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.

Which HubSpot properties & fields can be cloned?

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.

Data Bridge - Extend & Access Instantly

What is Data Bridge?

Data Bridge is a lightweight HubSpot app that lets you embed external content like images, YouTube videos, or Google Sheets directly into your CRM records.

How does Data Bridge work?

You paste a public link to an image, video or sheet into the Data Bridge card on a record like a deal or contact, and it gets displayed right inside the Overview or a separate tab.

Where can I use Data Bridge?

You can use it on Deals, Contacts and Companies. Apply it to a specific record or make it visible across all records of a selected object.

What kind of content can I embed?

You can embed publicly accessible links to images like JPG or PNG, published Google Sheets, and YouTube videos. Preview is available before saving.

How can I start using Data Bridge?

To get started with the Data Bridge app by 4crms, follow these steps:

Create a free account and make sure you have permission to install apps in your HubSpot account.
Install the App and navigate to the workflows section in HubSpot.
Configure the app settings according to your business needs.
Start using.

You'll be offered the built-in guide for more detailed instructions. Also, you can check out our step-by-step guide to navigate you through the process.

Do I need technical skills to use it?

No coding is required. If you can copy and paste a link, you are ready to go.

Is my content secure?

DataBridge only displays content from links you provide. It does not store or upload any files. You keep full control over access.

How do I uninstall Data Bridge if needed?

Navigate to the Connected Apps section under the Integrations menu.

Find the Data Bridge app and activate the Uninstall button from the Actions dropdown menu.

Embed Images, Videos, and Sheets Directly in HubSpot Records with Data Bridge

Looking for a simple way to add visual content and documentation to your HubSpot records?
Data Bridge allows you to easily display public images, Google Sheets, and YouTube videos inside any HubSpot record, without writing code.

Whether you need to show pricing tables, walkthrough videos, or screenshots, Data Bridge gives your team direct access to key context right inside the CRM.

Why Use Data Bridge in HubSpot?

Instant Visual Embeds – Paste any public link to a Google Sheet, YouTube video, or image, and it appears directly inside the record
No-Code Required – Add content in seconds without using APIs or custom modules
Preview Before Saving – See how your content will appear before applying it to the record
Works With All HubSpot Objects – Use it on deals, companies, contacts, or tickets
Target Specific or All Records – Apply embeds to just the current record or all records of a specific object
Centralized Reference Material – Keep everything visible without searching through attachments or external links

Common Use Cases

📊 Pricing and Inventory – Embed shared Google Sheets with live data for quick access during sales calls
🎥 Demo and Training Videos – Show YouTube videos directly in the record for onboarding or client presentations
🖼 Mockups and Diagrams – Paste links to visuals like Figma exports or signed agreements
📂 Project or Client Dashboards – Add centralized views of deliverables or timelines for any object in HubSpot

How It Works

1️⃣ Add the Data Bridge card to your layout in HubSpot
2️⃣ Paste a link to a Google Sheet, YouTube video, or image
3️⃣ Choose if it applies to the current record or to all records of that object type
4️⃣ Preview your content before saving
5️⃣ Save and view your embedded content instantly

Who Is This For?

✅ HubSpot users who want to enrich CRM records with visuals and documentation
✅ Sales, marketing, and customer success teams who need quick access to reference materials
✅ RevOps teams looking to reduce clicks and centralize key information
✅ Anyone tired of attaching PDFs or digging through internal links

Start Using Data Bridge Today

Want to add instant context to every HubSpot record?
Try Data Bridge and turn any CRM view into a smarter, more visual workspace.

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Embed External Data inside HubSpot Records

Data Bridge is fully embedded in HubSpot

How It Works
App Interface Overview: A Closer Look

Why Data Bridge?

Embed external content in 30 seconds

Control where it appears

Preview before you save

FAQs
Need Answers? Start Here