Duplicate Deals and Tickets in HubSpot
in Few Click

No, you don’t need to leave HubSpot to use CloneNer. Here’s what you can expect:

• Fully Integrated: CloneNer is completely integrated into the HubSpot platform.
• Direct Access: You can configure and access all features directly within your HubSpot portal.

CloneNer is fully embedded in HubSpot CloneNer is built exclusively (and only) for HubSpot. It has evolved over the years of working closely with the HubSpot community. Use directly inside HubSpot, no extra login needed.

Yes, CloneNer is compatible with all HubSpot CRM versions, ensuring a straightforward duplication process for everyone.

Usually our clients consider using the CloneNer app when they or their team is working on renewing (recurring) deals. It’s especially handy for cloning deals, contacts, tickets, and custom objects, even if they’re in different pipelines.

Using CloneNer makes it super easy to duplicate these items, saving you time and helping to avoid mistakes.

To upgrade the CloneNer App to a paid plan, follow next steps:

1. Go to the CloneNer widget by opening any HubSpot object (Deal, Ticket, Company, or Contact) and finding it in the right-side menu.

2. Open the Actions option and select the Subscribe/Upgrade Now.
3. Select a CloneNer plan from the pop-up (Basic, Starter or Professional), click 'Upgrade,' and complete payment.

Setting up the auto-rule in the CloneNer app is quite simple. Just follow these steps:

1. Create a new auto-rule.

2. Establish your automation logic. Think of it like "If This, Then That"—set conditions for when you want to duplicate a deal.

Read more about the CloneNer Auto-Rule feature.

The CloneNer app allows you to clone the following HubSpot objects:

• Deals,
• Tickets,
• Companies,
• Contacts (including Quotes, Tasks, Notes, Line Items),
• HubSpot Custom Objects.

Note: When cloning a Deal, all associated Deal properties and their values are transferred to the new Deal. Additionally, any existing associations with other objects, such as Contacts or Companies, are preserved. You can also choose to include any Products linked to the Deal.

In short, CloneNer keeps all relationships intact, making it easy to manage these associations

To duplicate deals in your HubSpot, just follow the steps below:

1. Access the deal: Open the deal record you want to duplicate.
2. Open CloneNer: In the right sidebar, select "Duplicate Deal" option.
3. Adjust settings: Choose which properties and associations to keep.

4. Confirm: Click "Clone" to create the new deal.

For a complete guide on duplicating deals, follow our step-by-step instructions.

Here’s how you can duplicate a ticket:

1. Open the ticket: Navigate to the ticket record you want to duplicate.

2. Find CloneNer: In the right sidebar, click "Duplicate ticket" in the CloneNer widget.

3. Customize settings: Choose which relationships (contacts, companies, products) to include.

4. Create the duplicate: Click "Clone" to generate the new ticket with your selected settings.

Absolutely! CloneNer duplicates all deal properties, including custom fields, ensuring that all important information is preserved in the duplicated deal. 

This means that you won’t have to worry about missing any important details (whether they’re specific notes, custom properties, or standard information).

Yes, the CloneNer app allows cloning deals across different pipelines and stages in HubSpot.

When a deal is duplicated, you can specify the pipeline and stage for the cloned deal, which gives you robust flexibility.

To filter deals or other objects that have been duplicated using the CloneNer app, follow the steps below:

1. Navigate to the Deals view in HubSpot and click on "Advanced Filters."
2. In the filter options, go to the "Deal Information" section, which contains fields like "Record Source" and "Record Source Detail 1."
3. Add a filter for the "Record Source" and specify the values that indicate records duplicated by the CloneNer app.

For more detailed and in-depth info about filtering deals and other objects, read our comprehensive step-by-step guide.

No, CloneNer does not save or store any of your data. We only use your data to help with the duplication process, ensuring it stays secure in your HubSpot account.

We don’t keep or archive any of your information - it remains fully under your control. Our role is to assist you in managing and cloning your records without compromising your privacy.

Note: CloneNer - Clone & Duplicate is officially certified by HubSpot app, which serves as a top indicator of our app's security.

Of course! CloneNer is developed with security in mind, making it safe to use with sensitive data.

Here are a few key points regarding its security features:

1. Data encryption.
2. Compliance. 
3. Access controls.
4. Regular security audits.
5. Integration with HubSpot security. 

Visit our Security Policy page for further details and guidelines.

Sure! Once you install the CloneNer app, you gain access to our dedicated technical support team. Should you experience any issues, our team is here to assist you promptly.

Additionally, we appreciate your input and encourage you to share any feedback or suggestions for improving the app. Your insights are very important to us and will help us enhance the functionality of CloneNer.

The pricing for the CloneNer app can vary depending on the subscription plan (monthly or yearly). In short, 

• Plans start at $19 per month for 30 clones.

Yes, CloneNer offers a discount when you opt for an annual subscription compared to the monthly plan. More specifically, you can 

• unlock up to 30% off the Starter and Professional plans with our annual commitment.

Yes, CloneNer offers a free trial so you can explore its features and see how it works before committing to a subscription.

For in-depth pricing details, please navigate to the CloneNer page.