Inventory Hub Setup Guide

Inventory Hub is a 100% native HubSpot app that simplifies inventory management by bringing product catalogs, stock tracking, and warehouse operations directly into HubSpot — without switching between multiple platforms.

Manage your products, track available, reserved, and sold stock, and organize inventory across multiple warehouses from one centralized place. With built-in product and SKU management, bulk product imports, and warehouse and bin organization, you can keep your inventory structured and accessible.

Inventory Hub also connects inventory operations with your HubSpot quotes and invoices. Configure automated stock rules to reserve inventory when quotes or invoices are created, release stock when transactions are cancelled or expired, and update sold quantities based on your preferred invoicing process. Stay informed with low-stock alerts and maintain better control over your inventory as your business grows.

Key Capabilities

• 100% Native HubSpot App — Manage inventory directly within HubSpot and keep your product, quote, invoice, and stock operations connected.
• Real-Time Inventory Visibility — Track available, reserved, and sold stock directly from your HubSpot product list and product records.
• Centralized Product Catalog & SKU Management — Organize products with categories, unique SKUs, pricing, tax details, images, product types, and units of measure.
• Bulk Product Upload/Import — Import multiple products using CSV files and simplify product catalog management.
• Warehouse and Bin Management — Manage multiple warehouses and organize stock across aisles, racks, shelves, and bins.
• Automated Stock Reservation & Release — Automatically reserve stock and release quantities when quotes or invoices are rejected, expired, cancelled, or voided.
• Quote & Invoice-Based Inventory Automation — Configure stock rules to control when inventory is reserved or marked as sold based on quote creation, invoice creation, or invoice payment.
• Low-Stock Alerts — Get warnings when available inventory reaches or falls below your defined safety stock level, helping you plan replenishment on time.

Getting Started with Inventory Hub

1. 1

   Install Inventory Hub from the HubSpot Marketplace

   Find Inventory Hub in the HubSpot Marketplace and connect it to your HubSpot account by granting the required permissions.

2. 2

   Set Up Your Product Catalog

   Add products manually or import them in bulk using a CSV file. Organize products with categories, SKUs, pricing, and other relevant details.

3. 3

   Configure Your Warehouses and Storage Locations

   Add your warehouses and define their addresses, aisles, racks, shelves, and bin locations to organize your inventory.

4. 4

   Add Stock and Configure Inventory Rules

   Add stock to your warehouses and configure when inventory should be reserved or marked as sold based on your quote and invoice processes.

5. 5

   Start Managing Your Inventory

   Monitor available, reserved, and sold quantities, track stock movements, and stay informed with low-stock warnings directly within HubSpot.

Manage Your Inventory Without Leaving HubSpot

Inventory Hub brings inventory tracking and warehouse management closer to your sales operations. Connect your products, stock levels, quotes, and invoices to simplify inventory management and maintain better visibility across your business.

To ensure Inventory Hub works correctly and provides a seamless inventory management experience within HubSpot, the following permissions are required during installation:

CRM & Product Management Permissions

• Products — View, create, edit, and delete products in the HubSpot Products Library.
• Line Items — View, create, edit, and delete line items associated with CRM records.
• Deals — View deal properties and other relevant deal details required for inventory-related operations.
• Custom Objects — View, create, edit, and delete custom object records in the CRM.
• Custom Object Definitions — View and manage custom object definitions, including their properties and pipelines.

Inventory & Sales Operations Permissions

• Invoices — View, create, edit, and delete invoice records to support inventory tracking and stock updates.
• Quotes & Quote Templates — View properties and details related to HubSpot quotes and quote templates.
• Ecommerce Features — Access HubSpot ecommerce-related features required for inventory and product management.
• Workflows — Access workflows to support automated inventory operations and stock management processes.

Account Information Permissions

• Account Details — Access basic HubSpot account information, including the primary domain and user email details.

Follow these steps to install Inventory Hub in your HubSpot account.

1. 1

   Go to the HubSpot Marketplace

   Open the HubSpot Marketplace and search for Inventory Hub.

   Screenshot A1: Searching for Inventory Hub in the HubSpot Marketplace
2. 2

   Click Install App

   Select Inventory Hub from the search results and click Install App to begin the installation process.

   Screenshot A2: Install App button
3. 3

   Choose Your HubSpot Account

   Select the HubSpot account in which you want to install Inventory Hub. Once selected, click Choose Account.

   Screenshot A3: Choosing a HubSpot account
4. 4

   Review and Grant Permissions

   Review the permissions required by Inventory Hub to access your HubSpot account. Check the authorization box to acknowledge the permissions and click Connect App to proceed.

   Screenshot A4: Reviewing permissions and connecting the app
5. 5

   Access Inventory Hub

   Once the installation is complete, navigate to Connected Apps in your HubSpot account. You can now find and open Inventory Hub from the Connected Apps section and start setting up your inventory management system.

Products

The Products tab allows you to manage your entire product catalog in one place. Add new products, update existing product details, manage SKUs, pricing, product categories, and track available, reserved, and sold stock. You can also import multiple products in bulk using a CSV file.

Categories

The Categories tab helps you organize your products into meaningful groups for easier management and identification. Create, edit, and manage product categories to keep your inventory structured and make it easier to find and manage specific products.

Warehouses

The Warehouses tab allows you to create and manage multiple warehouse locations. Add warehouse details, including address and location coordinates, and organize storage areas using aisles, racks, shelves, and bins. This helps you identify where products are stored and manage inventory across different locations.

Advanced Settings

The Advanced Settings tab allows you to configure how Inventory Hub handles stock management and inventory automation. Define stock rules to decide when inventory should be reserved or marked as sold, based on quote creation, invoice creation, or invoice payment.

Manage Subscription

The Manage Subscription tab allows you to view and manage your Inventory Hub subscription. Check your current plan, review subscription details, and manage your billing or plan-related settings.

Inventory Hub is built and supported by Dean Infotech. For help with Inventory Hub or to share feedback on this guide, contact us below.

Contact us