Clone, merge, and delete records in HubSpot with Integration Glue's Workflow Actions. Copy entire deals with line items, create templates, and manage associated objects. All within your HubSpot workflows – no need for external systems.
With Workflow Clone & Merge Actions from Integration Glue, you can clone records and their associated records, merge records and delete records.
Ideal for creating templates and saving time, especially with data-rich records such as standard Deals and Line Items.
Automatically clones all editable/non-system properties from the source record and associated records:
Optionally select Associated records to be Cloned.
Optionally set the Prefix and Suffix of your new records.
Clone any Object record (Contacts, Companies, Deals, Tickets, Custom Objects).
Any errors or issues are logged against HubSpot Workflow.
Fully managed within HubSpot Workflows - once installed you do not need to login to any other system to manage your association actions.
Integration Glue does not retain any data when using this app; it simply reads and outputs data to your own HubSpot portal.
Clone a Record including all editable/non-system Properties.
Note: Properties that cannot be manually set, such as the creation date, will not be copied.
Optionally clone associated Records when cloning another record, e.g. clone associated Line Items when cloning a Deal.
Clone Line Items from one Deal to another Deal. Optionally choosing to clone all Line Items or just recurring Line Items.
Delete the current enrolled Record.
Merge records based on matching property criteria.
When you register for Integration Glue, you will get access to a whole bunch of HubSpot data and productivity apps, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.
Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.
Includes 100 credits; Actions use 2 credits each time they run = 50 runs of Custom Actions per month.
Includes 10,000 credits; Actions use 2 credits each time they run = 5,000 runs of Custom Actions per month.
Includes 100,000 credits; Actions use 2 credits each time they run = 50,000 runs of Custom Actions per month.
Includes 1,000,000 credits; Actions use 2 credits each time they run = 500,000 runs of Custom Actions per month.
Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal.
Have other or more specific requirements? Integration Glue offers custom integration services on all our apps and from-scratch build services.
Can't find what you're looking for? Let us know we are releasing new apps and enhancements monthly.