Use the Add line item workflow action to associate specific products with deals in workflows. For example, you may want to automatically add a line item to a deal whenever the deal reaches a specific stage in your deal pipeline.
Please note: this action is only available in deal-based workflows.
- In your HubSpot account, navigate to Automation > Workflows.
- Click the name of an existing deal-based workflow or create a new deal-based workflow.
- Set your enrollment triggers.
- Click the + plus icon to add an action.
- In the left panel, click to expand the CRM section. Then, click Add line item to deal.
- Configure the Add line item to deal action:
- Deal: choose to associate the line items with the enrolled deal or a different associated deal.
- Product: select the line item that you'd like to associate with the deal. Learn more about creating and managing products.
- Quantity: select the number of products that you'd like to associate with the deal.
- After setting up your action, at the top, click Save.
- Continue setting up your workflow.
Workflows
Marketing Hub
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Sales Hub
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Service Hub
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Data Hub
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Smart CRM
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Commerce Hub
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