CRM

LidiaPedreira
Member

Copy line item and value information

SOLVE

good morning!

I would like to ask for help in copying the information from one deal to another.

In order to work on the lost deals, we are copying all of them to another pipeline, this way we do not lose previous information and make it available to other teams in the company. However in the process of cloning information we are not managing to find the automation configuration that allows the value and line item from one deal to be copied to this cloned deal in the other pipeline.

 

Does anyone know the best way to do this?

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jforte
Solution
Top Contributor

Copy line item and value information

SOLVE

Hey @LidiaPedreira not sure if I understand the flow because looking to what you want I think the best thing to do should be to simply pass thouse deals to the "closed lost" pipeline. Having cloned deals will result in duplicated data and ofc problems with reporting from diferent sources.

Anyway regarding a solution to copy line items, right now Hubspot doesn't have a native option for that (everyone is asking for actions on line items @kvlschaefer!) You can always make it between Hubspot <> Google Sheet <> Zapier but it always need a double check.


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jforte
Solution
Top Contributor

Copy line item and value information

SOLVE

Hey @LidiaPedreira not sure if I understand the flow because looking to what you want I think the best thing to do should be to simply pass thouse deals to the "closed lost" pipeline. Having cloned deals will result in duplicated data and ofc problems with reporting from diferent sources.

Anyway regarding a solution to copy line items, right now Hubspot doesn't have a native option for that (everyone is asking for actions on line items @kvlschaefer!) You can always make it between Hubspot <> Google Sheet <> Zapier but it always need a double check.


kvlschaefer
Community Manager
Community Manager

Copy line item and value information

SOLVE

Good morning @LidiaPedreira,

 

Thank you for reaching out!

This is a great question 🙂 

 

I would like to invite our subject matter experts to see if they have any insight.

Hi @jforte@Aakar@CateDuarte - Do you have any advice for @LidiaPedreira?

Thank you!

 

Best,

Kristen


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