# Cloning a Deal

**URL:** <https://community.hubspot.com/t/cloning-a-deal/3206>\
**Category:** HubSpot Ideas\
**Tags:** object\
**Created:** [August 31, 2017, 8:10pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206 "2017-08-31T20:10:58Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![cfleishman](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/cfleishman/32/35520_2.png) [@cfleishman](https://community.hubspot.com/u/cfleishman)\
**Post date:** [August 31, 2017, 8:10pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/1 "2017-08-31T20:10:58Z")

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Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please!  
 ![16x16_smiley-happy.png.png](https://d2qpr2jzcazej7.cloudfront.net/original/2X/2/22d5e40d253def47f5f4ea7f0e3e70be19010689.png)

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [February 1, 2017, 3:25pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/2 "2017-02-01T15:25:58Z")

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Totally agree - it is a major problem not to have this- plesae get on this asap

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**Author:** ![mfinocchiaro](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mfinocchiaro/32/98869_2.png) [@mfinocchiaro](https://community.hubspot.com/u/mfinocchiaro)\
**Post date:** [February 6, 2017, 6:36pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/3 "2017-02-06T18:36:12Z")

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We need this feature desperately!

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [February 11, 2017, 11:46am UTC](https://community.hubspot.com/t/cloning-a-deal/3206/4 "2017-02-11T11:46:40Z")

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This is a great idea and I need it asap.

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [March 20, 2017, 2:10pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/5 "2017-03-20T14:10:22Z")

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Yes we need it ! Especially after a poor migration

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [March 21, 2017, 12:51am UTC](https://community.hubspot.com/t/cloning-a-deal/3206/6 "2017-03-21T00:51:11Z")

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Yes, need this ASAP.

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [March 22, 2017, 2:07pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/7 "2017-03-22T14:07:26Z")

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We need this feature ASAP please.

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**Author:** ![martin\_cardiff](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/martin_cardiff/32/73373_2.png) [@martin\_cardiff](https://community.hubspot.com/u/martin_cardiff)\
**Post date:** [April 12, 2017, 12:36pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/8 "2017-04-12T12:36:25Z")

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Agree with the earlier comments that this would be a useful feature

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**Author:** ![duncanf](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/duncanf/32/9373_2.png) [@duncanf](https://community.hubspot.com/u/duncanf)\
**Post date:** [April 18, 2017, 10:28am UTC](https://community.hubspot.com/t/cloning-a-deal/3206/9 "2017-04-18T10:28:12Z")

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We also need this asap - havign to manage closing of different deals and looking in two placers for detail is not sustainable

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**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [April 25, 2017, 1:30pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/10 "2017-04-25T13:30:37Z")

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Our previous CRM did this and I feel like they were much more basic that HubSpot. HubSpot needs this operation and it would be valuable to many companies not just our’s.

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**Author:** ![esundance](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/esundance/32/67208_2.png) [@esundance](https://community.hubspot.com/u/esundance)\
**Post date:** [May 12, 2017, 4:33pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/11 "2017-05-12T16:33:16Z")

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I have month-to-month contracts and would like to be able to duplicate a Deal so I don’t have to enter the same info each month.

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**Author:** ![Trumeter](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/trumeter/32/102187_2.png) [@Trumeter](https://community.hubspot.com/u/Trumeter)\
**Post date:** [May 12, 2017, 5:08pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/12 "2017-05-12T17:08:16Z")

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Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.

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<div class="post-metadata">

**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [May 12, 2017, 5:30pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/13 "2017-05-12T17:30:49Z")

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Hey @esundance unless you are also using Marketing Pro or Enterprise, @Trumeter’s solution won’t be available to you.

At this time, Sales Pro does not allow you to duplicate deal records.

Could you tell us what your use case is here? There might be a different approach to acheiving your goal.

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**Author:** ![A2Ben](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/a2ben/32/81360_2.png) [@A2Ben](https://community.hubspot.com/u/A2Ben)\
**Post date:** [May 17, 2017, 4:35pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/14 "2017-05-17T16:35:13Z")

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I have a use case for this - we establish 3 or 6 month contracts with our clients. Near the end of each contract we inquire about the possibility of extending for another 3 or 6 months. The new deal is almost identical to the old one (i.e. the description, contacts, etc, is pretty much the same) with the only real difference being a different close date.

So, it would be nice to be able to just take the current deal and hit a button to ‘duplicate’ it.

Thanks!

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<div class="post-metadata">

**Author:** ![jc](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jc/32/30239_2.png) [@jc](https://community.hubspot.com/u/jc)\
**Post date:** [February 22, 2022, 5:27pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/15 "2022-02-22T17:27:11Z")

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Check out **[Deal Duplicator](https://www.instrumental.net/en/deal-duplicator-for-hubspot).** It is not native but it is free, it works and you can set automations.

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**Author:** ![AMah](https://avatars.discourse-cdn.com/v4/letter/a/e9bcb4/32.png) [@AMah](https://community.hubspot.com/u/AMah)\
**Post date:** [March 21, 2022, 8:42am UTC](https://community.hubspot.com/t/cloning-a-deal/3206/16 "2022-03-21T08:42:50Z")

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It is only free for single-user accounts? Will have to pay 29USD if I am using business account? Ridiculous.

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**Author:** ![JCeballos](https://avatars.discourse-cdn.com/v4/letter/j/58f4c7/32.png) [@JCeballos](https://community.hubspot.com/u/JCeballos)\
**Post date:** [March 22, 2022, 3:57pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/17 "2022-03-22T15:57:00Z")

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Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a monthly cost. We provide the manual duplication for free, the purchase is only when you require automated duplication.

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<div class="post-metadata">

**Author:** ![esundance](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/esundance/32/67208_2.png) [@esundance](https://community.hubspot.com/u/esundance)\
**Post date:** [May 18, 2017, 4:39pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/18 "2017-05-18T16:39:03Z")

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Hi @Anonymous,

I don’t require long-term contracts so my work is on a month-to-month basis. Having the ability to just press a “Duplicate” button would be nice.

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<div class="post-metadata">

**Author:** ![system](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/system/32/124_2.png) [@system](https://community.hubspot.com/u/system)\
**Post date:** [May 22, 2017, 11:13am UTC](https://community.hubspot.com/t/cloning-a-deal/3206/19 "2017-05-22T11:13:08Z")

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Hey @A2Ben I’d definitely reccommend posting the above to the [Ideas Exchange](http://ideas.hubspot.com) if you haven’t already - this is something we can all then vote on 🙂

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**Author:** ![A2Ben](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/a2ben/32/81360_2.png) [@A2Ben](https://community.hubspot.com/u/A2Ben)\
**Post date:** [May 22, 2017, 12:46pm UTC](https://community.hubspot.com/t/cloning-a-deal/3206/20 "2017-05-22T12:46:21Z")

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Will do. Thanks!

[Next page](https://community.hubspot.com/t/cloning-a-deal/3206.md?page=2)
