Duplicate Deals, Contacts, and Tickets

To duplicate deals in your HubSpot, just follow the steps below:

1. Access the deal: Open the deal record you want to duplicate.
2. Open CloneNer: In the right sidebar, select "Duplicate Deal" option.

3. Adjust settings: Choose which properties and associations to keep.

4. Confirm: Click "Clone" to create the new deal.

For a complete guide on duplicating deals, follow our step-by-step instructions.

Here’s how you can duplicate a ticket:

1. Open the ticket: Navigate to the ticket record you want to duplicate.

2. Find CloneNer: In the right sidebar, click "Duplicate ticket" in the CloneNer widget.

3. Customize settings: Choose which relationships (contacts, companies, products) to include.

4. Create the duplicate: Click "Clone" to generate the new ticket with your selected settings.

To duplicate custom objects in HubSpot, simply follow these easy steps:

1. Copy the custom object URL. First, navigate to the custom object record you wish to replicate and copy its URL.
2. Open CloneNer. Access any native HubSpot object (such as Contacts, Deals, or Tickets), and locate the CloneNer app in the right sidebar.
3. Start the duplication process. Within the CloneNer app, find the CRM card and activate the “Duplicate Contact” button.
4. Choose your custom object. Click on "Custom Object" and paste the previously copied URL of the single record, then press the “Submit” button. 
5. Customize your duplicate. Once linked, modify any necessary fields, decide which relationships to include, and click the “Clone” button.

And there you have it! Your custom object has been successfully duplicated.

For additional insights, see our article How to Duplicate Custom Objects With CloneNer?

Yes, the CloneNer app allows cloning deals across different pipelines and stages in HubSpot.

When a deal is duplicated, you can specify the pipeline and stage for the cloned deal, which gives you robust flexibility.

Yes, CloneNer is compatible with all HubSpot CRM versions, ensuring a straightforward duplication process for everyone.

Absolutely! CloneNer duplicates all deal properties, including custom fields, ensuring that all important information is preserved in the duplicated deal. 

This means that you won’t have to worry about missing any important details (whether they’re specific notes, custom properties, or standard information).

Yes, the CloneNer app supports personalization tokens in property values.

This feature allows you to customize and personalize the information being cloned, ensuring that each duplicated deal, contact, or other object retains relevant and specific data tailored to your business needs.

Fir further insights on personalization tokens, see our comprehensive guide.

To filter deals or other objects that have been duplicated using the CloneNer app, follow the steps below:

1. Navigate to the Deals view in HubSpot and click on "Advanced Filters."
2. In the filter options, go to the "Deal Information" section, which contains fields like "Record Source" and "Record Source Detail 1."
3. Add a filter for the "Record Source" and specify the values that indicate records duplicated by the CloneNer app.

For more detailed and in-depth info about filtering deals and other objects, read our comprehensive step-by-step guide.