So you’re using Clone Attack to duplicate deals in HubSpot! You clearly enjoy making things faster and easier for yourself (We do too. That’s why we made the app).
But you may find yourself in a few different situations when duplicating deals. Say your customer is renewing the deal? You’ll probably want the close date to be pushed back right? Or maybe you need all cloned deals to have a specific day/month to be closed by?
You could go in and manually update it. But that’s tedious and time-consuming, not to mention boring. Fortunately we here at hapily have got you covered! Clone Attack allows you to automatically increment date fields within the hapily portal! I’ll show you how.
I know “prepping” can be a pain as it can feel like additional hoops to jump through. But guess what? This is the majority of the work right here. And it takes about two minutes.
1. First, log into your hapily portal here.
2. Hover over to the left sidebar and click Clone Attack then Field Settings.
3. Click the dropdown box and change it to Deals so you don’t accidentally update the wrong object. I’ve done that before. Then click Add Field.
4. Under Deal Fields click the dropdown box and select the field you want to increment. For this example, I’ll be using Close Date.
5. Under Action select Set Default Value.
6. Finally, you can tell Clone Attack how much you want to increment the field by. Under Default value, type “+”, the number of days/months/years you want to increment by, and then type day(s)/month(s)/year(s). For example: +1 month or +2 days.
7. And if you need to set a very specific date for all your cloned deals, you can just type it there instead! Just use the format of YYYY-MM-DD when you enter it in. Example:
8. Click Save and you’re all set! But let’s perform a quick test before we wrap this up.
Now to test this out. I’ve created a practice deal for the purpose of this example (not so subtly named, “Practice Deal”).
As you can see, the close date is set to 4/30/23. Earlier, I set the field setting to increment a cloned deal’s close date by one month.
So after duplicating the deal (named, “Practice Deal (Copy)”) I can look at the Close Date and see that it has been set to 5/30/23. One month further than the original deal.
You can increment the field by as long as you want! Just remember the sequences of (+)(Number) (Day, Month, Year) or YYYY-MM-DD and you’re golden!