CloneNer - Duplicate HubSpot Deals, Contacts, and Tickets

Brief Intro (see 80-second video on the left)

What Does the CloneNer App Do?

CloneNer is specifically designed to make your work in HubSpot more efficient and error-free. But what exactly can it do for you?

Imagine you've successfully closed a deal with a client in HubSpot. Now, you want to replicate that deal for a similar opportunity, a new customer, or a related project. This task can be time-consuming and prone to errors if done manually.

Effortless Duplication: CloneNer automates deal duplication in HubSpot.
Time Saver: Eliminate manual input, saving you valuable time.
Error Prevention: Reduce the risk of data copying errors.
Customization: Tailor deals by selecting specific associations or modifications.

Experience the efficiency of automated deal duplication with CloneNer - clone deals and watch as your workflow becomes smoother, faster, and error-free.

Ambra Cannavo

Webinar Manager at Webinarprosrl

"CloneNer: It's a great time saver"

“The time saver app. At first I had some technical issues using CloneNer but after I contact via mail their support they solved the issue just in a single day and now I can duplicate without any problems! Really fast and useful support!“

Patrick Thorp

Chief Revenue Officer

“CloneNer is a great time-saving application!”

“We had to dupe historical deals so we could move them from a new business pipeline to an implementation pipeline. There was an initial bug, but they fixed it really quickly, then worked great and still does!

Sara Sara

Sales Enablement Specialist

CloneNer - Great App!

“Great App! A very useful and fast tool! The developers are particularly attentive to the users' needs and are very kind! We use it to duplicate our deals for products/services with annual subscriptions. Fast, easy to use!“

Kristin Banker

Digital Marketing Manager at ConnexPay

“Love this app!”

"Our implementation team had a large project that required them to duplicate several tickets. This app helped with this project tremendously. We initially downloaded CloneNer to duplicate tickets, but we are looking into using this for deals as well. This app allows you to include associations. The customer support is also great."

Jules Roebbelen

Customer Success Manager at Caredove

“Easiest deal duplication tool"

“We have tried several different deal duplication widgets, and CloneNer is by far my favourite. We duplicate deals for customers at the time of their renewal, which is usually a 12-month term. Creating a duplicate deal from scratch, especially all the contacts and line items, is incredibly time consuming. This saves me probably 5-10 minutes for each deal I have to duplicate. No cons that I can identify! We love it."

Morera Cordero

Systems engineer at Grupo Servica

“Perfect for what I need”

“CloneNer works great and makes our work easier as we can speed up or reduce the time it takes to create a business by cloning existing ones. We like the ability to clone and thus speed up work and reduce time.“

Serves Post-Sales and Delivery Teams in any Industry

CloneNer streamlines your workflow by effortlessly duplicating deals and placing them in the appropriate pipeline, eliminating the need for manual duplication. Say goodbye to tedious, time-consuming tasks and experience efficient deal management.

Post-Deal Transition in Manufacturing and Construction Industries

CloneNer App ensures a smooth transition once a deal is won. We automatically move all relevant details directly to the customer support department, preserving and centralizing all related data for enhanced efficiency and customer satisfaction.

Free

$0 /

to test drive app

What’s included:

25 duplications (clones)

Clone using auto-rules

Duplication of custom objects

Available to all portal users

Duplicate across pipelines and stages

Starter

$49 / month

for startups

What’s included:

100 duplications (clones) / month

100 duplicates using auto-rules (up 5 rules)

Available to all portal users

Keep all associations

Duplicate across pipelines and stages

Professional

$149 / month

for large companies

What’s included:

500 duplications (clones) / month

500 duplicates using auto-rules (up 15 rules)

Available to all portal users

Duplicate across pipelines and stages

Duplicate quotes

Keep All Associations

Is there a user limit on the CloneNer App (extension)?

No, there is no any user limit. Once the CloneNer is installed, any user in HubSpot portal can use it.

Is it possible to duplicate deals in HubSpot?

Install the app within minutes and let it take care of the rest. Whether you prefer manual duplication, including between different pipelines, or automated duplication based on predefined conditions, the app has you covered.

How do I duplicate a deal in HubSpot?

Are you ready to revolutionize your deal cloning process? Setting up is a breeze - simply unleash your logic and let automation do the work for you.

Install CloneNer App
Create a new automation rule.
Select the pipeline and stage condition of the source deal.
Select the pipeline and stage of the duplicate deal.
When the condition is met, the deal will duplicate where you want it.

How to create a deal in HubSpot?

Create a deal from your deals index page

To manually create a deal:

In your HubSpot account, navigate to Sales > Deals.
In the upper right, click Create deal.
In the right panel, enter the details of the deal.

create-deal

In the Associate deal with section, search for and select records or line items the deal is related to.

Click Create deal. If you want to create another deal, click Create and add another

How does CloneNer work?

CloneNer integrates directly with your HubSpot CRM, allowing users to select and replicate deals with just a few clicks. It retains crucial deal information while creating a duplicate, ensuring accuracy and efficiency.

Can CloneNer duplicate deals with custom properties or fields?

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

Is there a limit to the number of deals I can duplicate using CloneNer?

No, CloneNer does not impose any limitations on the number of deals you can duplicate. You can replicate deals based on your requirements without any restrictions.

Which HubSpot objects (properties and/or fields) can be cloned?

CloneNer clones Deals, Tickets, Contacts, Companies, and even HubSpot Custom Objects!

All HubSpot Deal properties and their values will be cloned to the new Deal. Any associations that exist with other objects like Contacts or Companies will also be preserved.

Lastly, you have the option to also carry forward any Products associated with the Deal.

In short - we do clone and keep all relationships! Moreover, you can manage relationships and associations.

How to Duplicate (Clone) Custom Objects using CloneNer?

To create duplicates for your custom objects in HubSpot, follow these steps:

First, head over to the custom object record you're aiming to replicate and grab its URL.

Then, within the realm of any native HubSpot object (be it Contacts, Deals, or Tickets), make your way to the CloneNer app situated on the right sidebar and launch it.
In the right-hand sidebar, scroll down to find the CloneNer CRM card and click the “Duplicate Contact” button.
Navigate to the "Custom Object" and click on it.
Paste the URL of your Custom Object, ensuring it's for a single record. Click the “Submit” button.
Then a Custom object will be connected. Edit the required fields, choose which associations to carry over and click the “Clone” button.

Done! Your Custom Object is duplicated seamlessly.

By installing this app (widget) can I receive technical support?

Yes! As a user or customer, you have access to our technical support team if you encounter any issues. We also welcome your feedback on how we can improve the app!

Is it possible for cloned Deals to be present in different pipelines?

Indeed, a cloned Deal can simultaneously exist in multiple pipelines within HubSpot. However, these Deals lack any inherent connection, necessitating their handling as distinct entities.

Is CloneNer compatible with all versions of HubSpot?

Yes, CloneNer is designed to seamlessly integrate with all versions of HubSpot CRM, ensuring a smooth duplication process regardless of your CRM version.

Is CloneNer secure to use with sensitive data?

Yes, CloneNer prioritizes data security. It operates within the confines of HubSpot's security protocols, ensuring the safety and confidentiality of your data throughout the duplication process.