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:
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Set the new “Create date” based on the original “Close date”
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Shift a renewal “Close date” by 1 month
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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:
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Creating a follow-up deal after a previous one closes
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Opening a renewal ticket linked to an existing customer record
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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 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.
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 ofFeb 28, you can insert it 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:
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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 .
Calculations
For date properties, CloneNer lets you apply basic time shifts:
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+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
- Open what record you need to copy.
- Find CloneNer on the tight side bar and click Duplicate Deal.
Tokens can be used in two ways:
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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).
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Manually - in any text or custom field, just type the token directly using
. This works in:-
Names
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Descriptions
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Notes
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Custom properties (text, number, dropdowns)
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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:
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Auto-Rules: dynamic logic for triggering cloning under specific conditions
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Templates: pre-configured cloning setups that include tokenized fields
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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.
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