How to Setup and Use HubSpot Products

HubSpot products is a feature in sales pro and enterprise that can help you create a product library of the goods and services you sell, and then associate those products to deals. This helps you track what you're selling, but also makes it possible to streamline your deal configuration, ensure consistency, and save a ton of time.
In this video, we'll show you how to create and manage HubSpot products in the product library, and also touch on line items and quote functionality.
0:00 Introduction
0:57 How to add a product in Hubspot
1:47 Importing products
2:11 How products and deals work together
2:32 Using line items for products
4:08 Option to create a quote from the deal with the product associated
4:30 Changing product fields or properties
5:23 Adding HubSpot Payment links to your products
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📚ADDITIONAL RESOURCES:
knowledge.hubspot.com/product...
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🎬ABOUT HUBSPOT HACKS:
HubSpot Hacks is a weekly KZbin series hosted by HubSpot Agency SimpleStrat.com. It's full of tutorials, featuring tips, tricks and how-to's from marketers and sales professionals just like you. Whether you need a quick tip or in-depth details about how to put the tool to work, these HubSpot tutorials are sure to help.
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💬QUESTIONS OR FEEDBACK?
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[@HubSpotHacks]

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[@ViswanathGajjala]

Nice video, thanks.

[@HubSpotHacks]

Glad you liked it!

[@gianmarcoynaba5613]

Hello! great video! Is there a way to create line items through an import? Thank you!

[@HubSpotHacks]

Hi Gianmarco, thanks for checking out HubSpot Hacks! HubSpot has a line item import template in their knowledge base here: knowledge.hubspot.com/crm-setup/set-up-your-import-file Scroll down to "Sample import files" and then download the XLSX or CSV template next to Products sample spreadsheet! Make you like and subscribe for all the latest and greatest HubSpot Hacks!

[@salessurgesolutions]

Do glossed over image url and product url. Can you dive into how these work? Are the urls clickable in a quote?

[@HubSpotHacks]

Great question, Melissa! These would be for internal purposes and would not display on the actual quote. This would be a great feature to suggest for future development.

[@sortmyevents10]

Please note that the Payment feature is only available to US customers.

[@HubSpotHacks]

Yes, currently on US customers can use the HubSpot payments. Hopefully in the future we will see more countries added! 🌎