Tools
A suite of extra tools that make it easy to build even more complex workflows using HubSpot line items. Run tools independently of LinePilot templates via workflows, buttons in deal sidebars and even through Breeze AI Agents.
Edit line items
Bulk edit multiple line items on a deal. Just choose the property you'd like to update and the new value. New values can be dynamic and you can also choose to only update line items that match certain criteria.
Run this tool from...
- Workflows
Copy line items
Automatically copy line items from one deal to another. Perfect for renewals, change requests or templated deals.
Run this tool from...
- Workflows
- Breeze Agents
Change line item pricing
Apply a percentage increase or decrease to the the prices of the line items on your deal. Perfect for annual adjustments or applying discounts.
Run this tool from...
- Workflows
- Breeze Agents
Create line items using a template
Run a LinePilot template to create or update line items on your deal. Perfect for dynamically generating line items, calculating pricing or bundling products.
* Running from Workflows requires the Pro plan
Run this tool from...
- Workflows
- Breeze Agents
- Deal sidebar