Workflow: Add Custom Line Item To Deal

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

When we create a Deal via workflow, we would like to add a Custom Line Item with text and pricing from a Contact Record field. How do I add a Custom Line Item? (It appears to only permit Products from the Library.)

2

Hi @PMartin_CMB ,

In HubSpot, adding custom line items directly from a workflow is not a native feature since workflows typically pull products from the Product Library. However, you can check out below articles as I believe it is achievable with API:
https://community.hubspot.com/t5/APIs-Integrations/Create-Line-Items-for-a-Deal-during-a-Workflow-Custom-Code-Block/m-p/779255
https://community.hubspot.com/t5/CRM/Workflow-Trigger-based-on-line-items-properties/m-p/534014
https://community.hubspot.com/t5/APIs-Integrations/Create-line-item-and-associate-with-deal-using-Hubspot-hubspot/m-p/862935#M68132
Hope this helps!
Thanks

3

Hi @PMartin_CMB,

This is unfortunately not possible out of the box at this stage. As of now, you would have to go the route of a custom code workflow action (this requires an Operations Hub Professional or Enterprise subscription, you can find example code here: https://community.hubspot.com/t5/APIs-Integrations/Create-Line-Items-for-a-Deal-during-a-Workflow-Custom-Code-Block/m-p/779255) or look into third-party integrations from the HubSpot app marketplace: HubSpot Marketplace

Other users have requested better options in workflow before: https://community.hubspot.com/t5/HubSpot-Ideas/Set-Line-Item-property-in-Workflows/idi-p/661033

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.

Have a great day!

4

Hey @PMartin_CMB,
I’d reccomend chaecking out Line Pilot for this use case: https://www.linepilot.co/ It’s a HubSpot app that can automate line items.
Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in…

5

To offer some diversity, I would like to add the LineNer app. There are also other apps on the App Marketplace that may be worth exploring.

6

Hi @PMartin_CMB,

I want to share a relevant product update here. While you would still pull from existing products, it makes automation of line items a lot easier: HubSpot Login and Sign in

Add Line Items to Deals via Workflow Actions

What is it?

You now have access to a new workflow action that lets you automatically add line items to a deal.

Within a workflow, you can:

  • Select a specific product from your product library
  • Set a quantity
  • Automatically attach that line item to the deal when the workflow runs

This brings product and pricing logic directly into your automations. No manual deal updates required.

Why does it matter?

Before this, adding products to deals required manual work or post-automation cleanup. Now, you can:

  • Fully automate deal setup the moment a trigger fires
  • Ensure consistent products and quantities are applied every time
  • Reduce human error and save time for sales and ops teams
  • Build more advanced revenue workflows (e.g. auto-adding onboarding fees, setup packages, or standard bundles)

This is a huge unlock for automation, especially for teams standardizing how deals are created.

How does it work?

  1. Create or edit a Deal-based workflow
  2. Add the new Add line item to Deal action
  3. Select a product from the product library
  4. Set the default quantity
  5. Publish the workflow

When the workflow runs, a line item is created with the selected product and quantity and associated with the Deal automatically.

Who gets it?

Commerce Hub Professional, Commerce Hub Enterprise, Content Hub Starter, Content Hub Professional, Content Hub Enterprise, Marketing Hub Professional, Marketing Hub Enterprise, Data Hub Professional, Data Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise

Best regards