Hello,
We created a wrokflow that allows us to clone our renewal deals in Hubspot. We are running into a slight issue. we want to be able to tie back the cloned deal to the original deal. We currently have it to where when a deal is cloned, the original deal ID is placed on the cloned ID. Is there a way to have the cloned deal ID show up on the original Deal ID in the same workflow or could a sperate workflow be added to achieve this?
Hi @CClark3,
When you create a record via workflow, you should see, in the left sidebar with the workflow action settings, the ability to associate the source record with the to-be-created one. So that’s one way of seeing that relationship.
Once this association is established, you can use sync-properties to show the ID of one deal on the record of another: Create sync properties that copy data to associated records
Best regards!
@CClark3Hey there, you might also consider some third-party apps—for example, CloneNer, which offers exactly this functionality. It provides a UI through which you can easily select which associations (and properties) to keep.
