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JCeballos
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Julian Ceballos

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Solucionado
esundance on Maio 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.
Responder Discussão
97 avaliações positivas
45 Respostas
JCeballos
Participante
Março 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 ...Leia mais
SusanH on Maio 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 Idéia Deals
115 avaliações positivas
19 Respostas
JCeballos
Participante
Fevereiro 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
SusanH on Maio 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 Idéia Deals
115 avaliações positivas
19 Respostas
JCeballos
Participante
Fevereiro 10, 2022
Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot
MJZook on Dezembro 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 Leia mais
Responder Idéia Deals Workflows
79 avaliações positivas
20 Respostas
JCeballos
Participante
Fevereiro 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
Solucionado
mathieueueu on Março 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 Discussão Deals
1 avaliações positivas
3 Respostas
JCeballos
Participante
Fevereiro 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...Leia mais
Solucionado
ScotTrumeter on Fevereiro 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 Leia mais
Responder Discussão
11 avaliações positivas
9 Respostas
JCeballos
Participante
Fevereiro 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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