
Clone a Deal
Cloning deals shouldn’t be a manual step, nor take longer than a…
Desarrollado por - Baskey
Instalaciones - Más de 10 instalaciones
Requisitos
Plan de HubSpot Permisos de cuenta de HubSpot - Ver los permisos de cuenta requeridos
Suscripción: Clone a Deal - Suscripción: Standard
Vista general
1/4 - how to clone a deal within a workflow
If you want to build a subscription-logic with HubSpot Deals (one sale means multiple deals in the future, one for every year for example), or if you have a lot of properties and line items in one deal, it might be nice to automatically clone deals for the next lead - or for the same client next year, instead of having to rebuild the entire deal again.
This app allows you to name the cloned deal, utilising deal tokens (the original name for example + a prefix or suffix).
Additionally, you have the flexibility to assign a pipeline stage to the new deal. Furthermore, you can customize the action to maintain filtered activities, associations with contacts and companies as well as filtered line items.The line items are duplicated and linked to the new deal seamlessly.
Características

Use a workflow action to clone a deal
Set a name for the cloned deal and select which activities, associations & line items to keep.

Clone a deal using the CRM Card on the right
You will see a new card on the right hand side in deals, that allows you to press the button to clone a deal. The new deal will be in the same pipeline & stage, with the appendix "(cloned)" at the end of the name (like cloning an email or a workflow).
Funcionalidad de la aplicación
Datos compartidos
![]() Associated Companies | ||
![]() Associated Contacts | ||
![]() Deal Properties | ||
![]() Deals | ||
![]() Emails | ||
![]() Line Items | ||
![]() Products |
We take your privacy seriously. We only store the data necessary (HubSpot portal ID, register date and settings), never any personal or sensitive information. If you subscribe using stripe, your payment and personal data is stored by Stripe. Our servers are located in Germany.
We also save the information if the toggle to skip unique properties is turned on or off within your app.
Valoraciones
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Standard
8,25 €
/mesFull access
Standard
8,25 €
/mesFull access
* El precio que aparece aquí es solo para fines de visualización. Los precios no incluyen impuestos, incentivos, descuentos u otras variables. Debes comunicarte con nuestro partner para obtener la información de precios más actualizada y correcta. HubSpot no se hace responsable de los precios que proporcionan nuestros partners. Precios actualizados por última vez: 03/12/2025
Más información
Desarrollado por - Baskey
Instalaciones - Más de 10 instalaciones
Categorías Idiomas en los que está disponible esta aplicación Inglés
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