--- title: How to Use Tokens Inside CloneNer for Advanced Experience description: Reuse original record values like close dates, amounts, or names when duplicating deals or tickets in HubSpot using CloneNer. image: https://www.4crms.com/hubfs/vitaly-gariev-nSj0hdQUrW0-unsplash.png --- [![logo](https://www.4crms.com/hs-fs/hubfs/logo.png?width=378&height=64&name=logo.png)](https://www.4crms.com/) - [Our Apps](https://www.4crms.com/apps-catalog) - [CloneNer Clone & Automate Best in Class Automation App](https://www.4crms.com/clonener) - [LineNer Manage Products & Bundles](https://www.4crms.com/linener) - [Copy Line Items Between Deals](https://www.4crms.com/copy-line-items-between-deals) - [Notifyer Track & Get Notified](https://www.4crms.com/notifyer) - [Data Bridge Extend & Access Instantly](https://www.4crms.com/data-bridge) - [FlowNer Enroll Contacts in Sequences (Get Sequences for Starter Hub)](https://www.4crms.com/flowner) - [See all...](https://www.4crms.com/apps-catalog) - [Pricing](https://www.4crms.com/pricing) - [Success Stories](https://www.4crms.com/success-stories) - [RevOps Works & FlowNer New!](https://www.4crms.com/success-story-revops-works-flowner) - [LUNOS Slovenija & Copy Line Items New!](https://www.4crms.com/streamline-hubspot-quoting-with-copy-line-items) - [Zestey Consulting & Data Bridge](https://www.4crms.com/how-zestey-consulting-optimized-hubspot-with-data-bridge) - [Zestey Consulting & LineNer](https://www.4crms.com/how-zestey-consulting-setup-the-ability-to-add-discounts-and-billing-terms) - [Velocity Growth & CloneNer](https://www.4crms.com/success-story-velocity-growth-clonener) - [Veeva Systems & LineNer](https://www.4crms.com/linener-veeva-systems) - [Grupo Servica & CloneNer Interview with Customer Q&A](https://www.4crms.com/blog/success-stories-how-grupo-servica-use-clonener-in-hubspot) - [Archy & FlowNer Interview with Customer Q&A](https://www.4crms.com/success-story-how-archy-automates-sales-sequences-with-flowner) - [For Partners](https://www.4crms.com/for-partners) - [Partner With Us](https://www.4crms.com/for-partners) - [Our Partners](https://www.4crms.com/hubspot-partner-experts) - Resources - [Knowledge Base](https://www.4crms.com/help) - [Our Security Measures](https://www.4crms.com/security-policy) - [Our Happy Customers](https://www.4crms.com/testimonials) - [Blog](https://www.4crms.com/blog) - [Help](https://www.4crms.com/help) [Contact us ![arrow](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/theme-icons/arrow-right-pixel.svg)](https://www.4crms.com/contact-us) 1. [Home](https://www.4crms.com/) 2. [Blog - HubsGrowth](https://www.4crms.com/blog) 3. [How to Use Tokens Inside CloneNer for Advanced Experience](https://www.4crms.com/blog/how-to-use-tokens-inside-clonener) Share ![background](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/bg-overlay-3.jpg?width=1151&height=397&name=bg-overlay-3.jpg) \# CloneNer # How to Use Tokens Inside CloneNer for Advanced Experience **Last updated:** 01 June 2026 Reuse original record values like close dates, amounts, or names when duplicating deals or tickets in HubSpot using CloneNer. ![](https://www.4crms.com/hs-fs/hubfs/vitaly-gariev-nSj0hdQUrW0-unsplash.png?width=428&height=335&name=vitaly-gariev-nSj0hdQUrW0-unsplash.png) In HubSpot, duplicating a deal, ticket, contact, company, or custom object often requires more than just copying values one-to-one. Most teams need to update specific fields dynamically, for example: - Set the new “Create date” based on the original “Close date” - Shift a renewal “Close date” by 1 month - Modify the name or description to include details from the source record This kind of logic isn’t possible with HubSpot’s native duplication. Even with custom workflows, maintaining this at scale remains complex and error-prone. --- A typical use case might involve: - Creating a follow-up deal after a previous one closes - Opening a renewal ticket linked to an existing customer record - Spawning custom objects during onboarding or support handoff In each case, the cloned object must reflect the context, not just be a copy. Hardcoding field values or updating them manually doesn’t scale and often leads to mistakes. --- ## How can [CloneNer](https://www.4crms.com/clonener) help? CloneNer supports dynamic logic for cloned records using tokens and calculated values. It works with **any object**, not just deals, and lets you define how each field should behave. [![Automate Record Cloning ](https://no-cache.hubspot.com/cta/default/39685994/interactive-212991934114.png)](https://www.4crms.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIr7l7s%2FVZIzpSe3ErXcaImbE3tPa5RJsPajIvJSsciWe51KXTFHQWXpys7xT9e8RVgyUISOkrqcvnXot3T2g9CWMa8MlBXcCRVp87p2mqQ7Cq8ogVnv031a%2BlUJqoI1zD5eUWAroUBetnq9XPF7c2XykUDK0%2F9AXLEZk0aGoUj4yfBzWkIql2oOU31%2Bk1UvbufqxMLRkc1WINmFS2IlspVWtWjhTvwbVNJQK%2BDAPsATPnpXw6T4GIM&webInteractiveContentId=212991934114&portalId=39685994) ### Tokens In CloneNer, tokens are a way to reference data from the original record you're cloning. For example, if the original deal has a close date of Feb 28, you can insert `{closedate}}` in any field to reuse that value in the new record. Tokens are written inside double curly braces, like `` or `` — and work in names, descriptions, custom fields, and more.  