Installation Guide
1
Connect Your Account
Click the "Install App" button and log in to your HubSpot account if you haven't already.
2
Grant Permissions
Review and approve the permissions needed for Clone Deals to function properly. We only request essential access to create and manage deals.
Required Permissions:
- Read and write deals
- Manage line items
- Read and write quotes
3
Choose Your Plan
Select between our monthly or annual subscription plan. Start using Clone Deals immediately after payment.
Monthly Plan
€10/month
No commitment
Annual Plan
€78/year
Save 35%
4
Find the CRM Card
Look at the right sidebar and drag our module to the location that works best for you.
5
Workflow Automation (Optional)
⚠️ Requirements:
Workflow automation requires a Professional or Enterprise tier of any HubSpot Hub (Marketing, Sales, Service, or Operations Hub).
If you have access to workflows, you can automate deal cloning:
Setup Steps:
- Go to Automation > Workflows in HubSpot
- Create a new workflow or edit an existing one
- Add an action and search for "Clone Deal"
- Configure cloning options:
- New deal name (can use deal properties)
- Target pipeline and stage
- Close date
- Quote cloning preferences
💡 Pro Tips:
- • Use deal properties in naming for consistent naming conventions
- • Set up different workflows for different deal types
- • Combine with other workflow actions for complete automation
Need Help?
If you encounter any issues during installation, our support team is here to help.
contact@charik.app