HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to clone a view on an object in HubSpot

Here is how to clone a view on an object in hubspot

First click on the CRM icon in the left sidebar menu
Then navigate to the object where the view you want to clone is located (e.g., Contacts, Deals, Tickets)
Next click on the view you want to clone in the top header
Click on the "Clone View" button in the top-right toolbar
In the clone dialog, enter a new name for the cloned view in the "Name" field
Under the sharing options, select a visibility setting
Finally click the "Confirm" button to create the cloned view

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Why should you clone a view on an object in HubSpot

HubSpot is your all-in-one platform for marketing, sales, and customer service.

Cloning a view on an object in HubSpot allows users to efficiently replicate existing data views, saving time and ensuring consistency across teams.

This feature is particularly beneficial for maintaining uniformity in data analysis and reporting, enabling teams to focus on strategic decision-making instead of setup.

By utilizing this feature, you enhance collaboration, streamline processes, and enhance your team's productivity effortlessly.

Last update

February 6, 2026

Tutorials