How to Edit Line Items via Workflows in HubSpot

Managing deals effectively in HubSpot often means keeping track of line items accurately and keeping them up to date, especially when you`re working with dozens of deals. 

Line items are like building blocks of deals, they represent products or services tied to specific transactions, defining pricing, terms, and discounts. 

But there’s a catch:  HubSpot doesn’t let you edit these line items automatically through Workflows.  These limitations create extra manual work, slow down your sales process, and increase the risk of human error. 

In this guide, you’ll learn why HubSpot’s standard Workflow doesn’t support line item editing, which options are available, and how to automate this process with one simple, yet powerful app LineNer without writing any code.

📌 What are line items in HubSpot and Why are they important?

Line items represent the products or services associated with a deal, they include critical information such as:

• Products or services name
• Quantity
• Unit price
• Discount 
• Contact terms
• Recurring billing info

Line Items are essential while you’re working with invoice generation, revenue forecasting, customer satisfaction, and reporting accuracy. 

As an example - if you offer your customers products with different subscription plans and fail to update contact terms or prices in time, your customer may get their invoice incorrectly. This little mistake may cost you delayed payments and churn, 

📌 Can you edit line items via Workflow in HubSpot?

The short answer will be: no, you can’t edit line items directly via HubSpot Workflows. HubSpot currently doesn’t offer built-in functionality to modify line item properties - like prices, discounts, or terms through Workflow. You can automate many aspects of deals, but line items remain a manual task unless you implement custom code or third-party solutions. Editing line item properties in bulk using HubSpot workflows.

Without automation, any updates within discounts, new contract terms, and region differences in pricing are manual, time-consuming, and prone to human error. 

Imagine you have 300 open deals and need to increase the discount on particular products by 5%. Opening them manually is crazy work, inefficient, and frustrating.

HubSpot Workflow is a powerful automation tool, where you can trigger emails or tasks, send notifications, or move deals through pipelines but they cannot edit line item records directly because:

1. Line Items are associated objects, not primary objects like deals or contacts.
2. HubSpot Workflow doesn’t have actions that interact with associated line items at this time. 

So as a result, you can`t increase or decrease prices on all line items, change products`s discounts automatically and many more. 

Is there any workaround within HubSpot?

Technically yes. Users have next options:

• Go into each deal record 
• Open line items
• Edit price, discount, or other field. 

And do the same action, good if it`s  5 deals, but what if you have hundreds of them? Nightmare.

• HubSpot allows custom code action in Workflow.
• Developers can write JavaScripte that calls HubSpot’s API and updates line items. 

But you need 

• Developer to write, test, and maintain the script. 
• Server resources or serverless functions.
• Troubleshooting and updates when HubSpot’s API changes. 

• No developer needed
• Easy-to-set-up actions inside workflow. 
• Scale across hundreds of deals.

Install, and set up everything, you’re good, start editing line items right away. For non-technical teams automate processes that previously required coding. It will be much easier to install and start using that to create a whole code and worry about any changes about HubSpot API changes.

📌 Automating Line Item update with Workflow (No-Code Solution)

If you frequently adjust pricing, apply discounts, or update contract terms, doing it by hand in HubSpot isn’t sustainable - especially at scale. 

Here comes the question, how to update line items automatically?

And if you don’t want to code it with your team, in this situation no-code automation comes in. With tools like LineNer, you can streamline your process, automate updates to line items via HubSpot Workflows, and eliminate the need for complex custom-coded solutions.

So let’s break down exactly why you should try using LineNer for editing your line items inside HubSpot Workflows.

1. Editing line item properties in bulk. Update prices, discounts, and terms across hundreds of deals. 
2. Trigger actions in Workflow. Based on deal stages, properties, or custom criteria, 
3. Target-specific products. Update line items with specific product names, SKUs, or categories. 
4. Easy Setup. No coding, no complex configuration - a few clicks and you’re done. 

Enough with words, here is a setup guide on how you can get started with automation line item updates in HubSpot Workflows with LineNer.

Step 1. Install LineNer from HubSpot Marketplace. [See the video guide]

• Go to HubSpot Marketplace.
• Search for LineNer.
• Click Install and grant permissions. 
• You will be redirected to the Setup Guide. 

Step 2. Create or select HubSpot Workflow

• Go to Automation -> Workflows
• Choose an existing workflow or create a new one 

Example: 

• A workflow that triggers when a deal moves to a new pipeline stage 
• A workflow based on deal close date or region 

Step 3. Add LineNer action to your workflow.

• In the workflow editor click + Add Action.

• Select the LineNer card and click Update.

Here, you can choose what product you want to update and what to change.

Choose which line items to update and which properties to update. 

For example, if you’re running a 10% discount promo on all deals that include your Pro Subscription Plan apply it automatically to every deal where that product is listed. 

After reviewing and activating every time the workflow triggers, LineNer will automatically update line items based on your rules. 

📌 How to edit price and term details in HubSpot

Managing pricing and contract terms on the line items is a key part of accurate deals in HubSpot, whether you’re adjusting prices for renewals. Or standardizing terms across multiple deals, precious and speed matter. 

So, HubSpot allows you to edit line items but only manually and on individual deals. To do so you should: 

1. Navigate to the Deals pipeline in HubSpot and open the deal record that you want to modify.
2. Scroll to Line Items and click Edit. Adjust the Price, Quantity, or Discount field if needed. If Applicable update Term Length or Billing Frequency. 
3. Click Save to apply the changes. 

And then you need to do so countless times because HubSpot currently allows you to edit one deal at a time. And sure manual processes increase the risk of errors, inconsistencies, and missed updates. 

Because there’s no automated trigger to ensure prices or terms stay up to date when deal conditions change without custom code. 

Well, we know the solution to this problem - it will be LineNer. LineNer app solves the problem by allowing you to automate price and term updates across multiple deals inside HubSpot,  directly through Workflows. 

What can you update automatically with LineNer?

LineNer automates the editing of price, discount, quantity, and contract term details for line items at scale and with full support for decimals. 

You can write unit prices, discounts, and quantities with precise decimal numbers, which is crucial when:

• Billing by usage or weight (e.g., 2.75 kg, 0.5 hours)
• Offering tiered discounts with fractional percentages (e.g., 12.5%)
• Implementing regional pricing models with exact cents (e.g., $49.95)

So as a result you have two solutions.

Manual: 

• Open each deal, and manually update the line item price and other categories. And repeat 100+ times. 

Or use LineNer:

• Create workflow trigger 
• Add LineNer action to update price, quantity, or discount
• Test and activate, and boom, all deals automatically reflect the new pricing - accurately and instantly. 

📌 Comparing Methods: Custom Code vs LineNer

When should you use Custom Code? 

• You have very unique requirements.
• Need to integrate with the custom internal system beyond HubSpot
• You are ready to manage ongoing maintenance and handle any API changes

When should you use LineNer?

• You want to automate line item updates In HubSpot without custom code
• You’re managing dozens or hundreds of deals that need regular updates.
• You prefer subscription pricing with the ability to stop at any time.
• Ability to use decimal numbers for prices, discounts, and quantities.

You should make a choice but if you want to quickly decide the best way to edit deal line items in HubSpot Workflows it would be LineNer. 

📌 How to get started with LineNer

If you decide to stop manually updating line items via HubSpot Workflow and start automating this process you can get started in less than one hour, 

Follow the next steps to install LineNer and automate your line items update today!

Step 1. Install the LineNer App from HubSpot Marketplace. [See the guide video]

Step 2. Create or select HubSpot Workflow

• Go to Automation -> Workflows
• Choose an existing workflow or create a new one 

Example: 

• A workflow that triggers when a deal moves to a new pipeline stage 
• A workflow based on deal close date or region 

Step 3. Add LineNer action to your workflow.

• In the workflow editor click + Add Action.
• Select the LineNer card from the available actions
• Choose Update Line Item in a Deal 

Step 4. Configure the Line Item Updates

• Select which line items to update 
• Input values with decimal numbers if needed.
• Review your settings

Step 5. Test and Activate your Workflow

• Run a test, and review the updated line items to confirm changes.
• Activate your Workflow.

LineNer will handle the rest - automatically updating line items on all deals that meet your workflow conditions. 

Why you should get started today? 

It will:

• Save hours of manual work
• Ensure accuracy and consistency
• No coding, no developers
• Fantastic support team ready to help and add new features
• Trusted by sales teams and operations leaders across industries. 

Try LineNer today! You can install the LineNer app here: https://ecosystem.hubspot.com/sv/marketplace/apps/add-line-item-to-deal-linener 

More information about LineNer can be found here: https://www.4crms.com/linener?utm_source=how-to-edit-line-items-via-workflow&utm_medium=blog&utm_campaign= 

To contact us click here:  https://www.4crms.com/contact-us?utm_source=how-to-edit-line-items-via-workflow&utm_medium=blog&utm_campaign=website 

P.S. If you`re still doing manual line item edits in 2025….there’s a better way.

Switch to LineNer and automate it all.