 deals per product record. To see how many product to deal associations exist in your account:

1. In your HubSpot account, navigate to Data Management > Data Model.
2. Click the Limits tab.
3. In the left sidebar menu, click Associations. Associations above 80% of their limit will display.

4. Click View all to view the individual records on a filtered index page.

If reaching this limit, lists and workflows using the product association filter will no longer update or trigger. In these cases, you can either:

• Change your list or workflow to filter on line items instead of products.

• Create a new product in your library and use this product moving forward (e.g., if you were selling t-shirts, and your existing product was called T-shirt, you could add a new product called T-shirt 2025).