Clone Opportunities into New Pipeline

Advanced Automations are only available for Professional or Business level accounts and and start at $48/mo per account

With this advanced automation, you are able to clone an Opportunity into a new Pipeline based off a custom field.  The cloning will not only copy the detail fields, but activity as well.  You can trigger this by either the use of a form or by moving the Opportunity to the "Won" status.

Please note, our advanced automations start with a $48/mo monthly fee in addition to your subscription.  If you are interested in setting up this automation, please fill out this form, and we will send you instructions to set up the automation!

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