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Goohlay
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Nov 22, 2017
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Goohlay
Member | Diamond Partner
February 15, 2018
Reply to Cloning a Deal
Hi @TAM , No worries 🙂 You'll need to set each field manually. In order to capture the correct data, you need to match the "field name" and "...read more
Goohlay
Member | Diamond Partner
February 14, 2018
Reply to Cloning a Deal
Hi @TAM , You can see Internal Value of each field at "Property Settings" in Hubspot. Go to Settings > Properties > Deal Properties > D...read more
Goohlay
Member | Diamond Partner
December 07, 2017
Reply to Cloning a Deal
there's a workaround on cloning a deal: https://community.hubspot.com/t5/HubSpot-Ideas/Cloning-a-Deal/idi-p/28845
Goohlay
Member | Diamond Partner
December 06, 2017
Reply to Cloning a Deal
@Bahar , you need to set the custom value of each field for the data to be copied. See the step by step set-up of our zap. 1) Basically our zap, w...read more
Goohlay
Member | Diamond Partner
November 22, 2017
Reply to Cloning a Deal
I used an automation tool (ZAPIER) to "clone" a deal. We add another Deal Stage called "CLONE ME" exclusively for Cloning. So once you update deal ...read more
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