Hi @CarolineO,
Here’s a workaround until HubSpot does this natively.
First, create a custom company property of type Checkboxes (Select multiple options), let’s assume it’s called Line items (company). All your line items should be created as values in this property: Line item 1, Line item 2, Line item 3…
Next, you’d create a deal-based workflow. For this workaround, you need to create one workflow per line item.
Deal enrollment trigger: At least one associated Line Item has Name is equal to any of Line item 1
# The SKU field would also be a suitable trigger.
Set property value: Append a company property Line items (company) of the associated companies with Line item 1
# It’s important that you do not just set the value, it has to be appended. Otherwise, HubSpot will overwrite existing values.
With one workflow per line item, each one will append their values to the new custom property. All line items associated with a company should now show up neatly in this one field.
Lastly, you’d move this new custom property into the company sidebar so that it’s easily visible for your customer team.
This workaround becomes very laborious if you have a large number of products. If that’s the case, you might want to build a workflow for groups of line items instead of single items. Let me know if you need screenshots or more detailed information on any of these steps.
(Also keep in mind that this field will not update when companies stop using a certain product or cancel a service.)
Best regards!