Clone Deal Pipelines

HubSpot Ideas
1

Hubspot Team,

Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines.

Thanks,

Derek…

2

Is it possible at all to clone Sales Pipelines?

3

We would really like the ability to clone or duplicate an existing deal. For example, when a customer buys a new subscription they get a subscription expiration date where send them renewal quotes. I’d like to clone the existing deal to form the basis of the renewal deal. This is a very prominent feature in other CRMs and even other areas of Hubspot. The ability to clone a record is often an invaluable time saver.

4

We second this request. It’s one that’s been on our wish list for a while now.

5

We wote for the ability to clone or duplicate an existing deal!

Thanks,

Carolen

6

Yes please,

we are in an urgent need for this!

BR

Carolen Ytander, Nexus

7

Agreed.. Many properties are similar in the pipelines. Would be great if we had a clone feature. Editing would be easier than creating a pipeline from scratch

8

The ability to clone Sales Pipelines is such a logical (and presumably simple) addition that I really feel it should be prioritized.
- Derek

Flawless Inbound

9

Same here. We really need this feature. We create 1-2 pipelines every month and they quite extensive (12 stages and various properties for each stage).

10

I am not alone. And that feels a little better. But I’d really like the ability to clone individual deals.

Thank you.

11

We need this as well. Would be very useful.

12

Surely this is a simple fix…but it would save a lot of time. Please help get this done urgently.

13

I just need the ability to clone a deal - how can that be so difficult? Had to resort to Zapier integration and “cloning” by creating a new deal via the api and copying in the fields I wanted and modifying as needed. When we had Zoho CRM I could do this through their workflow rules and by a creating custom function. The Hubspot workflow really needs to beef up capabilities in terms of actions that make changes to (or are based on) deal properties. The options now are very limited.

14

Is this not a thing yet? Cloning pipelines is a no-brainer. Cloning deals as well. When will this happen?

15

Agreed - this is urgent!

Workaround is to export data, create new pipeline, manually add stages and re-import data which is not ideal.

Thank you in advance!

16

Cloning a pipeline would be helpful for us as well - looking forward to your updates.

17

Any word, is cloning a deal pipeline available?

18

Totally agree. All of our Sales Pipelines have the same 6 deal stages, so it’s just extra work to have to re-create them for each new Pipeline created.

19

It would save us manual work if we were able to clone both:

1 - Deal pipelines, &

2 - Deals

20

+1

It’s 2019 and this feature is not available.