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Clone a Deal 구독 - Standard 플랜
개요
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.
기능
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).
앱 기능
공유 데이터
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.
리뷰
고객 리뷰를 첫 번째로 작성해 보세요
가격 책정
Standard
€8.25
/월Full access
Standard
€8.25
/월Full access
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.12.03.
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