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Workflow Clone & Merge Actions

With the Workflow Clone & Merge Actions from Integration Glue, you can clone records and their associated records (Merge Actions coming soon).

 

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.

 

When you register for Integration Glue, you will get access to a whole bunch of HubSpot Workflow and Data productivity actions, such as Actions to Associate records, get User/Owner information and add to a Property or calculate a date.

 

Integration Glue pricing is based on utilisation, 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.

 

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

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.

Clone Associations

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

Clone Line Items from one Deal to another Deal. Optionally choosing to clone all Line Items or just recurring Line Items.

Delete current Record

Delete the current enrolled Record.

Merge same Object Record

Coming soon.

 

 

 

  1. Sign up for an Integration Glue Account.
  2. Install the Workflow Clone & Merge Actions Micro App from the HubSpot Marketplace.
  3. Create a new Workflow or edit an existing Workflow.
  4. Add one of the Workflow Clone & Merge Actions.
  5. Configure the Action.
  6. Run the Workflow to see your updated data.  
Free 


Includes 100 credits; Actions use 2 credits each time they run = 50 runs of Custom Actions per month 
 


Starter

 
Includes 10,000 credits; Actions use 2 credits each time they run = 5,000 runs of Custom Actions per month 
 

Professional 


Includes 100,000 credits; Actions use 2 credits each time they run = 50,000 runs of Custom Actions per month 
 


Enterprise 


Includes 1,000,000 credits; Actions use 2 credits each time they run = 500,000 runs of Custom Actions per month 

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Automate repetitive processes and add sophisticated features to HubSpot with the power of purpose-built Micro Apps. 
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The Solution

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Install

Find the Micro App/s that best meets your needs and install them within your HubSpot Portal. If you are new to Integration Glue you will be prompted to complete your registration and to add your credit card details in case you exceed the free tier.
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Configure

Micro Apps vary in their functionalities within HubSpot, but generally, after installation, you should expect to see either new Actions in your Workflows or Custom Cards in the Right Hand Column of records. You can then proceed to set up triggers and configure your actions in Workflows or manually trigger the Micro App from records.
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Optimise & Extend

At any time, you have the ability to modify the configuration and add more Micro App Workflow actions. Additionally, you can install other Micro Apps within your Integration Glue account without incurring additional charges. All credits from your Micro Apps will be summed up and charged for the month, and as long as you do not surpass your credit limit for the current tier, you will not be required to pay any further fees.

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Minimal Effort

At its core, a micro-app is a small, specialised application that addresses a specific need or gap in a larger software platform.

Our Micro App products are designed to fill these gaps within HubSpot, by offering simple, single-focused solutions to common gaps, workarounds and manual processes that can be frustrating and time-consuming for users.

While larger software companies often have extensive development roadmaps, small feature gaps can take months or years to be released. That's where our Micro Apps come in, providing quick and efficient resolutions to problems that might otherwise be left unaddressed.

As we continue to develop and expand our range of Micro Apps, we aim to save users hours of administrative work and enable new possibilities that were previously out of reach.
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The Benefits

 
Fill HubSpot Gaps

Our Micro Apps address gaps in HubSpot without requiring developer intervention. Suggestions for new Micro Apps are welcome - share your ideas with us here.

 

Increased Productivity & Quality

Micro Apps are integrated with HubSpot tools you already use, so there's minimal training. They automate admin tasks, saving time and improving data quality.

 

Flexible Pricing

With our credit-based pricing model, scale and pay only for what you use. Install more Micro Apps at no extra cost as long as you don't surpass the monthly credit limit for your Tier.

 

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Got unique needs that our micro apps haven't covered yet? We'd love to hear your ideas! Share your requirements and let's create the perfect micro app for your business together.

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