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PocketKnife - Clone Deal

Clone deals automatically and choose which properties, notes and line items to keep

Using Clone Deal

Duplicate your HubSpot deals through a workflow and choose which properties you want to keep and which properties to clear. You can include the original notes and the associated line items on the newly copied deal. You can also choose whether to associate it with the original deal. A great use case for this is for managing recurring revenue from subscriptions and service retainers. 

 

Getting started

No setup is needed in the PocketKnife app. As soon as PocketKnife is connected to your HubSpot portal, the Clone Deal action is available in your workflows.

 

Add Clone Deal to a workflow

Follow these steps to add the Clone Deal action to a workflow and choose what gets copied.

  • Create a deal-based workflow in HubSpot.
  • Add an action and choose Clone Deal under PocketKnife.
  • Fill in the fields the way you want them on the cloned deal (see What each field means below). Use personalization tokens to reuse values from the enrolled deal. For example, enter Recurring - and add the Deal Name token in New Deal Name to name the new deal Recurring - [original deal name].
  • Click Save.
  • Turn on your workflow and you’re all set.

Setup Clone Deal_2

     

    What each field means

    • Target record: the deal to clone. By default, this is the enrolled deal.
    • New Deal Name: the name of the new deal. Combine text and personalization tokens, for example Recurring - followed by the Deal Name token.
    • Select a Pipeline and Stage (required): the pipeline and deal stage of the new deal.
    • Properties to copy: the properties whose values are copied to the new deal.
    • Properties to clear: the properties that stay empty on the new deal.
    • Properties to extend: the properties that get extra text added to their value.
    • Property Text Extension: the text added to the properties you selected under Properties to extend. You can use text and personalization tokens. The value of these properties is converted to text.
    • Include Original Notes: copy the notes of the original deal to the new deal.
    • Include Line Items: copy the line items of the original deal to the new deal.
    • Associate with original deal: link the new deal to the original deal.

    Follow this link to HubSpot’s Knowledge Base how to create a workflow 

     

    Check your credits

    In the PocketKnife app, open the Clone Deal dashboard. Under Recent Credit Consumption, you see the credits used per cloned deal. The number of credits allowed depends on your subscription plan (Freemium, Single Feature, Pro or Enterprise).

    To upgrade, click your username, go to Subscription & Billing and choose the plan that fits your needs.

     

    Any Questions 

    Please contact our support team via this form