Is it possible to Clone a Deal? I create a Deal from our Sales Team conducting a demonstration of our machines to a customer. That machine is used up to ten times, to different customers (potential)
I need to create ten Deals, as each customer is different so the only thing I would change is Contact Details. It is tedious typing the same Deal out over and over.
Alternatively, you could create a deal property called "Clone deal" (single checkbox), enroll deals where this is checked into a deal-based workflow, then use the "Create record" workflow action to create a new deal, copying relevant values from the source deal into the newly created one.
and yes, this can be possible via workflow, however if there is NO workflow in your hub portal, that's why (again) CloneNer app can be used, btw it offers auto-rules, very similar things re workflow (like if this than that) check it out,
Dec 31, 20248:45 AM - edited Dec 31, 20248:45 AM
Participant
Clone a Deal in to the same pipeline
SOLVE
The Charik team is thrilled to announce the release of its first app on the HubSpot Marketplace! 🎉 Find it here: https://www.charikapp.com/clone_deals/.
This app allows you to clone a deal along with its associated objects (contacts, companies, etc.), as well as line items and quotes. It integrates natively with HubSpot workflows, enabling you to automate processes exactly the way you want. It’s the most comprehensive and affordable solution on the market today.
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L'équipe de Charik est ravie d'annoncer la sortie de sa première application sur la Marketplace HubSpot ! 🎉 Retrouvez-la ici : https://www.charikapp.com/clone_deals/.
Cette application vous permet de cloner un deal ainsi que les objets associés (contacts, entreprises, etc.), mais également les line items et les devis. La fonctionnalité s'intègre nativement avec les workflows de HubSpot, vous permettant d'automatiser vos processus comme vous le souhaitez. C'est la solution la plus complète et la moins chère du marché actuellement.
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¡El equipo de Charik se complace en anunciar el lanzamiento de su primera aplicación en el Marketplace de HubSpot! 🎉 Encuéntrala aquí: https://www.charikapp.com/clone_deals/.
Esta aplicación te permite clonar un negocio junto con sus objetos asociados (contactos, empresas, etc.), así como los line items y las cotizaciones. La funcionalidad se integra de forma nativa con los flujos de trabajo de HubSpot, permitiéndote automatizar tus procesos como desees. Es la solución más completa y económica del mercado actualmente.
Dec 31, 20248:45 AM - edited Dec 31, 20248:45 AM
Participant
Clone a Deal in to the same pipeline
SOLVE
The Charik team is thrilled to announce the release of its first app on the HubSpot Marketplace! 🎉 Find it here: https://www.charikapp.com/clone_deals/.
This app allows you to clone a deal along with its associated objects (contacts, companies, etc.), as well as line items and quotes. It integrates natively with HubSpot workflows, enabling you to automate processes exactly the way you want. It’s the most comprehensive and affordable solution on the market today.
-------
L'équipe de Charik est ravie d'annoncer la sortie de sa première application sur la Marketplace HubSpot ! 🎉 Retrouvez-la ici : https://www.charikapp.com/clone_deals/.
Cette application vous permet de cloner un deal ainsi que les objets associés (contacts, entreprises, etc.), mais également les line items et les devis. La fonctionnalité s'intègre nativement avec les workflows de HubSpot, vous permettant d'automatiser vos processus comme vous le souhaitez. C'est la solution la plus complète et la moins chère du marché actuellement.
-------
¡El equipo de Charik se complace en anunciar el lanzamiento de su primera aplicación en el Marketplace de HubSpot! 🎉 Encuéntrala aquí: https://www.charikapp.com/clone_deals/.
Esta aplicación te permite clonar un negocio junto con sus objetos asociados (contactos, empresas, etc.), así como los line items y las cotizaciones. La funcionalidad se integra de forma nativa con los flujos de trabajo de HubSpot, permitiéndote automatizar tus procesos como desees. Es la solución más completa y económica del mercado actualmente.
and yes, this can be possible via workflow, however if there is NO workflow in your hub portal, that's why (again) CloneNer app can be used, btw it offers auto-rules, very similar things re workflow (like if this than that) check it out,
Alternatively, you could create a deal property called "Clone deal" (single checkbox), enroll deals where this is checked into a deal-based workflow, then use the "Create record" workflow action to create a new deal, copying relevant values from the source deal into the newly created one.