HubSpot Ideas

traviskl

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
danmoyle
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. 

eliot_martin
Contributor

+1

 

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.