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JCeballos
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esundance en May 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.
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JCeballos
Participante
Marzo 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 ...Leer más
SusanH en May 15, 2020
Deal Cloning
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.
Responder Idea Deals
115 Me gusta
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JCeballos
Participante
Febrero 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
SusanH en May 15, 2020
Deal Cloning
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.
Responder Idea Deals
115 Me gusta
19 Respuestas
JCeballos
Participante
Febrero 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
MJZook en Diciembre 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 Leer más
Responder Idea Deals Workflows
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JCeballos
Participante
Febrero 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 en Marzo 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
Responder Conversación Deals
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JCeballos
Participante
Febrero 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...Leer más
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ScotTrumeter en Febrero 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 Leer más
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9 Respuestas
JCeballos
Participante
Febrero 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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