How to Clone a Deal in HubSpot

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

1. Navigate to the Marketplace icon on the top right of HubSpot.
2. Select App Marketplace from the dropdown menu.
3. Search for CloneNer in the search bar.
4. Install the app from the search results.
5. Choose the Account where you want CloneNer to function.
6. Click the Connect app button to complete the connection.
7. Navigate to CRM > Deals and locate the deal you want to copy.
8. Click on the deal to open its detailed view.
9. Scroll down the right column and find the CloneNer app section.
10. Click Duplicate Deal to begin the duplication process.
11. Add or edit any additional properties, then hit the Clone Deal button.
12. Confirm the success prompt to verify the deal was cloned successfully.