October brought exciting updates from 4CRMs - all focused on giving users more functionality and automation inside the HubSpot CRM.
In sync with this, we’ve rolled out new capabilities across our apps - CloneNer, Copy Line Item Between Deals, and Data Bridge - to help you automate repetitive steps, reduce errors, and keep your CRM structured. Here’s what’s new:
CloneNer - Clone & Duplicate
1. Keep Primary Tag/Association for Companies while Cloning
When cloning deals, users can now retain the primary tag or company association. This ensures that key relationships and identifiers are preserved automatically.
Why it matters for business:
- Saves time by automatically retaining key company associations
- Reduces errors caused by missing or incorrect tags
- Maintains consistent data across deals
Get your Free CloneNer test-drive...
2. Deal Name Autoincrement + Last Day of Month Calculation
CloneNer can now automatically increment deal names and calculate dates based on the last day of the month, including the last day of the same month in the following year.
Why it matters for users:
- Saves time by automating naming and date calculations
- Reduces errors caused by manual updates
- Enables more flexible and dynamic workflows by leveraging existing property data
3. Save Values in Properties While Cloning
Users can choose to preserve existing property values when cloning deals. This keeps your data consistent and prevents the need for manual updates.
Why it matters:
- Saves time by keeping property values intact
- Reduces errors from manual data entry
- Enables consistent workflows when cloning multiple deals
Try CloneNer and stop doing every duplicate manually.
Data Bridge - Bring External Data
Cross-Sharing Data Between Deals, Companies, Tickets, etc.
Data Bridge now allows you to share content across HubSpot objects - deals, companies, tickets, and more. Any embedded content can now be reused in multiple places without duplicating work.
Why it matters for business:
- Saves time by reusing content across multiple objects
- Reduces errors from duplicating or updating content manually
- Enables more consistent and manageable embedded data
Read more on how to get started with the Data Bridge App...
LineNer - Manage Products & Bundles
1. Clone Bundles
You can now copy an existing Bundle and adjust it however you want!
Use bundles of line items to allow teams to add multiple items to a deal at once.
Why it matters for business:
- Saves time by adding multiple line items in one step
- Reduces errors from manual entry
- Enables consistent and repeatable deal setups
2. Add Functionality of Tokens in .calc Values for Templates
LineNer templates now support tokens in calculation fields, just like CloneNer. This allows dynamic values from deal properties to populate line item fields automatically.
Why it matters for business:
- Saves time by automating calculations in line item templates
- Reduces errors from manual updates or miscalculations
- Enables more flexible workflows using existing property data
3. Filters in Update Line Item Workflow
You can now add filters to workflows that update line items, giving more control over which items get updated.
Why it matters for business:
- Saves time by targeting updates only where needed
- Reduces errors from blanket updates
- Enables more precise and controlled workflows
4. Reset Possibility Dropdown Values in Workflows
In LineNer workflows, if you’ve selected an additional property for a line item but later want to remove it, you no longer need to close or restart the workflow. Select “none” from the dropdown to reset the value.
Why it matters for business:
- Saves time by allowing quick removal of additional properties without interrupting the workflow
- Reduces errors from outdated or incorrect dropdown selections
- Keeps data clean and consistent across all line items
Get your Free LineNer test-drive!
We’d Love Your Feedback
We’re always working to make HubSpot workflows smarter, faster, and more reliable. These updates are designed to save you time, reduce errors, and give you more control over your deals, line items, and data.
More updates are on the way, so stay tuned, and feel free to share your feedback - it helps us build HubSpot Apps that truly support the way you work inside HubSpot.
Get started with the latest updates today and see how they can simplify your workflows!
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