They pull values directly from the original record. You can use them in almost **any field** - name, description, text, number, dropdowns, even multi-line inputs. Examples: - Deal Name → `Renewal –` - Description → `Copied from original deal closed on` - Currency field → `` For date-type properties, you can select tokens from a dropdown, e.g., set “Create Date” to ``. ![](https://www.4crms.com/hs-fs/hubfs/image-png-Jun-30-2025-04-30-47-3454-AM.png?width=653&height=426&name=image-png-Jun-30-2025-04-30-47-3454-AM.png) ### Calculations For date properties, CloneNer lets you apply basic time shifts: - `+1 month` - `+30 days` - `+1 year` This is especially useful in renewal or follow-up flows, where the new “Close Date” should be calculated based on a previous one. --- ## How to use tokens inside [CloneNer](https://www.4crms.com/clonener) 1. Open what record you need to copy. 2. Find CloneNer on the tight side bar and click Duplicate Deal. Tokens can be used in two ways: 1. **Through dropdown menus** - in date-type fields, you can select the original date property (e.g. ``) or choose a calculated offset (e.g. `+30 days`). ![tokens](https://www.4crms.com/hs-fs/hubfs/image-png-Jun-01-2026-04-48-57-5049-AM.png?width=667&height=436&name=image-png-Jun-01-2026-04-48-57-5049-AM.png) 1. **Manually** - in any text or custom field, just type the token directly using ``. This works in: - Names - Descriptions - Notes - Custom properties (text, number, dropdowns) ![tokens ](https://www.4crms.com/hs-fs/hubfs/image-png-Jun-01-2026-04-49-56-9885-AM.png?width=667&height=439&name=image-png-Jun-01-2026-04-49-56-9885-AM.png) Tokens and static text can be combined in the same field. Field: Deal Name Value: `– Renewal for Q` --- Beyond manual duplication, you can also use tokens in: - **Auto-Rules**: dynamic logic for triggering cloning under specific conditions - **Templates**: pre-configured cloning setups that include tokenized fields - **Workflows**: CloneNer actions inside workflows support token-like logic, though the setup differs slightly from the UI This gives you a unified approach across different automation scenarios, with token support carried over. --- This improves accuracy, reduces manual work, and ensures cloned objects always follow a consistent format. If you're duplicating anything in HubSpot more than once, this is worth using. [Install CloneNer from HubSpot Marketplace.](https://ecosystem.hubspot.com/marketplace/apps/clonener-2156213) [Watch video guides or read FAQs if you have any questions.](https://www.4crms.com/help#video_guides_clonener)   Posted in: - \# CloneNer *Was* this *helpful?* ![](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/time-icon.svg) 3 minutes read In this article ![Yaryna Bil](https://www.4crms.com/hubfs/jl4(1)%201.png) Yaryna Bil Hey! I\`m Yaryna, a Product Success Manager passionate about HubSpot and helping clients get the most out of our apps. I write about CRM structure, automation, and the small process improvements that remove friction and support long-term growth. ![](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/bg-gr.jpg?width=320&height=179&name=bg-gr.jpg) Left with any questions? [Contact us![](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/theme-icons/arrow-right-pixel.svg)](https://www.4crms.com/contact-us) ![image](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/contact-widget-img.png?width=58&height=158&name=contact-widget-img.png) ## *Explore* our trending *publications* ### [![Follow-Up Automation for HubSpot Starter Clients: An Agency Playbook](https://www.4crms.com/hubfs/HubSpot%20Follow-Up%20Automation%20Playbook.png) \# FlowNer Follow-Up Automation for HubSpot Starter Clients: An Agency Playbook ![calendar](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-calendar.svg) October 06, 2026 ![clock](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-clock.svg) 12 min read](https://www.4crms.com/blog/follow-up-automation-for-hubspot-starter-clients-an-agency-playbook) ### [![CRM Trends 2027–2028: 9 Shifts for HubSpot and RevOps Teams](https://www.4crms.com/hubfs/CRM%20Ecosystem%20Dashboard%20Illustration.png) \# Tips and Tricks CRM Trends 2027–2028: 9 Shifts for HubSpot and RevOps Teams ![calendar](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-calendar.svg) October 06, 2026 ![clock](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-clock.svg) 29 min read](https://www.4crms.com/blog/crm-trends-2027-2028) ### [![HubSpot Sequence Automation: Enroll, Throttle, Unenroll](https://www.4crms.com/hubfs/ChatGPT%20Image%20Sep%2023%2c%202026%2c%2004_39_25%20PM.png) \# FlowNer HubSpot Sequence Automation: Enroll, Throttle, Unenroll ![calendar](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-calendar.svg) September 23, 2026 ![clock](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-clock.svg) 5 min read](https://www.4crms.com/blog/hubspot-sequence-automation-enroll-throttle-unenroll) ### [![Shared Inbox, Shared Noise: Fixing HubSpot's Missing Spam Layer](https://inboxspamfilter.com/screenshots/before-after-screenshots-before.png) \# Tips and Tricks Shared Inbox, Shared Noise: Fixing HubSpot's Missing Spam Layer ![calendar](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-calendar.svg) September 16, 2026 ![clock](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-clock.svg) 10 min read](https://www.4crms.com/blog/shared-inbox-shared-noise-fixing-hubspots-missing-spam-layer) ### [![Sequences Without the Upgrade: How FlowNer Brings Automated Follow-Ups to HubSpot Starter](https://www.4crms.com/hubfs/flowner_blog_header.png) \# FlowNer Sequences Without the Upgrade: How FlowNer Brings Automated Follow-Ups to HubSpot Starter ![calendar](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-calendar.svg) September 14, 2026 ![clock](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-clock.svg) 4 min read](https://www.4crms.com/blog/sequences-without-the-upgrade-how-flowner-brings-automated-follow-ups-to-hubspot-starter) ### [![How Agencies Automate Sequence Enrollment Across Client Portals](https://www.4crms.com/hubfs/pexels-burst-374074.jpg) \# FlowNer How Agencies Automate Sequence Enrollment Across Client Portals ![calendar](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-calendar.svg) August 27, 2026 ![clock](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/icon-clock.svg) 6 min read](https://www.4crms.com/blog/how-agencies-automate-sequence-enrollment-across-client-portals) ![](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/bg-glow.svg) Built to keep your organization secure ![Security SOC](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/security-soc.png?width=90&height=90&name=security-soc.png)![Security GDPR](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/security-gdpr.png?width=90&height=90&name=security-gdpr.png)![Security PCI-DSS](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/security-pci-dss.png?width=90&height=90&name=security-pci-dss.png)![Security CCPA](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/security-ccpa.png?width=90&height=90&name=security-ccpa.png)![Security HTTPS](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/security-https.png?width=90&height=90&name=security-https.png) ## Subscribe to our blog Get the inside scoop on industry news, product updates, and emerging trends, empowering you to make more informed decisions and stay ahead of the curve. [Contact us![](https://www.4crms.com/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/theme-icons/arrow-right-pixel.svg)](https://www.4crms.com/contact-us) ![image](https://www.4crms.com/hs-fs/hubfs/raw_assets/public/4CRMs%20-%20Redesign/images/support-info-img.jpg?width=600&height=400&name=support-info-img.jpg) - Apps - [CloneNer](https://www.4crms.com/clonener) - [LineNer](https://www.4crms.com/linener) - [FlowNer](https://www.4crms.com/flowner) - [Copy Line Items](https://www.4crms.com/copy-line-items-between-deals) - [Notifyer](https://www.4crms.com/notifyer) - [Data Bridge](https://www.4crms.com/data-bridge) - [Contact Optimizer](https://www.4crms.com/contacts-optimizer) - [Marketplace Apps reporter](https://www.4crms.com/hubspot-apps-reporter-old) - Information - [Security Policy](https://www.4crms.com/security-policy) - [Privacy Policy](https://www.4crms.com/privacy-policy) - [Cookie Policy](https://www.4crms.com/cookie-policy) - [Refund Policy](https://www.4crms.com/refund-policy) - [Terms of Service](https://www.4crms.com/terms-of-service) - [SLA](https://www.4crms.com/service-level-agreement) - [Status](https://4crms.hyperping.app/) - Resources - [Blog](https://www.4crms.com/blog) - [Video Guides](https://www.4crms.com/help) - [CloneNer Release Notes](https://www.4crms.com/clonener-app-release-notes) - [LineNer Release Notes](https://www.4crms.com/linener-app-release-notes) - Company - [Contact us](https://www.4crms.com/contact-us) - [About us](https://www.4crms.com/about-us) - [Testimonials](https://www.4crms.com/testimonials) - [Partnership](https://www.4crms.com/for-partners) Follow us on - [![linkedin](https://www.4crms.com/hubfs/linkedin.svg)](https://www.linkedin.com/company/4crms/) - [![youtube](https://www.4crms.com/hubfs/youtube.svg)](https://www.youtube.com/@4CRMs) Copyright 2026 © 4CRMs. ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "Yaryna Bil", "url" : "https://www.4crms.com/blog/author/yaryna-bil" }, "dateModified" : "2026-06-01T04:50:35.680Z", "datePublished" : "2025-07-01T16:05:11.000Z", "headline" : "How to Use Tokens Inside CloneNer for Advanced Experience", "image" : [ "https://www.4crms.com/hubfs/vitaly-gariev-nSj0hdQUrW0-unsplash.png" ], "mainEntityOfPage" : { "@id" : "https://www.4crms.com/blog/how-to-use-tokens-inside-clonener", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://www.4crms.com/hubfs/forCRMS.svg" } } } ```