Workflow Clone, Merge & Delete
Clone records & associated records
Udviklet af - Integration Glue
Installeringer - 500+ installationer
Rangering - 5(2)
Krav
HubSpot-abonnement Fungerer med all HubSpot-planer Få mere at vide Tilladelser til HubSpot-konto - Se de nødvendige kontotilladelser
Workflow Clone, Merge & Delete abonnement - Free, Starter, Professional eller Enterprise planer
Oversigt
1/4
Boost your HubSpot efficiency with Integration Glue's Workflow Clone & Merge Actions. These powerful tools empower you to clone records—including all associated data— or seamlessly merge existing records, all within your HubSpot Workflows.
Imagine quickly generating new records from pre-built templates, drastically cutting down creation time for common items like Deals and Line Items. Our cloning feature copies all editable properties, ensuring accuracy and consistency.
Beyond that, the robust merge functionality is a game-changer for data migrations and keeping your HubSpot portal clean and organized.
Clone capabilities:
Optionally select Associated records to be Cloned.
Optionally set the Prefix and Suffix of your new records.
Clone any Object record (Contacts, Companies, Deals, Tickets, Custom Objects).
Any errors or issues are logged against HubSpot Workflow.
Merge capabilities:
Prioritise the primary record based on a property.
Prioritise record merge order alphabetically, numerically or by date.
Add various record matching rules and exclusions.
Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your association actions.
When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to Associate records, get User/Owner information and add to a Property or calculate a date.
Integration Glue pricing is based on utilisation, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.
Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.
Funktioner

Clone a Record
Clone a Record including all editable/non-system Properties. Note: Properties that cannot be manually set, such as the creation date, will not be copied.

Clone Associations
Optionally clone associated Records when cloning another record, e.g. clone associated Line Items when cloning a Deal.

Clone Line Items from one Deal to another
Clone Line Items from one Deal to another Deal. Optionally choosing to clone all Line Items or just recurring Line Items.

Delete current Record
Delete the current enrolled Record.
Merge same Object Record
Coming soon.
Appfunktionalitet
Delte data
Companies | ||
Companies & Associated Records | ||
Contacts | ||
Contacts & Associated Records | ||
Contacts, Companies, Deals, Line Items, Tickets & Custom Objects | ||
Deals | ||
Deals & Associated Records | ||
Line Items | ||
Tickets & Associated Records |
Anmeldelser
- 12. feb 2025
Wicked Tool, Better Support!
HubSpot is unable to copy line items from one deal to another, which for us has been difficult when looking to project Renewal Deal Upsells when mid-term expansions occur mid-term. The Integration Glue team not only built a tool that has done that, but were prompt to assist with their support team at the first instance of a user error (me).
Free to download and use Support team quick and helpful, even when on free plan Connects data HubSpot is otherwise incapable of doing
None thus far!
Howell, J.
- 21. nov 2024
Copque, V.
Free
0 US$
Great for small teams starting out or anyone who wants to learn more
Includes 100 credits; Actions use 2 credits each time they run = 50 runs of Custom Actions per month
Free
0 US$
Great for small teams starting out or anyone who wants to learn more
Includes 100 credits; Actions use 2 credits each time they run = 50 runs of Custom Actions per month
* 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: 25.05.2025
Flere oplysninger
Udviklet af - Integration Glue
Installeringer - 500+ installationer
Kategorier Sprog som denne app er tilgængelig på Engelsk
Nyheder


