Copy Line Items Between Deals As Never Before

Copy Line Items Between Deals in HubSpot – The Easy Way!

Do you need an easy and effective method to transfer line items between HubSpot deals? Our app simplifies the process! Rather than manually recreating line items for each new deal, our solution lets you clone, transfer, and duplicate them with just a few clicks—saving your sales team time and minimizing errors.

Why Use Our Copy Line Items App?

• ✅ Instantly Duplicate Line Items – Copy products, pricing, and details from one deal to another without manual data entry.
• ✅ Streamline Sales Workflows – Automate deal creation while ensuring accurate line item migration between deals.
• ✅ Save Time & Reduce Errors – Avoid costly mistakes and inconsistencies when managing renewal deals, upsells, and cross-sells.
• ✅ No Coding Required – Unlike API-based solutions, our app works natively within HubSpot, making it easy for sales teams to use.
• ✅ Supports Workflows & Automations – Perfect for businesses that create renewal deals, contract extensions, and follow-up deals.

Common Use Cases:

🔹 Renewal Deals – When closing a deal, automatically copy line items to a renewal deal in another pipeline.
🔹 Upsell & Cross-Sell Opportunities – Clone products from existing deals to new ones for account expansion.
🔹 Multi-Pipeline Sales Processes – Move line items across different deal stages without needing complex integrations.
🔹 Custom Pricing & Discounts – Ensure the correct pricing structure is maintained when copying deal details.

How It Works:

1️⃣ Open the deal with the line items you want to copy.
2️⃣ Select the destination deal where you want to transfer the line items.
3️⃣ Click to clone – all selected line items are copied instantly!

Who Is This For?

• Sales teams using HubSpot CRM to manage deals.
• Account managers handling renewals, upgrades, and contract extensions.
• Businesses automating their sales process with workflows and pipelines.
• HubSpot users looking for a fast, no-code solution to duplicate line items.

Get Started Today!

Eager to make your HubSpot sales process a breeze and say goodbye to tedious data entry? Give our Copy Line Items Between Deals app a try for free and discover how much time you can save!