Clone a record

You can clone a record to quickly pre-fill property values and associations. This saves time and reduces manual input. Supported objects include contacts, companies, deals, tickets, appointments, services, courses, listings, projects, and custom objects (Enterprise only). The clone panel mirrors the create record panel. This means only the configured default and custom property values and associations are copied. Associations such as quotes, activities, or attachments will not be automatically copied. 

Create a cloned record

1. Navigate to your records.
2. Click the name of the record you want to clone.
3. In the upper right of the left sidebar, click Actions then select Clone.
4. In the right panel, review the values and associations to clone. If desired, you can make changes.

Please note: unique property values (e.g., Email, Company domain name, and custom properties) or properties with Sensitive Data will be cleared. This means you will need to manually enter a value for those properties after cloning.

5. Enter a value for any required or unique value properties (e.g., Email on a contact).
6. Click Clone when you're finished. 

Audit cloned records

You can filter and view cloned records using the Record source property and review clone actions within the audit log (Enterprise only).

To build a cloned record segment:

1. In your HubSpot account, navigate to CRM > Segments.
2. Click Create segment.
3. Select the object you want the segment to reference (e.g., Deals).
4. Click Next.
5. Click Add filter, then select Object properties (e.g., Contact properties).
6. Search then select Record source.
7. In the secondary dropdown menu, select Record Clone.
8. Save the segment.

To audit clone actions in the audit log:

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, click Audit log.
3. In the Category dropdown menu, select CRM Object.
4. In the Action dropdown menu, select Clone.
5. Review the table details.