Duplicate Deals and Tickets in HubSpot
in a Few Clicks

It is very simple. Our team is always here to help and guide you through the setup, show you how the app works, and answer any questions you may have.

The only limits that apply depend on the selected plan and relate to the number of clones that can be created per month (manual, via auto-rules, or workflows).

You can start with the Free plan to test the app. It includes 15 manual clones, 15 via auto-rules, and 15 via workflows.

After that, you can choose the plan that fits your needs. Please note that workflow clones are available only starting from the Starter plan, so keep this in mind when planning your process.

If you need more clones in the Free plan for testing, just let us know!

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.

You should consider using CloneNer when you need to quickly duplicate records in HubSpot such as deals, contacts, custom objects, or tickets without recreating them manually.

It is especially useful when you repeat similar processes, need to copy records with predefined properties, or want to automate cloning using rules or workflows to save time and reduce manual work. 

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.
4.  Confirm payment - and done! 

P.S. Yearly saves up to 30%! 

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.

CloneNer offers four plans depending on how many clones and automation features you need.

• Free ($0) – Best for testing the app. You can create up to 45 clones in total across manual, auto-rules, and workflows. This plan is mainly for exploring the functionality.
  
  
• Basic ($19/month) – Suitable for small usage. It allows 60 clones per month, but does not include workflow clones, so automation options are limited.
  
  
• Starter ($49/month) – The most balanced and popular plan. It includes 900 clones per month and supports manual, auto-rules, and workflow clones, making it the best choice if you want full automation and scalability.
  
  
• Professional ($149/month) – Designed for large teams and heavy usage, with up to 9,000 clones per month and unlimited template creation.
  
  

For additional pricing information, please refer to the CloneNer page.

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.