I wasn't totally clear on how exactly the Deal/Product/Line Items association works. Products are associated to deals through line item objects. Line item objects have the hs_product_id property, which will be the objectId of a product object. The line item object is then associated with a specific deal object. Deals are not directly associated with a Product.
You'll want the deal<->line items association type, which should give you the info you need. Also, here are the docs for the Products API & the Line Items API, for reference:
I am new to Hubspot API. I was looking for this feature (association of products with deals) and looks like I logged into the forums at the right time
We are planning to migrate from Pipedrive to Hubspot soon. I had written an automation code so that when a new deal is created in Pipedrive:
An invoice is created in XERO (our accounting software) - with products and other details form the deal.
the invoice is attached to the deal in Pipedrive.
the invoice is emailed to the client (taking the email address from XERO).
When the payment of the invoice is done in XERO, another automation code does:
deal moves to the "paid" stage for further processing.
Employee emailed with info.
Can the above be done using Hubspot API? Please let me know.
Also, I would like to see an example (if there is one) of how to associate the product with the deal using line item and association API.
I went through the links you provided (thanks for that). I did not understand one thing. If the deal is created manually, and the products added manually to the deal? How will we use the line item API/product API/Association API to get all the products in that deal and their quantity, price etc?
This isn't something that you can do at the moment, but it's definitely something on the team's radar. I don't have any definite timeframes at this stage, but object associations are a much requested feature and product is aware of the current limitations. At the risk of sounding like a broken record, the best thing you folks can do at this stage is to create/upvote posts on the HubSpot Community. While this Developer Forum is more cloesly related to the subject of this request, the Ideas Forum is the place with the highest visibility for both other HubSpot users who might also want this functionality, and the HubSpot product team looking to gauge the desire for a feature/functionality.
@Derek_Gervais my favorite go to guy, do you have any idea on this?? My deals all have money value but I don't know how to assign products to them. Please help, as this seems to be a question asked often and I haven't seen any Hubspot replies.
Agree… we have the same issue and would very much welcome a Product API. Any news that can be shared on an expected timeframe for such an addition to the APIs?