Clone deals via workflow

Clone A Deal – workflow action for duplicating deals including associations and line items.

Installation & subscription

Install the app via the button at the top of this page or via the HubSpot App Marketplace. After installation, you have a 14-day free trial available for your portal.

You can subscribe via the link in the app settings. You can access these via the settings icon in the HubSpot menu bar, then Integrations → Connected Apps. There, click on Actions → Go to settings.

After payment, you are redirected to a page where you enter the Portal ID of the HubSpot portal to which the license should be assigned. You can find the portal ID in your browser's address bar.

If you uninstall the app in your portal, your subscription remains active and continues to apply after reinstallation.

The subscription is tied to your portal and generally not transferable. If you have purchased an annual license and want to move the app to another portal, write to us at apps@adunera.com – we'll take care of it.

Setup in the workflow

Create a deal-based workflow and add the action Clone A Deal to it.

With this action you assign a name to the cloned deal – using a deal token, you can keep the original name or add a prefix or suffix. You also assign a pipeline stage to the new deal and determine whether associations to contacts, companies, and line items are retained. Line items are duplicated and seamlessly linked to the new deal.

Name of the newly cloned deal: Enter a new name or keep the old name and add a prefix/suffix to distinguish the old and new deal.

Pipeline stage of the new deal: Sets the stage of the new deal – it can differ from the stage of the original deal.

Retain selected associated engagements: Select none, one, or multiple associated engagements that the cloned deal should take over.

Clone only certain products (line items)

To, for example, carry over only recurring products from your original deal into your new deal, please use the condition field. Conditions consist of the internal name of a line item/product property and the following operators:

== equal to
!= not equal to
<= less than or equal to
>= greater than or equal to
< less than
> greater than

You combine multiple conditions with || (or) and && (and). Example – clone only monthly billed line items with a price above 10:

{recurringbillingfrequency} == "monthly" && {price} > 10

Properties are placed in { } braces, text values in quotation marks " ". To clone all line items, leave the field empty.

Note: If a line item has a property with a value that no longer exists, an error message occurs. To avoid this, go to Settings → Integrations → Connected Apps → "Clone A Deal" and enable "Silently skip invalid properties." The line item will then be cloned and the affected property will remain empty.

Warning – infinite loop: If multiple deals are enrolled via a manual trigger with filters such as "Deal name contains …" and the clones carry the name of the original (e.g. TestDeal → TestDeal (cloned)), the new deals will be re-enrolled into the same workflow. Therefore, add a condition that excludes the cloned deals.

CRM card

In addition to the workflow action, the app provides a CRM card in the deal. With a click, the current deal is cloned with all associations and receives the same name with the suffix "(cloned)".

Limitations

Processing 1,000 requests takes about 5 minutes. If it takes longer, contact our support at apps@adunera.com.

Each cloning process generates about 5 HubSpot API requests, depending on the associations retained. Note your portal's daily API limit, which is also used by other apps. Opening the workflow action generates 2 additional requests to load pipelines and stages.

Questions?

Write to us at apps@adunera.com – we're happy to help.