Cloning a Deal

@Bahar, you need to set the custom value of each field for the data to be copied. See the step by step set-up of our zap.
1) Basically our zap, will be triggered once deals stage has been updated to “CLONE ME” stage.

2) I created a filter wherein the app will only clone deals with “CLONE ME” deal stage. (Please note that the alphanumeric value is the internal value of “CLONE ME” stage):

3) Set to create new deals then manually set each field and its customized data:

4) This is just optional though. Add another action by sending email notification to Hubspot Owner with the link to the newly “Cloned” deals:


Actual Email Notification
BTW, we’ve tested the bulk edit and updated multiple deals. It cloned all deals with the updated deal stage :slightly_smiling_face: You can literally clone 2 or more deals at once.
Hope this helps. Thanks!