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, and custom objects (Enterprise only). The clone panel mirrors the create record panel. This means 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

Only Super Admins or users with Edit permissions for the object and who can view the source record can clone a record. 

1. Navigate to your records.
2. Click the name of the record you want to clone.
3. In the upper left, 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 are finished. 

Audit cloned records

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

To build a cloned record list:

1. In your HubSpot account, navigate to CRM > Lists.
2. Click Create list.
3. Select the object you want the list 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. Click Review and save.

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.