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JCeballos
Teilnehmer/-in | Elite Partner
Teilnehmer/-in | Elite Partner
Mitglied seit ‎Dez 14, 2021
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Julian Ceballos

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esundance on Mai 12, 2017
How do you duplicate a Deal?
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
Antworten Idee
106 Likes
49 Antworten
JCeballos
Teilnehmer/-in | Elite Partner
März 22, 2022
Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a ...Beitrag ansehen
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Beitrag ansehen
Antworten Idee Deals
1701 Likes
524 Antworten
JCeballos
Teilnehmer/-in | Elite Partner
Februar 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Beitrag ansehen
Antworten Idee Deals
1701 Likes
524 Antworten
JCeballos
Teilnehmer/-in | Elite Partner
Februar 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
MJZook on Dezember 30, 2019
Duplicate Deals/Link Deals
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in Beitrag ansehen
Antworten Idee Deals Workflows
90 Likes
22 Antworten
JCeballos
Teilnehmer/-in | Elite Partner
Februar 03, 2022
I don't know, is this something that could help you? https://www.instrumental.net/es/deal-duplicator-para-hubspot?hs_preview=NGceVUwh-65426286848
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mathieueueu on März 17, 2021
How to check for duplicates deals ?
Hello, We had some kind of problems with a workflow made on Zapier, and we saw that some deals were duplicates. How can I check if there are any more ? There isn't the duplicate tools like in the contacts and companies tabs. Thank you
Antworten Diskussion Deals
1 Likes
3 Antworten
JCeballos
Teilnehmer/-in | Elite Partner
Februar 03, 2022
If you want to duplicate deals, I think the better option is use a tool, I suggest this that allows to automate deal duplication based on pipeline st...Beitrag ansehen
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ScotTrumeter on Februar 14, 2018
Clone a deal to bring into another pipeline?
I'm trying to bring a Deal, headed through our main sales pipeline, and add it to an "Upsell" secondary pipeline. Does anyone know how to bring the deal over or do I have to re-create the entire deal? Furthermore, if a Deal is Won, can it trigg Beitrag ansehen
Antworten Diskussion
12 Likes
9 Antworten
JCeballos
Teilnehmer/-in | Elite Partner
Februar 03, 2022
I think this is the tool you need for automate duplications: https://www.instrumental.net/en/deal-duplicator-for-hubspot
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