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Workflow Clone & Merge Actions

Overview

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.

Features

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.

 

 

 

How to Use

  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.  

Pricing

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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