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Workflow Clone, Merge & Delete

Workflow Clone, Merge & Delete-icon
App

Workflow Clone, Merge & Delete

Clone records & associated records

Creazione di
Integration Glue
Installazioni
PIù di 500 installazioni
Valutazione

5(2)

Accedi per l'installazioneRichiede l'abbonamento a Workflow Clone, Merge & Delete

Requisiti

Piano HubSpot
    Funziona con tutti i piani HubSpot
Scopri di più
Autorizzazioni dell'account HubSpot
Visualizza le autorizzazioni dell'account richieste
Abbonamento Workflow Clone, Merge & Delete
Piani Free, Starter, Professional o Enterprise

Panoramica

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.

Funzionalità

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.

Funzionalità dell'app

Dati condivisi
Fonte di dati
Direzione della sincronizzazione
In HubSpot
In HubSpot

Companies

Proprietà dell'azienda

Proprietà dell'azienda

Companies & Associated Records

Aziende

Aziende

Contacts

Proprietà del contatto

Proprietà del contatto

Contacts & Associated Records

Contatti

Contatti

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

Flussi di lavoro

Flussi di lavoro

Deals

Proprietà trattativa

Proprietà trattativa

Deals & Associated Records

Trattative

Trattative

Line Items

Prodotti

Proprietà prodotto

Prodotti

Proprietà prodotto

Tickets & Associated Records

Ticket

Ticket

Maggiori informazioni sui dati condivisi

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.

Recensioni

Filtra recensioni:

Ordina:


5/5
    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).

Cosa ti piace?

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

Cosa non ti piace?

None thus far!

  • Howell, J.


Risposta da Clement, N., Integration Glue12 feb 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.


Risposta da Clement, N., Integration Glue11 dic 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.

Questa app richiede uno dei piani di abbonamento Workflow Clone, Merge & Delete seguenti.

Free

0 USD

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 USD

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

* I prezzi riportati sono a scopo informativo. I prezzi non includono tasse, incentivi, sconti o altre variabili. Contatta il partner per ricevere il tariffario aggiornato. HubSpot declina qualsiasi responsabilità circa le informazioni di prezzo fornite dai propri partner. Ultimo aggiornamento tariffario: 25/05/2025

Maggiori informazioni

Creazione di
Integration Glue
Installazioni
PIù di 500 installazioni
Categorie
Lingue in cui è disponibile questa app
Inglese

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