Quick summary
CloneNer is a HubSpot Marketplace app that lets sales teams clone and duplicate deals in HubSpot CRM with just a few clicks. Installing CloneNer from the HubSpot App Marketplace and using its Duplicate Deal button eliminates manual re-entry and speeds up pipeline management.
Steps
- Navigate to the Marketplace icon on the top right of HubSpot.
- Select App Marketplace from the dropdown menu.
- Search for CloneNer in the search bar.
- Install the app from the search results.
- Choose the Account where you want CloneNer to function.
- Click the Connect app button to complete the connection.
- Navigate to CRM > Deals and locate the deal you want to copy.
- Click on the deal to open its detailed view.
- Scroll down the right column and find the CloneNer app section.
- Click Duplicate Deal to begin the duplication process.
- Add or edit any additional properties, then hit the Clone Deal button.
- Confirm the success prompt to verify the deal was cloned successfully.
