Hello,
It’s been a while since that question, and I believe you may have already found a solution. Still, if someone else faces a similar challenge, I’d like to step in.
What if, instead of manually copying all the information inside deals (line items and valuable details), I offer you/HubSpotters an app that can clone the entire original deal along with all related information? This app allows you to:
- Pick the pipeline and stage,
- Select what to keep or skip,
- Use templates,
- Integrate seamlessly with HubSpot workflows,
- And much more.
Give it a try! The app is called CloneNer - Clone & Duplicate, a certified HubSpot app that seems to be the 1 solution in the market.
P.S. we also do work on something very simple that allows to Copy Line Items Between a Deals.
Warm regards,
John