Create next year’s renewal deal
When a deal closes won, clone it with associations, name it Renewal 2027, then shift the close date with Date Calculator.
Clone Record
Duplicate records with full control over what carries over. Create a copy of the enrolled record, including custom objects. Copy every writable property or pick exactly which ones from a live multiselect, rename the clone, and optionally carry its associations over.
What you get
Duplicate records with full control over what carries over
- Copy all properties or a selected set
- System fields and unique identifiers are never copied
- Name the clone or append a suffix
- Optionally copy every association
- Custom object support
How it works
Operations inside this action
Pick an operation and the form shows only the fields that operation needs.
Copy all properties
Every writable property, with system fields excluded automatically.
Copy selected properties
A searchable multiselect of the record type’s properties.
Copy associations
The clone is linked to everything the source was linked to.
FAQ
Clone Record questions
Everything teams ask before putting this action into production.
They are never copied. AuPerate reads your portal schema and excludes properties marked unique for that object type, plus contact email, so the clone cannot collide with the source record.
Yes. Turn on Also copy associations and the clone is linked to every contact, company, deal, ticket and line item the source is linked to.
Yes. The object type comes from the workflow enrollment, so any object type that supports workflows can be cloned, custom objects included.
Add Clone Record to your workflows today
Install AuPerate once and every action appears in your HubSpot workflow editor.
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