Quick tipGotchaSales Hub
Add line items to deals with a workflow
Existing products only, deal workflows only.
- Subscription
- Professional or Enterprise
- Permissions
- Workflows access
- Time
- 2 min · Intermediate
- Last verified
Short answer
HubSpot's KB: the action adds existing products to deals. It can't edit or replace associated products, and it's only in deal-based workflows.
1. In HubSpot
The relevant screen in my demo portal.
Create associations (1) and label actions (2).
2. Worth knowing
Create the product in the library first.
3. Related
Line items.
Sources