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How to filter (group or find) deals (or other objects) that were cloned via the CloneNer app

Learn how to efficiently filter deals cloned via CloneNer in HubSpot with our step-by-step guide.

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!

If you find yourself in a situation where you need to filter objects that were created (cloned) via the CloneNer app, here is a quick step-by-step guide on how to do it.

Side note: Each HubSpot object has hundreds of properties and logs that help us identify and view this information.

If you go to Deal objects, there is a section under deal properties called "Deal Information" that contains fields like "Record Source" and "Record Source Detail 1."

filters-clone
  • In most cases, these values indicate how the deal (record) was created.

So, to filter and view deals (or other objects), we can simply use that criteria:

  1. Go to the deals view.
  2. Click on advanced filters.
  3. Add a filter for the source and specify the appropriate values.
advanced filter clonener

 

Note: you also can create a List in  HubSpot based on such criterial filters

image-png-Jul-24-2024-07-08-50-5406-AM

 

Still have questions? Let us know.

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