App Tutorial

Add Consulting Services to HubSpot: A Step-by-Step Guide

Jason Gong
App automation expert
Apps used
April 15, 2024

To add a consulting product to HubSpot, navigate to the Commerce section, select Products, click Create product, fill in details, and save. This process utilizes the HubSpot Products and Services Catalog, HubSpot Products Tool, and HubSpot Products API for efficient management.

Streamline your sales and management of consulting services within HubSpot's ecosystem.

Enhance your consulting product management efficiency by automating with Bardeen.

Adding Consulting Product to HubSpot

When it comes to managing your consulting services as products in HubSpot, understanding the platform's capabilities for product management is crucial. HubSpot offers a robust environment for handling various types of products, including consulting services, through its HubSpot Products and Services Catalog, HubSpot Products Tool, and HubSpot Products API. Each of these features serves a unique purpose in the process of adding, managing, and integrating your consulting services into the HubSpot ecosystem.

Automating tasks within HubSpot can significantly enhance your efficiency. Utilize Bardeen to streamline the process of adding and managing consulting products.

HubSpot Products and Services Catalog

The HubSpot Products and Services Catalog is a foundational element for businesses looking to categorize or list their consulting product. It provides a structured approach to organize your offerings, making it easier for your team to manage deals and for customers to understand what you offer. To add a consulting product to the catalog:

  1. Navigate to your HubSpot account and access the Commerce section.
  2. Choose Products from the menu to open the product library.
  3. Click on Create product to start adding your consulting service.
  4. Fill in the necessary details such as product name, SKU (if applicable), description, and pricing. For consulting services, you may choose Service as the product type to categorize it correctly.
  5. Once all information is entered, click Save to add your consulting service to the catalog.

HubSpot Add Products to a Deal

After adding your consulting product to the catalog, you can easily add products to a deal to streamline your sales process. This feature allows you to associate specific consulting services with deals, providing clear insights into what services are being offered in each transaction. To add a product to a deal:

  1. Go to your Deals dashboard within HubSpot.
  2. Open a specific deal or create a new one.
  3. In the deal view, look for the Products section and click on Add products.
  4. Select your consulting service from the catalog and add it to the deal.
  5. Adjust quantities and pricing as needed, then save your changes.
Automate the integration of HubSpot with Salesforce, LinkedIn, and Slack for enriched and efficient multi-channel outreach.

HubSpot Products API

For more advanced customization or integration needs, the HubSpot Products API offers programmatic access to add or manage your consulting products. This API is particularly useful for automating product updates, integrating with external systems, or developing custom applications that interact with your HubSpot product library. To use the Products API:

  1. Ensure you have developer access to your HubSpot account or work with your development team.
  2. Refer to the HubSpot Products API documentation for detailed information on available endpoints and operations.
  3. Use API endpoints to create, update, delete, or manage your consulting products programmatically.
  4. Implement authentication and make API calls from your application to interact with the product library.

By leveraging these features, businesses can effectively manage their consulting services within HubSpot, enhancing both internal operations and customer interactions.

Automate HubSpot Workflows with Bardeen

While manually adding consulting products to HubSpot is a fundamental step in organizing your sales and consulting services, automating your HubSpot processes can significantly enhance efficiency and data accuracy. By leveraging Bardeen's automation playbooks, you can ensure that your product information is seamlessly integrated and updated across your business tools, freeing up time to focus on strategic sales and marketing initiatives.

Here are some examples of how you can automate HubSpot with Bardeen:

  1. Add a new row to Airtable, when a HubSpot product is created: Automate the creation of a new row in Airtable whenever a new product is added to HubSpot, keeping your product information synchronized across platforms.
  2. Copy all HubSpot products to Airtable: Ensure your Airtable base contains a complete, up-to-date list of your HubSpot products by automating the copying process.
  3. Add a new row to a Coda table, when a HubSpot product is created: Similar to Airtable, this playbook automatically adds a new product entry in a Coda table following the creation of a product in HubSpot, facilitating better data management and accessibility.

By implementing these automations, you can significantly increase the efficiency of your sales and marketing operations, ensuring that your team always has access to the most current product information. Start automating by downloading the Bardeen app.

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