How to edit properties on deal line items

[jj12stars]

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).

[JohnMaret · Accepted solution]

Hello @jj12stars 

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.

Cheers!

John

[JohnMaret]

here are how that looks like, pick action > pick propreties to adjust and run

[BérangèreL]

Hi @jj12stars, I hope that you are well!

Thanks for asking the HubSpot Community!

I have found for you these similar threads that might help you:

- The solution from @DBox83 on this post "Editing line item properties in bulk"
- The solution from @zach_threadint on this post "Change the metadata of Line Item property"
- The reply from @himanshurauthan on this post "Using "Set property value" for Line Items"

I hope this helps!

Have a lovely day!

Best,
Bérangère

[TKrypas]

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You can automate this process using HubSpot Workflows and Custom Code Actions (if needed).

Here’s how to do it efficiently:

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Use a Workflow to Update Line Items

If your SKUs follow a pattern, you can create a workflow to automatically update specific line items after they are added.

Steps:

1. Go to HubSpot > Automation > Workflows
2. Click Create Workflow > From Scratch
3. Select Object Type: Line Item (since you’re modifying line items)
4. Set Enrollment Triggers:
   • Choose "Line Item SKU" contains X (filter for specific SKUs)
   • Add other conditions if needed (e.g., "Deal Stage is X")
5. Set an Action:
   • "Set Property Value" → Choose the property you need to update.
   • Define the new value (e.g., category, discount, etc.).
6. Turn on the Workflow 🎉

👉 Limitation: HubSpot’s default workflows for line items are limited in actions (e.g., they can't use if/then branches for deep customization).

Use a Third-Party Tool Like Make/Zapier

If you're already using Zapier or Make (Integromat), you can:

1. Trigger an action when a line item is added to a deal.
2. Check if SKU matches.
3. Update the line item using HubSpot API.

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Best Practice Recommendation 🚀

✅ Use Workflows if conditions are simple.
✅ Use Custom Code if you need flexibility.
✅ Use Zapier/Make for external automation.

Let me know if you need help with the setup! 😊

[jj12stars]

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?