Robust and repeatable
LinePilot can run repeatedly and de-duplicates each time meaning you’re not left with messy data.
Features
How it works
Find out how LinePilot makes it easy to automatically add line items to your HubSpot deals
Lottie file
Easy Templating System
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Manage complex line item operations easily with LinePilot's easy to use template system.
Simply choose products from your HubSpot product library, define custom items or let users choose a product from a list. Set up once in LinePilot and let it run.
- HubSpot Products
- Custom Line Items
- Product Selector Drop-downs
Dynamic data
and Calculations
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Make your line items adapt to the data in your deal by merging deal properties into your line items.
LinePilot's easy to use formula builder lets you build out advanced logic such as if/else statements, editing text, mathematical operations and amending dates.
Plus you can show and hide line items with ease.
- Deal properties
- Product properties
- Functions e.g. if/else
- Mathematical Functions
- Date Functions
Runs
Automatically
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LinePilot runs automatically in the background of your deals - keeping data up to date with no user input. It'll even update your deal totals.
Simply set up your template and choose a trigger. LinePilot will even de-duplicate line items if you run multiple times.
See Documentation
* requires Pro subscription
Run from...
- HubSpot Workflows *
- Breeze Agents
- Deal Create / Stage Change
- Button in deal sidebar
Real time preview
Preview your deals instantly when building your templates using our preview function. Simply select a deal and see how the data gets filled out.
Calculate deal totals
Update the deal total with Subtotal, TCV, ACV, MRR or ARR
Detailed Logs
Every run is recorded in logs available on your dashboard, with detailed debugging and error messaging available if required.
Get started for free
The best way to experience LinePilot is to try it.
Create your first template in minutes, absolutely free.