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
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.
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
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 |
確認
- 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).
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.
- 2024年11月21日
Copque, V.
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
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
* 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
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