I have line items coming into Hubspot via an integration. First the integration creates the deal, then it adds the line items. However, there are a couple of properties I need added to the line items AFTER they are added to the deal, but not on all the items, just a few based on SKU. How do I do this without having to click on every item one by one (there can be 40 or more of these items on a deal).
I suggest taking a look at third-party apps to handle that scenario/use case. Explore the LineNer app — it integrates with HubSpot workflows and offers features like adding, deleting, and updating line items and their properties. Basically, you just need to set up a trigger (based on SKU) and tell LineNer which properties to update.
Hi TKrypas , I looked in Workflows, and I don't have an option to select line items. I'm a Marketing Hub Enterprise user and Ops Hub Professional user. Should I be able to trigger workflows from Line Items on deals?