Each time the RevOps deal is saved, line items on your deal will synchronize to HubSpot as custom line items on the associated HubSpot deal.
Line Item data from RevOps will synchronize to the following HubSpot fields:
In addition to the built-in mappings above, you may also choose to synchronize additional data from RevOps to the HubSpot Line Item. To do this, you must first create the property on the Product object.
Once the property has been created, head over to RevOps's HubSpot Integration Settings. Click on "Add new mapping" and select the field in RevOps that you would like to sync to your newly created Property.
Some common custom line item mappings include:
Line Items do not have to exist on your HubSpot Deal to start quoting your customers in RevOps. However, if there are Line Items on the HubSpot Deal, when creating a deal with RevOps, these line items will be import.
Line items from HubSpot will only be imported the first time the HubSpot deal is associated with the RevOps deal.
If line items are imported from HubSpot, any adjustments made to pricing while quoting with RevOps will be synchronized back to HubSpot.
To import your line items from HubSpot, data will be imported and synchronized in the following ways: