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Workflow Clone, Merge & Delete

Workflow Clone, Merge & Delete-icon
アプリ

Workflow Clone, Merge & Delete

Clone records & associated records

インストール数
400件以上のインストール
評価

5(2)

サインインしてインストールWorkflow Clone, Merge & Deleteのご契約が必要

必要な条件

HubSpotエディション
    全てのHubSpotエディションに対応
もっと詳しく
HubSpotアカウント権限
必要なアカウント権限を表示
Workflow Clone, Merge & Deleteの契約内容
プラン:Free、またはStarter、またはProfessional、またはEnterprise

概要

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.

機能

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.

アプリ機能

共有されるデータ
データソース
同期方向
HubSpot上
HubSpot上

Companies

会社プロパティー

会社プロパティー

Companies & Associated Records

会社

会社

Contacts

コンタクトプロパティー

コンタクトプロパティー

Contacts & Associated Records

コンタクト

コンタクト

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

ワークフロー

ワークフロー

Deals

取引プロパティー

取引プロパティー

Deals & Associated Records

取引

取引

Line Items

製品

製品プロパティー

製品

製品プロパティー

Tickets & Associated Records

チケット

チケット

共有データに関するその他の情報

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.

確認

レビューを絞り込み:

並べ替え:


5/5
    2025年2月12日

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).

どの点が気に入っていますか?

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

どの点が良くないと思われますか?

None thus far!

  • Howell, J.


Clement, N.、Integration Glueからの返信2025年2月12日
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
    2024年11月21日
  • Copque, V.


Clement, N.、Integration Glueからの返信2024年12月11日
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.

このアプリをご利用になるには、次のWorkflow Clone, Merge & Deleteサブスクリプションが必要です。

Free

$0

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

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

* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/11/17

その他の情報

開発元
Integration Glue
インストール数
400件以上のインストール
カテゴリー
このアプリが対応している言語
英語

人気

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