Add Line Item to Deal
Add or Update line items to your existing deals via workflow actions
必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
アクセス権のタイプ Shared Add Line Item to Dealの契約内容 - プラン：Free、またはPro
概要
1/4 - Discover new custom workflow actions
Are you tired of manually adding line items to existing deals? With this application, you get two custom workflow actions that dynamically add line items to a deal or update, in bulk, the line items associated with a deal.
This enables you to have a workflow that adds line items to a deal even when the deal has already been created. Currently, HubSpot automation does not allow this.
Only by subscribing to our Premium Plan you will get access to premium properties update:
Payment types
Billing Frequency
Term in months
Start Date of billing
Up to 5 custom properties valorization
Please keep in mind that this app is designed to help you make the most of workflows. To add the new workflow action, you'll need a HubSpot plan that supports workflows.
Install our app now!
機能
Add or Update line items in your existing deals using workflows
We have developed a new deal-based workflow action that allows you to dynamically add or update in bulk line items in an already existing deal. This workflow action grants users the capability to insert the following fields: - SKU of the product to add - Name - Description - Product quantity - Line item price - Currency list
Interaction with the HubSpot interface
Line items added by this workflow action will typically appear in your HubSpot product listings. This application guarantees seamless interaction with the CRM interface.
Premium Properties
By subscribing to our Premium Plan you will get access to: - Payment type - Billing Frequency - Term in months - Start Date of billing - Up to 5 custom properties (only single-line text, multi-line text, file, calculation, phone number, html properties)
アプリ機能
共有されるデータ
Add line item to deal | ||
Add line item to deal |
確認
4.4
18
4.4
18
- 2026年1月15日
Popham, M.
- 2025年10月24日
取引履歴の追跡ができないもどかしさの影に隠れた、柔軟な製品設計能力
個々の製品をデザインできるため、仕事には非常に便利なツールだが、履歴が保存されていないことが非常に大きな障害となっている
記録の柔軟性、多くのレポート作成の可能性
取引履歴に記録されない
Stępień, A.
価格
Free
€0
Add a line item to your existing deals via workflows
It works with existing deals
Simple app installation
No-code workflow action
Fully interaction with the HubSpot interface
Add workflow action
Free
€0
Add a line item to your existing deals via workflows
It works with existing deals
Simple app installation
No-code workflow action
Fully interaction with the HubSpot interface
Add workflow action
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新：2025/08/09
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