This is technically possibly but becomes challenging when you have multiple line items with different quantities.
Using a deal-based workflow, you would use the CRM > Copy Property Value and then "Edit Data Sources" when choosing the property to copy so that you can choose Line Items for your data source. Quantity is available on data source and you can copy that value to the deal.
Josh
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Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer
Is it not possible to copy line item quantities for multiple line items? There seems to be no way to get to that data and use it other than to just view it on the orders page. @Josh
This is technically possibly but becomes challenging when you have multiple line items with different quantities.
Using a deal-based workflow, you would use the CRM > Copy Property Value and then "Edit Data Sources" when choosing the property to copy so that you can choose Line Items for your data source. Quantity is available on data source and you can copy that value to the deal.
Josh
Did this post help solve your problem? If so, please mark it as a solution.
Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer