Update line item via workflow

HubSpot Ideas

Status: Idea Submitted

1

Right now, it is not possible to copy line items from one deal to another, to update custom fields on a line item on a deal based on activity on the line item itself, etc. This is incredibly limiting for those wanting to add advanced functionality to line items such as custom calculate contract information, or doing something as basic as copy line items to a renewal deal.

I am requesting that line items be added to workflows and behave similarly to other objects like deals.

2

@PLachance8 hello!

I completely understand your frustration - managing and automating line items in HubSpot can be very limiting out of the box. That’s exactly why we built LineNer, a certified HubSpot app designed specifically to handle everything around line items.

With LineNer, you can:

  • Copy line items from one deal to another
  • Update line item properties and custom fields via workflows
  • Automate processes around renewals, contract calculations, and more

LineNer has also been recognized by HubSpot as an award-winning product (together with Zestey Consulting), and our users love how much flexibility it gives them in managing line items.

If this sounds like what you’re looking for, you can check it out here: HubSpot Marketplace

Best,

J