總覽
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.
功能
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).
應用程式功能
共用資料
 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.
評論
- 2025年12月9日
简化多单位工作流程的完美解决方案--消除人工操作，同时保持各团队之间的全面可见性
我们的所有业务部门都使用了这一功能，但设置略有不同，我们使用工作流操作来克隆交易，但在两个交易中保持所有关联和未完成任务的可见性是支持客户成功和销售团队的一项重要功能，可以限制这些团队的手动点击工作。
Bark, J.
價格
Standard
€8.25
/ 月Full access
Standard
€8.25
/ 月Full access
* 此處顯示的價格僅供參考。所有價格均不包含稅金、獎勵、折扣或其他價格變數。如需最新的正確價格資訊，請連絡合作夥伴。HubSpot 對合作夥伴所提供的價格資訊不承擔任何責任。上次更新價格時間：2026/02/04
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