Products in HubSpot

Products in HubSpot

Sync product information to or from HubSpot.

See Introduction to products and services for more information about Products in Cin7 Core.
See Use Products for more information about how Products are managed and used in HubSpot.
You need a HubSpot Professional subscription to add products to deals and synchronize sales in either direction. You can still create and sync products and customers without a professional susbcription.

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Prerequisites

Access products

Access products in your Cin7 Core account.

  1. Select Integrations from the main menu, then HubSpot.

  2. Select the Products tab. This will look different depending on your sync direction, Export to HubSpot or Import from HubSpot.

Export products to HubSpot

The From Cin7 Core sub-tab is visible on the Products tab if the sync direction is set to Export to HubSpot.

View, filter, and search for your products in Cin7 Core from here. You can list products individually and in bulk.

If you have enabled autosync, any new products or updates to listed products (SKU, Name, Description, Price tier, or Price) will be exported automatically to HubSpot. If auto-sync is disabled, you need to manually export products and updates to listed products.

List or update a product

  1. Click a product from the list.

  2. In the popup window, select a Price tier and Currency for the product.

    • This does not perform currency conversion, it simply sends the price tier value with the currency code to HubSpot.

  3. Click List on HubSpot to export the product. If the product has already been listed, you will have the option to Update the product rather than list.

  

List or update multiple products

List multiple products at once from Cin7 Core to HubSpot.

  1. Use filters or search to show the products that you want to list in bulk.

    • Click Refresh to make sure the inventory list has the most recent information from Cin7 Core.

    • Products in your inventory can be filtered by Category, Product type, and Listing status.

  2. Select Price tier and Currency for the products to export.

    • This does not perform currency conversion, it simply sends the price tier value with the currency code to HubSpot.

  3. Click Start to begin the export to HubSpot.

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Unlink or remove a product from HubSpot

Removing a product from Cin7 Core does not remove it from HubSpot and vice versa.

Click a listed product will give you the option to Unlink the product or Remove from Hubspot.

  • Unlink breaks the mapping between the Cin7 Core product and the HubSpot product, however the product will remain in HubSpot.

  • Remove from HubSpot completely removes the product from HubSpot.

Import products from HubSpot

To Cin7 Core sub-tab is visible on the Products tab if the sync direction is set to Export to HubSpot.

If you have products already imported and linked to Cin7 Core products, they will be listed here. If not, the screen will be blank.

  1. Click Load Products to import all products from HubSpot into Cin7 Core.

  2. If a matching product is found in Cin and HubSpot is master of data this product will be updated with the information from HubSpot.

    • If auto-sync is enabled, any new products or updates to listed products will be imported automatically from HubSpot according to the frequency specified by your auto-sync settings.

Cin7 Core will attempt to map products according to the following rules: First the system tries to match products according to SKU, then by Name. If no matching SKU or name is found, Cin7 Core will create a new product in HubSpot.

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