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JCeballos
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Member since ‎Dec 14, 2021
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  • Replies
    5
  • Upvotes Given
    1
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Julian Ceballos

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Activity

Solved
esundance on May 12, 2017
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.
93 upvotes
44 Replies
Participant
March 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 ...read more
SusanH on May 15, 2020
We've been using Hubspot CRM for about 5 years now. WHEN WILL HUBSPOT HAVE THE BASIC CRM CAPABILITY OF CLONING A DEAL?? No idea why this is not part of the basic functionality.
107 upvotes
18 Replies
Participant
February 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
SusanH on May 15, 2020
We've been using Hubspot CRM for about 5 years now. WHEN WILL HUBSPOT HAVE THE BASIC CRM CAPABILITY OF CLONING A DEAL?? No idea why this is not part of the basic functionality.
107 upvotes
18 Replies
Participant
February 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
MJZook on December 30, 2019
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 read more
70 upvotes
16 Replies
Participant
February 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
Solved
mathieueueu on March 17, 2021
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
1 upvote
3 Replies
Participant
February 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...read more
Solved
ScotTrumeter on February 14, 2018
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 read more
11 upvotes
9 Replies
Participant
February 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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