Workflow Clone, Merge & Delete
Clone records & associated records
Utworzone przez - Integration Glue
Instaluje - Ponad 500 instalacji
Ocena - 5(2)
Wymagania
Plan HubSpot Działa ze wszystkimi planami HubSpot Dowiedz się więcej Uprawnienia konta HubSpot - Wyświetl wymagane uprawnienia konta
Subskrypcja Workflow Clone, Merge & Delete - Free, Starter, Professional lub Enterprise planu
Przegląd
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.
Cechy

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.
Funkcjonalność aplikacji
Udostępnione dane
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 |
Recenzje
- 12 lut 2025
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.
- 21 lis 2024
Copque, V.
Free
0 USD
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 USD
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
* Powyższe ceny zostały podane wyłącznie w celach informacyjnych. Nie zawierają one podatków, premii, zniżek lub innych zmiennych cenowych. Skontaktuj się z partnerem w celu uzyskania najbardziej aktualnych i poprawnych informacji o cenach. HubSpot nie ponosi żadnej odpowiedzialności za informacje cenowe, które są dostarczane przez naszych partnerów. Ostatnia aktualizacja cen: 25.05.2025
Więcej informacji
Utworzone przez - Integration Glue
Instaluje - Ponad 500 instalacji
Kategorie Języki, w których dostępna jest ta aplikacja Angielski
Nowości


