HubSpot Ideas


Set Line Item property in Workflows

It would be incredibly helpful to have the ability to set a line item property in a workflow using the "Set property value". Currently, "Line Item" is not an option.


This would help us as we have revenue reporting fields on our line items/products that we'll now have to manually set.

2 Replies
Recognized Expert | Elite Partner

I looked in the "build a Quote" workflow thinking it might be an option in there, and didn't see it there either. This would be good for sales teams increasing efficiency for sure. 




Line Item properties do not seem exposed to workflows and I too would like this ability.


I have this recurring scenario where I encounter something (seemingly basic) I need to do in HubSpot, am unable to achieve it in the product, search the web, and find a community idea post confirming that the functionality I need doesn't exist.  It's frustrating.