Learn to sign up and install the Integration Glue HubSpot Workflow Clone & Merge Actions Micro App
Sign up for Integration Glue
- See the Sign up for Integration Glue instructions for how to register for an Integration Glue account.
Add Billing Details
Integration Glue has a free tier, which you will be signed up for by default.
The free tier includes up to 100 credits per month, this should be enough for smaller accounts or if you just want to check out an Integration Glue app.
Clone and Merge actions use 2-3 credits each time they run.
Once you have used 100 credits, actions will stop running until your next billing period.
To avoid any disruption to your account we recommend you sign up for a paid Integration Glue tier, you can downgrade or cancel at any time.
- See the Sign up for Integration Glue instructions for how to upgrade your subscription and add a credit card for billing.
Install the Workflow Clone & Merge Actions App
Once you have signed up to Integration Glue, you can install apps from MyGlue or from the HubSpot Marketplace.
Install via MyGlue:
- Log in to Integration Glue
- Click the Select button next to the account you want to add the app to
- Click on the Apps link in the main navigation
- Click on the Available tab
- Click the Install button next to the Clone & Merge App
- Select the HubSpot Portal to install the App on and click the Choose Account button
- Click the Connect app button
Limitations
- HubSpot Limitations:
- All Read only properties will not be cloned to new record
- All Unique properties will not be cloned to new record
- A Deal exchange rate (hs_exchange_rate) will not be set when cloned from a existing deal