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JCeballos
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Membre depuis ‎déc. 14, 2021
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Julian Ceballos

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Résolues
esundance le 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.
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97 Mentions J'aime
45 Réponses
JCeballos
Participant
Mars 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 ...Lire la suite
SusanH le Mai 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.
Répondre Idée Deals
115 Mentions J'aime
20 Réponses
JCeballos
Participant
Février 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
SusanH le Mai 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.
Répondre Idée Deals
115 Mentions J'aime
20 Réponses
JCeballos
Participant
Février 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
MJZook le Décembre 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 Lire la suite
Répondre Idée Deals Workflows
80 Mentions J'aime
20 Réponses
JCeballos
Participant
Février 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
Résolues
mathieueueu le Mars 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
Répondre Discussion Deals
1 Mention J'aime
3 Réponses
JCeballos
Participant
Février 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...Lire la suite
Résolues
ScotTrumeter le Février 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 Lire la suite
Répondre Discussion
11 Mentions J'aime
9 Réponses
JCeballos
Participant
Février 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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