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Workflow Clone, Merge & Delete

Workflow Clone, Merge & Delete-icon
Aplicativo

Workflow Clone, Merge & Delete

Clone records & associated records

Instalações
mais de 400 instalações
Avaliação

5(2)

Faça login para instalarRequer assinatura do Workflow Clone, Merge & Delete

Requisitos

Plano da HubSpot
    Funciona com todos os planos da HubSpot
Saiba mais
Permissões da conta da HubSpot
Ver permissões de conta necessárias
Assinatura Workflow Clone, Merge & Delete
Free, Starter, Professional ou Enterprise planos

Visão geral

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.

Recursos

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.

Funcionalidade do aplicativo

Dados compartilhados
Fonte de dados
Direção da sincronização
Na HubSpot
Na HubSpot

Companies

Propriedades da empresa

Propriedades da empresa

Companies & Associated Records

Empresas

Empresas

Contacts

Propriedades do contato

Propriedades do contato

Contacts & Associated Records

Contatos

Contatos

Contacts, Companies, Deals, Line Items, Tickets & Custom Objects

Fluxos de trabalho

Fluxos de trabalho

Deals

Propriedades do acordo

Propriedades do acordo

Deals & Associated Records

Negócios

Negócios

Line Items

Produtos

Propriedades de produto

Produtos

Propriedades de produto

Tickets & Associated Records

Tickets

Tickets

Mais informações sobre dados compartilhados

You can clone a Ticket record including all editable/non-system properties.You can clone a Custom Object record and any associated Standard or Custom Object records. You can clone a Custom Object record including all editable/non-system properties. Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.

Avaliações

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Classificar:


5/5
    12 de Fev de 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).

O que você gosta?

Free to download and use Support team quick and helpful, even when on free plan Connects data HubSpot is otherwise incapable of doing

O que você não gosta?

None thus far!

  • Howell, J.


Resposta de Clement, N., Integration Glue12 de Fev de 2025
Hey Jacob, we really appreciate you for taking the time to leave a review on the Workflow Clone, Merge & Delete app. It's incredibly rewarding for the whole team to see people like you getting value from something we've created. Don't hesitate to reach out if you ever have any questions or suggestions. Thanks! - The Glue Team

5/5
    21 de Nov de 2024
  • Copque, V.


Resposta de Clement, N., Integration Glue11 de Dez de 2024
Thank you for the review! Were thrilled to see that you've had a great experience with the Workflow Clone, Merge & Delete App. If there is anything specific you found great or if you have any further feedback, we'd love to hear it. Don't hesitate to reach out if you ever have any questions or suggestions.

Este aplicativo requer um dos seguintes planos de assinatura de Workflow Clone, Merge & Delete.

Free

US$ 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

No setup fee, all automations stop once your Credits are used

Free

US$ 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

No setup fee, all automations stop once your Credits are used

* O preço aqui é apenas para fins de exibição. Todos os preços não incluem impostos, incentivos, descontos ou outras variáveis de preços. Você deve entrar em contato com o parceiro para obter informações mais atualizadas e precisas. A HubSpot não se responsabiliza por essas informações de preços, que são fornecidas pelos nossos parceiros. Preços atualizados pela última vez: 23/11/2025

Mais informações

Criado por
Integration Glue
Instalações
mais de 400 instalações
Categorias
Idiomas nos quais este aplicativo está disponível
Inglês

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