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Workflow Line Item Editor

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Workflow Line Item Editor-icon
App

Workflow Line Item Editor

Easily create, update, and clone line items inside your workflows
Installs
20+ installs
Sign in to installRequires Workflow Line Item Editor subscription
Leading

Leading

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Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
Workflow Line Item Editor Subscription
Free, Starter, Professional, or Enterprise plans

Overview

Easily automate your deal and quote line items with the Workflow Line Item Manager by Integration Glue. This app removes manual data entry by letting you automatically create, clone, update, or delete line items directly inside your HubSpot workflows.


You can set up simple rules to move product details when deals change stages or actions trigger, keeping your CRM records perfectly synchronized.


Instead of writing complex custom code or forcing your sales team to manually copy-paste line items, this app handles everything out-of-the-box. It keeps your sales operations moving fast and eliminates administrative bottlenecks.


Includes:

  • Cloning line items between deals using unique record IDs

  • Copying line items to associated records natively within workflows

  • Automated creation, updating, and deleting of line items inside workflows

  • Error and issue logging directly inside your HubSpot Workflow history

Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your actions.


When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.


Get started on our free plan - No credit card required, can cancel at anytime


Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.


Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.

Features

HubSpot deal workflow canvas next to a deal record displaying successfully automated line items

Clone Line Items by Association

Manually copy-pasting line items for renewals or split deals causes errors. This feature automatically clones all products from your active deal onto associated records. For example, when a deal hits 'Closed Won,' it instantly copies those items to a new renewal deal, eliminating admin work and keeping your sales pipeline data accurate.

HubSpot workflow builder showing the Create Line Item action panel next to a deal record with the item added.

Create Line Item

Automatically create line items with pre-set prices and quantities using workflow rules. When a new deal is created, it instantly attaches your standard products to eliminate manual data entry, speed up your sales pipeline, and ensure pricing accuracy.

HubSpot workflow builder showing the Delete Line Item action panel next to a deal record with the item removed.

Delete Line Item

Automatically delete specific line items from deals using workflow rules. When deal criteria change, this feature scans product names or properties to remove outdated items.

HubSpot workflow builder showing a deal-based canvas with an Update Line Item action card active

Update Line Item

Automatically update specific line item names or properties inside your workflows. When deal criteria or contract terms change, the system instantly modifies product details to keep pricing data accurate and eliminate manual admin work.

App Functionality

Data Source
Sync Direction
In HubSpot
In HubSpot

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Line Items

Line Items

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Deals

Deals

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Contacts

Contacts

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Companies

Companies

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Tickets

Tickets

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Leads

Leads

Contacts, Companies, Deals, Leads, Line Items, Tickets, Custom Objects

Custom Objects

Custom Objects

Contacts, Companies, Deals, Tickets, Custom Objects

Workflows

Workflows

Contacts, Companies, Deals, Tickets, Custom Objects

Appointment

Appointment

Contacts, Companies, Deals, Tickets, Custom Objects

Listing

Listing

Contacts, Companies, Deals, Tickets, Custom Objects

Service

Service

Contacts, Companies, Deals, Tickets, Custom Objects

Course

Course

Contacts, Companies, Deals, Tickets, Custom Objects

Custom Objects

Custom Objects

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This app requires one of the following Workflow Line Item Editor subscription plans.

Free

$0

Great for small teams starting out or anyone who wants to learn more

No setup fee, no credit card required, automations stop once your Credits are used

Free

$0

Great for small teams starting out or anyone who wants to learn more

No setup fee, no credit card required, automations stop once your Credits are used

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 08/17/2026

More info

Built by
Integration Glue
Installs
20+ installs
Categories
Languages this app is available in
English

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