Creating consistent, error-free deals in HubSpot can be time-consuming, especially when your sales team repeatedly adds the same combination of products and services.
Product bundles offer a smart solution: they allow you to pre-define sets of line items and add them in one click or workflow action. In this article, we’ll explain what HubSpot bundles are, what the limitations of native functionality are, and how you can build, use, and manage bundles in HubSpot using workflows.
What Are HubSpot Bundles?
A product bundle is a pre-set group of products and/or services that are typically sold together. Instead of manually adding five or six line items to a deal each time, a bundle lets you add them all at once.
Examples:
- A SaaS company might bundle software, onboarding, and support.
- A marketing agency could bundle a discovery workshop, a monthly retainer, and reporting.
- A hardware provider may sell devices together with accessories and extended warranties.
Bundles simplify sales workflows, reduce manual errors, and create consistency across your pipeline.
Can You Build Bundles in HubSpot Natively?
HubSpot, by default, doesn’t offer true bundle functionality. You can:
- Manually create deals with multiple line items
- Duplicate quotes that include standard combinations
- Use product library items, but without grouped logic.
However, if you want to automate the bundle insertion process—for example, when a deal stage changes or a specific property is set—you'll encounter a limitation.
That’s where workflows come in.
How to Build HubSpot Bundles with Workflows
Using workflows to build bundles allows you to:
- Standardize quoting
- Reduce errors
- Scale operations across sales teams
Tools like LineNer extend HubSpot’s functionality by enabling you to insert entire bundles of line items into deals through a single workflow action.
How it works:
- You define your bundle (e.g., "Onboarding Bundle" or "Premium Hardware Kit")
- Each bundle includes specific line items, including quantity, price, currency, and discount.
- In a workflow, you add the action: Add Bundle to Deal.
- When the workflow is triggered (e.g., deal type = Implementation), the bundle is added automatically.
This process works without any custom code or manual effort.
You can find the Setup Guide on our blog.
Copy Line Items Bundles: An Alternative for Manual Control
If you prefer to add bundles manually from the deal view, without workflows, you can use the Copy Line Items app with the bundles feature.
Key benefits:
- Create reusable bundles of line items
- Add a bundle to any deal manually with a couple of clicks.
- Works inside the HubSpot deal interface
More information you can find in the Setup Guide for Bundles in Copy Line Items.
This is ideal for sales teams who don’t have access to workflows or want to control bundles per deal. Compared to workflow automation, this approach offers more flexibility at the moment of quoting, while still keeping bundles consistent.
Managing Bundles in HubSpot
Once you start using bundles, you’ll want to manage them effectively. Here are some best practices:
- Naming conventions
Use clear, consistent names like SaaS - Growth Bundle or Consulting - Retainer Start Pack. - Centralized structure
Store and manage bundles in one place (e.g., via LineNer’s interface or a shared doc) so your team always uses the latest version. - Version control
If a bundle changes (e.g., price or scope), update the bundle name or version tag to avoid confusion. - Role-based workflows
You might use different bundles for different pipelines, sales reps, or deal types.
Common Use Cases for Bundles in HubSpot
- Speed up the sales process: Add full packages in seconds
- Improve forecasting: Standardized line items help with revenue predictability.
- Reduce onboarding time: New reps can use pre-built packages.
- Enhance customer experience: Quicker, more accurate quotes
Bonus: Combine Bundles with Templates
Imagine using deal templates that:
- Automatically set properties
- Trigger a bundle insertion.
- Assign tasks
- Notify stakeholders
This creates a scalable, semi-automated sales process that saves time and boosts consistency.
For example, a deal created in the "Enterprise" pipeline could:
- Set currency to USD
- Add the "Enterprise SaaS Bundle."
- Assign an onboarding rep.
- Trigger a Slack notification.
All of this can happen in seconds, without a sales rep touching the deal.
Building and managing bundles in HubSpot used to be a manual task. Now, with tools like LineNer, you can automate it entirely. Whether you're managing one product package or dozens, bundling improves speed, accuracy, and sales team efficiency.
If you're looking for a manual option, Copy Line Items provides fast access to predefined bundles within the HubSpot deal view.
Want to try building bundles in HubSpot using workflows?
Try LineNer for free and see how easy it is to bundle.
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