CloneNer

CloneNer Templates: Save Time and Customize Your Cloning Process

Discover how CloneNer’s new Templates feature can help you automate cloning processes, save time, and customize your workflow. Learn how to create templates, set default values, and choose which fields to copy.

John Maret

John Maret

Nice to meet you! I'm John (Jo), with over 10 years of experience in the IT industry. Since 2016, I've been deeply involved with HubSpot, managing teams of various sizes. My passion for HubSpot has led me to dedicate a significant portion of my time and effort to it. Feel free to connect with me on LinkedIn for any questions or insights. Thank you!

Let's talk

 

Unsure about something?

No way… Everyone wants to automate as much as possible—save time, save money, and reduce effort. But the question is, how?

Well, let me tell you — CloneNer already helps you save time and effort by cloning deals, tickets, and managing renewal deals. And yes, you’re absolutely right! It’s a game-changer.

But today, I’m excited to introduce something even more powerful — Templates!

CloneNer Templates!

Every business is unique, with its own items, properties, and workflows. That’s why we’re thrilled to announce our new feature: CloneNer Templates!  

4-Jan-21-2025-05-45-43-9123-PM

It’s simple:

Create your first template: name it, select the object (deal, ticket, etc.), choose and modify properties or skip them, pick associations, and add/save the template.

It’s all about making CloneNer even more flexible and tailored to your business needs. Ready to save even more time?

Try Templates today!

Latest Articles

Set Up and Use LineNer Templates for Faster Line Item Management

Set Up and Use LineNer Templates for Faster Line Item Management

A step-by-step guide to using LineNer Templates for faster, more accurate line item handling inside HubSpot Workflows.

CloneNer & LineNer’s Latest Game-Changing Updates!

CloneNer & LineNer’s Latest Game-Changing Updates!

Discover the latest CloneNer & LineNer updates from February-March 2025! Automate cloning in HubSpot Workflows, use quick date calculations...

How to Edit Line Items via Workflows in HubSpot

How to Edit Line Items via Workflows in HubSpot

Learn how to edit line items via HubSpot workflow to streamline your sales process, improve efficiency, and automate key updates effortless...

Explore Our Apps for Free! - Start Your Journey Today.

Maximize Your Focus, Minimize Your Effort.

RevOps Tools (1)