🦚 Charik - Clone deals
Clone any deal with all its properties, associations in one click.
Requirements
HubSpot Plan HubSpot Account permissions - View the required account permissions
🦚 Charik - Clone deals Subscription - Monthly plan
Overview
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Charik Clone Deals lets you duplicate any HubSpot deal instantly while preserving all its important data. Save time and maintain data consistency by copying deals with their complete history of properties, contacts, companies, and line items.
Key Features:
One-click deal cloning
Complete property transfer
Automatic association copying (contacts & companies)
Line item duplication
Custom naming for cloned deals
Instant setup, no configuration needed
Work with Workflow (for HubSpot Pro Users)
Use Cases:
Recurring Deals: Quickly create new deals for repeat customers while maintaining all associations and details
Deal Templates: Create template deals and clone them for similar opportunities
Batch Processing: Efficiently handle multiple similar deals without manual data entry
Training: Create duplicate deals for training purposes without affecting original da
Features
Clone Full Deal Structure
Create an exact copy of any deal with all its properties, contacts, companies, and line items maintained. Perfect for recurring deals or creating templates.
Automate Deal cloning with Workflows
With HubSpot Workflows you can define your rules to clone deals automatically with all the features of the manual option. Works with Pro version of HubSpot.
App Functionality
Shared Data
Deals | ||
Quotes |
Reviews
- May 19, 2025
Basic Clone Tool with Limited Control and Line Item Issues
Worked as expected, but line items copy out of order, and we do not have the ability to exclude certain fields from being copied.
low cost
out of order line items after copy, no customizability for excluding certain properties from the clone
McLaird, C.
- Feb 19, 2025
A function that should be native
Super-efficient for duplicating transactions one by one or with workflows
duplicate transactions one by one or with workflows
double-check all duplicated properties
Charpin, A.
Pricing
Monthly
€6.50
/monthPerfect for short-term needs with maximum flexibility
Clone :
✓ All deal properties
✓ Associated contacts
✓ Associated companies
✓ Line items
✓ Custom fields
✓ Quotes
Monthly
€6.50
/monthPerfect for short-term needs with maximum flexibility
Clone :
✓ All deal properties
✓ Associated contacts
✓ Associated companies
✓ Line items
✓ Custom fields
✓ Quotes
* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 11/26/2025
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