CloneNer for HubSpot - Setup Guide

What is CloneNer? A simple app that does clones.

CloneNer - Clone & Duplicate is now a certified app in the HubSpot App Marketplace!

As the developers behind CloneNer, we are thrilled to introduce this groundbreaking app that is set to revolutionize data management for businesses worldwide. CloneNer for HubSpot is the culmination of our team's dedication to creating a tool that simplifies and enhances data copying, property management, and association handling.

CloneNer's core functionality lies in its ability to effortlessly copy various data elements, including their properties and associations. This feature alone is a game-changer for businesses that rely on accurate and efficient data replication. Gone are the days of manual data entry, fraught with the risk of errors and inefficiencies. With CloneNer, we empower businesses to ensure data accuracy and consistency across the board.

The CloneNer App is officially listed in HubSpot App Marketplace! Check it Out!

CloneNer’s Main Features

Robust Support for Custom Properties: CloneNer excels in replicating custom properties, acknowledging the diverse data attributes unique to each business. This feature underscores CloneNer's commitment to comprehensive data management, ensuring data integrity and uniformity across varied data structures.

User-Friendly Interface: The development team has prioritized creating an intuitive interface for CloneNer. With a focus on accessibility, users of all technical backgrounds can navigate the app effortlessly. Step-by-step guidance facilitates quick adaptation, allowing users to seamlessly incorporate CloneNer into their workflows with minimal learning curve.

Protected Data: We employ top-tier HTTPS encryption to ensure that all data traffic is thoroughly protected. Your data is never stored outside of our secure HubSpot environment; we only process it for a brief moment before securely transmitting it.

Performance Optimization: CloneNer boasts exceptional performance, even when handling large volumes of data. Its speed and reliability ensure uninterrupted data management operations, vital for maintaining productivity and operational efficiency within businesses.

Cornerstone Data Management Tool: Positioned as a cornerstone in the arsenal of data management tools, CloneNer not only saves time but also enhances data accuracy and consistency. This elevates decision-making processes and overall business operations, making CloneNer an indispensable asset for businesses.

Install the CloneNer App

Follow these steps to install CloneNer for your HubSpot account:

1. Log in to your HubSpot account
2. Navigate to Settings > Integrations > Visit App Marketplace
3. Search for "CloneNer" and select it from the list
4. Click on "Install" and follow the prompts to complete the installation
5. Select your HubSpot account (portal)
6. Click "Choose Account" then Review the requested scopes on this screen. 

Configure the CloneNer App

Once installed, that's it; you can use it. There are no extra required configurations for CloneNer to start working with it. However, here is an overview of the auto-rule feature and a guide to its configurations that may be helpful. 

Auto Rules

All you have to do is establish your automation logic, similar to the "If This, Then That" concept you may already be familiar with.

1. Create a New Auto-Rule: Next, you'll create a fresh automation rule within your HubSpot account. This rule will define the conditions that trigger deal duplication.
2. Define Source Deal Conditions: Specify the pipeline and stage conditions that apply to the source deal, the one you want to duplicate.
3. Specify Duplicate Deal Conditions: Now, select the pipeline and stage conditions for the duplicate deal, where the duplicated deal will be placed.
4. Press "Add Auto-Rule" button.

Activation Upon Condition Fulfillment: Once the specified conditions are met, the deal duplication will trigger automatically. This ensures that the deal duplicates precisely where and when you want it in your CRM.

By following these simple steps, you'll have your deal duplication process up and running smoothly. It will intelligently automate the process to align with your unique workflow requirements.

Usage Details

Wondering how many clones were made? You can find this information in the "Account & Billing" section, accessible from the action dropdown menu in the right card section.

Another cool feature of CloneNer is that you can always monitor how the app is being used, including the number of clones made and remaining, along with operation logs."

Use the CloneNer App [Guide]

Congratulations!  🎉 You've successfully installed the CloneNer app!

As the CloneNer app enables working with contacts, companies, deals and tickets, here are two use cases:

• The first involves duplicating a deal, which is the most common scenario.
• The second outlines general steps for supported non-deal records, including contacts, companies, and tickets

How to Use CloneNer App for Deal Duplication

1) Please navigate to your HubSpot account and select the deal you wish to clone.

2) Locate the CloneNer widget in the right sidebar and click on "Duplicate Deal". This action will prompt a popup window to appear, unveiling your CloneNer workspace.

3) Choose a New Deal Name, select the Pipeline and Deal Stage (if applicable).

4) In the 'Additional Properties' section, you can optionally add some properties via the UI to streamline the cloning process within the CloneNer.

5) Also, select associations you wish to preserve in the new deal in the section "Choose Deal Associations"

6) Once the above steps are completed, click the "Clone Deal" button. Right after that, you'll see the message "The deal  created successfully! Click here to see".

Note: "click here to see" navigates to the new deal.

How to Use CloneNer App for Non-Deal Records (Contacts, Companies, Tickets):

1. Navigate to your HubSpot account and select the object (contact, ticket, or company) you wish to clone.
2. In the right sidebar, find the CloneNer card and click on "Duplicate" (contact, ticket, or company). This action will prompt a popup to appear, unveiling your CloneNer workspace.
3. Specify the new name for the record (contact, ticket, or company) you want to clone, and manage preferences including associations you wish to preserve in the record.
4. Once the above steps are completed, click the "Clone" button. 
   

Uninstall

To remove CloneNer from your HubSpot account, please refer to the guidance provided in the HubSpot Knowledge Base article. 

1. In your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.
2. Click Actions on the app you want to disconnect, then click Uninstall.
3. In the dialog box, type “uninstall” in the text field and click Uninstall.

Please be aware that any data previously optimized or managed by CloneNer could be impacted. It's important to export any vital data before proceeding with the disconnection or uninstallation process. Without CloneNer, your data management may become less efficient, necessitating more manual effort to maintain data accuracy.

Before disconnecting and uninstalling, it's essential to assess your specific requirements and have a data backup strategy in place to minimize disruptions to your operations.

Additionally, ensure that you consult the most current documentation and support resources provided by CloneNer for the most accurate and up-to-date instructions.

Conclusion

In conclusion, CloneNer for HubSpot represents a significant milestone in data management innovation. If you're seeking a solution to streamline data copying, manage properties and associations, and handle custom properties with ease, CloneNer is the answer. We are proud to offer this powerful tool to businesses and are confident that it will transform the way you manage data.

CloneNer embodies our dedication to empowering businesses with the tools they need to succeed. 4CRMs is excited to present CloneNer, a true game-changer!