Clone a Deal
Cloning deals shouldn’t be a manual step, nor take longer than a…
必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
Clone a Dealの契約内容 - プラン：Standard
概要
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.
機能
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).
アプリ機能
共有されるデータ
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.
確認
- 2025年12月9日
複数ユニットのワークフローを合理化する完璧なソリューション - チーム全体で完全な可視性を維持しながら、手作業を排除します。
ワークフローアクションを使用して案件をクローンしますが、すべての関連付けと未解決のタスクを両方の案件で見えるようにしておくことは、カスタマーサクセスと営業チームをサポートする素晴らしい機能であり、これらのチームの手作業によるクリック作業を制限します。
Bark, J.
価格
Standard
€8.25
／月Full access
Standard
€8.25
／月Full access
* 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：2026/02/03
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