🦚 Charik - Clone deals
Clone any deal with all its properties, associations in one click.
Krav
HubSpot-abonnement Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Adgangstype Shared 🦚 Charik - Clone deals abonnement - Monthly plan
Oversigt
1/2
Charik Clone Deals lets you duplicate any HubSpot deal instantly while preserving all its important data. Save time and maintain data consistency by copying deals with their complete history of properties, contacts, companies, and line items.
Key Features:
One-click deal cloning
Complete property transfer
Automatic association copying (contacts & companies)
Line item duplication
Custom naming for cloned deals
Instant setup, no configuration needed
Work with Workflow (for HubSpot Pro Users)
Use Cases:
Recurring Deals: Quickly create new deals for repeat customers while maintaining all associations and details
Deal Templates: Create template deals and clone them for similar opportunities
Batch Processing: Efficiently handle multiple similar deals without manual data entry
Training: Create duplicate deals for training purposes without affecting original da
Funktioner
Clone Full Deal Structure
Create an exact copy of any deal with all its properties, contacts, companies, and line items maintained. Perfect for recurring deals or creating templates.
Automate Deal cloning with Workflows
With HubSpot Workflows you can define your rules to clone deals automatically with all the features of the manual option. Works with Pro version of HubSpot.
Appfunktionalitet
Delte data
Deals | ||
Quotes |
Anmeldelser
- 19. maj 2025
Grundlæggende klonværktøj med begrænset kontrol og problemer med varelinjer
Fungerede som forventet, men varelinjer kopieres i forkert rækkefølge, og vi har ikke mulighed for at udelukke visse felter fra at blive kopieret.
lave omkostninger
uordnede linjeposter efter kopiering, ingen mulighed for at udelukke visse egenskaber fra klonen
McLaird, C.
- 19. feb 2025
En funktion, der bør være indfødt
Super effektiv til at duplikere transaktioner en efter en eller med workflows
duplikere transaktioner en efter en eller med arbejdsgange
dobbelttjek alle duplikerede egenskaber
Charpin, A.
Priser
Monthly
6,50 €
/månedPerfect for short-term needs with maximum flexibility
Clone :
✓ All deal properties
✓ Associated contacts
✓ Associated companies
✓ Line items
✓ Custom fields
✓ Quotes
Monthly
6,50 €
/månedPerfect for short-term needs with maximum flexibility
Clone :
✓ All deal properties
✓ Associated contacts
✓ Associated companies
✓ Line items
✓ Custom fields
✓ Quotes
* Priserne her er kun til visningsformål. Alle priser er ekskl. afgifter, incitamenter, rabatter eller andre prisvariabler. Du bør kontakte partneren for at få de mest ajourførte og korrekte prisoplysninger. HubSpot påtager sig intet ansvar for disse prisoplysninger, som leveres af vores partnere. Priser sidst opdateret: 11.08.2025
Flere oplysninger
Udviklet af - Charik
Installeringer - 40+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Nyheder
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