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Workflow Clone, Merge & Delete

Workflow Clone, Merge & Delete-icon
App

Workflow Clone, Merge & Delete

Clone records & associated records

Installation
500+ installations
Évaluation

5

(2)

S'identifier pour installerNécessite un abonnement à Workflow Clone, Merge & Delete
Leading

Leading

Les partenaires leaders ont démontré leur capacité à apporter de la valeur aux clients en étroite collaboration avec HubSpot.En savoir plus

Exigences

Abonnement HubSpot
Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Type d'accès
Shared
Abonnement à Workflow Clone, Merge & Delete
Abonnements : Free, Starter, Professional ou Enterprise

Vue d'ensemble

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.

Fonctionnalités

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.

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Companies

Propriétés de l'entreprise

Propriétés de l'entreprise

Companies & Associated Records

Entreprises

Entreprises

Contacts

Propriétés du contact

Propriétés du contact

Contacts & Associated Records

Contacts

Contacts

Contacts, Companies, Deals, Line Items, Tickets & Custom Objects

Workflows

Workflows

Deals

Propriétés de transaction

Propriétés de transaction

Deals & Associated Records

Transactions

Transactions

Line Items

Produits

Propriétés du produit

Produits

Propriétés du produit

Tickets & Associated Records

Tickets

Tickets

Plus d'informations sur les données partagées

You can clone a Ticket record including all editable/non-system properties.You can clone a Custom Object record and any associated Standard or Custom Object records. You can clone a Custom Object record including all editable/non-system properties. Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.

Avis

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Trier :


5/5
    12 févr. 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).

Qu'aimez-vous ?

Free to download and use Support team quick and helpful, even when on free plan Connects data HubSpot is otherwise incapable of doing

Que n'aimez-vous pas ?

None thus far!

  • Howell, J.


Réponse de Clement, N., Integration Glue12 févr. 2025
Hey Jacob, we really appreciate you for taking the time to leave a review on the Workflow Clone, Merge & Delete app. It's incredibly rewarding for the whole team to see people like you getting value from something we've created. Don't hesitate to reach out if you ever have any questions or suggestions. Thanks! - The Glue Team

5/5
    21 nov. 2024
  • Copque, V.


Réponse de Clement, N., Integration Glue11 déc. 2024
Thank you for the review! Were thrilled to see that you've had a great experience with the Workflow Clone, Merge & Delete App. If there is anything specific you found great or if you have any further feedback, we'd love to hear it. Don't hesitate to reach out if you ever have any questions or suggestions.

Cette application nécessite l'un des abonnements Workflow Clone, Merge & Delete suivants.

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

No setup fee, all automations stop once your Credits are used

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

No setup fee, all automations stop once your Credits are used

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 09/08/2025

Informations supplémentaires

Créé par
Integration Glue
Installation
500+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

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