Line Item Price Refresh for HubSpot

New product price, old prices on open deals?

When you change a price in HubSpot's product library, the line items already on your deals keep the old one. This finds every line item made from that product on your open deals and updates them in one run.

You see every line item before anything changes. Prices that look negotiated are skipped unless you tick them, and you get an undo file.

Update line item prices

1 Connect HubSpot

In HubSpot: Settings, Integrations, Service Keys (or Private Apps on older accounts), create a key with these scopes: crm.objects.line_items.read, crm.objects.line_items.write, crm.objects.deals.read, crm.objects.deals.write, crm.objects.products.read. HubSpot's API does not accept calls from web pages, so each call goes through our server to api.hubapi.com and straight back. The key is not stored and not logged, and it is gone when you close this tab.

2 Which price changed

The old price is what your open deals were sold at. If you have not changed the product in HubSpot yet, its current price is used. If you already have, type the old price, or leave it empty and the most common price on your open deals is used. Line items at any other price count as negotiated.

3 Which deals count as open

Connect HubSpot to see your pipelines. Every stage that is not closed won or closed lost is ticked.

What it changes in HubSpot

A line item whose price is not the old catalogue price (a negotiated price) is shown in the check and left unticked. Tick it if you want it changed too.

How to undo

After a run, download the undo CSV or press Undo this run. It shows the line items that are still at the new price, puts the old prices back, and sets the deal amounts we changed to the sum of their line items again. A line item someone changed after the run is shown and left alone.

Pricing

Free

$0

The check is always free, for any number of line items. Apply up to 10 line item changes for free.

Price refresh pass

$99 one payment

Unlimited line item updates for 30 days, for one HubSpot portal. No subscription, no renewal.

Prices in USD. Local VAT/GST is included or added at checkout by Paddle depending on your country. If it does not do the job for you, ask for a full refund within 14 days, see the terms.

Questions

What happens to my HubSpot key?

HubSpot's API does not answer calls made from a web page, so this page sends each call to our server, which passes it to api.hubapi.com and hands the answer back. The server only passes on the handful of HubSpot addresses this tool needs (line items, deals, products, their associations, deal pipelines and your account id) and refuses everything else. It does not store or log the key or the data. The key needs the five scopes listed in step 1 and nothing more. When you are done, delete or rotate the key in HubSpot under Settings, Integrations, Service Keys (or Private Apps).

What about prices we negotiated with a customer?

A line item whose price is not the old catalogue price is treated as negotiated. The check lists it, unticked, and it is only changed if you tick it.

Does the deal amount follow?

HubSpot does not change a deal's amount when line items are updated through its API, so this tool does it: after the prices are saved it reads the line items back and sets the deal amount to their new sum. It only does that for deals whose amount was already the sum of their line items, and only if the box in step 3 is ticked. Deals with an amount typed by hand keep it.

Are closed deals touched?

No. Only deals in the stages you tick in step 3 are changed. Closed won and closed lost stages start unticked. Line items on closed deals show up in the check as left alone.

What about quotes we already sent?

They are not changed. A quote keeps its own copy of the line items, and this tool only updates line items that belong to a deal. If you want a customer to see the new price, create a new quote from the deal after the run.

Can I undo a run?

Yes. Download the undo CSV, or press Undo this run (the last run is kept in this browser). The undo shows its changes first, like any run.

How fast is it?

The page stays under HubSpot's limits: about nine calls a second, four of them searches at most, and it waits when HubSpot asks it to. Line items are read 200 at a time and updated 100 at a time, so 1,000 line items take well under a minute to check and a few seconds to apply. Keep the tab open until it says done.

What stays in my browser?

The number of free line item changes used, your licence key if you bought one, and the undo record of your last run (line item ids, names and the old and new prices). Nothing of it is sent to us.