Hello,
I am looking to add a custom code in my workflow, that will clone a deal to another pipeline, and copy deal properties to the newly cloned deal.
My use case is to clone the deal to a new pipeline and copy deal id from the original deal to the newly cloned deal.
Anybody tried dealing with a similar scenario ?
Thank you,
@ChrisChiha
Hey Chris!
Check out Clone Attack, it does all this out of the box (no custom code required)!
Clone Attack has a workflow action that allows you to choose what associations and properties you want to copy over to the new deal. It also allows you to choose what stage and pipeline the new deal gets created in. You can also incerment date fields by a set amount of time such as +1 month or +17 weeks.
If you want to copy over the original Deal ID all you have to do is create an unformatted number property for deals with the API name: ac_clone_attack_parent_object_id
Here is an example of what a Clone Attack workflow looks like:
Hopefully this helps!
Hey Chris - did you manage to crack this?
We’ve been using an app called Deal Duplicator to manual do this as I can’t seem to replicate cloning a deal into another pipeline in workflows.
Hey, Chris
If you still need this feature, you might consider CloneNer. It allows you to copy objects manually, as well as create automatic rules for this process. For example, you can set up a condition to automatically copy a deal under certain conditions.
Hi Chris!
Prior comments already gave some good input on what integrations you could use so you don’t have to create custom code ! As an alternative I would like to suggest an app we build, which does something similar as e.g. CloneAttack but has no limit on how many deals you can clone/ no subscription plan based on this. There is only one subscription level and it lets you clone as many deals as possible!
You can get it by clicking on here to get a 14 day free trial. After that it is 9,99 per month or 99,99 for the yearly subscription.
For more info on what the app can do, you can check the marketplace listing, look at our documentation or simply ask us via apps@baskey.eu! We are always happy to help, so don’t hesitate to contact us!
Also check our other apps which can be useful to create simple automations within workflows in HubSpot: https://baskey.eu/apps/
