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Meet Personalization Tokens in Property Values: CloneNer Level-Up

Discover how small teams make a big impact with CloneNer’s latest update: Personalization Tokens in Property Values. Automate recurring deal renewals and easily manage cloned deals, contacts, and more in HubSpot.

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!

I would like to start this article from next quote:

Small Team. Big Impact. - John Maret

I think this is very true, when it comes to vendors who built apps for HubSpot, don’t you?Personally, I’m connecting with more and more folks, who built the superb apps for HubSpot, and those teams are less 10 folks.
 
and You know what we are making Big Impact for HubSpot customers/users - we are helping them manage renewal deals and all the jazz related to Clone & Duplicate work.
 

Personalization Tokens in Properties

With that said, I want to present you our recent CloneNer Updates - Meet Personalization Tokens in Property Values.
 
properties

What does that mean? - This means providing a more flexible and efficient way to automate the renewal process for your recurring deals. By automating tasks, it helps sales reps—and anyone involved with recurring contracts—save valuable time.

Rather than manually tracking and managing renewals, the system can handle these tasks automatically, reducing the risk of missed deadlines, errors, or overlooked opportunities. This flexibility empowers your team to focus on high-value activities, like building relationships and closing new deals, instead of getting bogged down by administrative work.

How to use  "Personalization Tokens" in CloneNer App?

Using 'Personalization Tokens' in the CloneNer App is straightforward.

First, locate the Internal Name of the property you want to personalize. Once you have the Internal Name, you simply place it inside double curly brackets like this: .

property-sample

This will allow the CloneNer app to dynamically pull and apply the relevant property information during the cloning process.

For instance, if you're working with a property Annual Revenue, and the internal name is 'annualrevenue,' you would input . This technique helps you personalize cloned deals, tickets, contacts, companies, and more with ease.

What’s next? Give it a try!

This feature is available on all plans, so no matter which one you’re on, you can start using it right away. We’re excited to hear what you think and would love to get your feedback. Your insights help us improve, so feel free to share your experience and any ideas you have for new features or enhancements.

Together, we can make the CloneNer app even better!

 

 

 
 
 

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