Cloning a Deal

Me too! Takes me hours each season to recreate deals.

Just to put it out there, we are creating/cloning deals using a workflow. It isn’t a perfect solution, but it sure helps, especially when you have recurring revenue type deals and there are over 100 of them!

@BFielding Would you be open to sharing the workflow structure you use?

I am interested in updates on this topic. Thanks!

Hello that would be great to have it a a native function

how is HubSpot tracking this?

still not implemented, this is so basic

some rules for adjusting data would be nice when recreating deals

+ to being able to clone a deal. Our usecase is often that we have a large deal that we want to split into several smaller deals. It is very tedious to manually re-enter the data for several other deals.

+1 yes please; I’m boggled every time I’m reminded that I can’t clone a deal when pretty much everything else in HubSpot is cloneable (and thank you for that!).

YES… THIS HAS BEEN ON THE IDEA BOARD FOR QUITE SOME TIME AND IS BASIC CRM FUNCTIONALITY. WHEN WILL THIS HAPPEN???

Please !!! :slightly_smiling_face:

Excellent idea. I have numerous clients on retainer and I want to be able to clone the deal each month.

Cloning a deal would save me so much time, out of 100 deals, 85 of them are mostly duplicates selling the same thing to different customers over and over

@imorrell @as a work around whilst you wait for this to be implemented. You could add a simple custom property with yes/no value. The set up a workflow to pick up on any deals that need to be cloned/copied. Any flagged yes, would be copied. Please note, it does not copy products across

BR

Wow. Super surprised this is not possible. Adding my +1

This would be very very helpful - I upvote!

This has been a thread for three years. Please just tell us if you have decided not to implement the feature. That way we can stop holding out false hope.

@tfs410 @Yes, absolutely.

Hubspot dev team. Please just tell us. Either you are doing it or not. If not, then please close this thread. It seems there are many people in favour of this, so make sense to add. We just need some guidance on when. Communication is required on this and all suggested ideas, just so we all know what is happening and can plan how we operate in our businesses. Thank you

The feedback I received from our HubSpot Customer Success Manager about his item is that the current product development roadmap does not include this function primarly because this can be achieved using a workflow.

As a HubSpot customers we decided not to use workflows due to the complexity to set them up and mantain.

Being an ex-Salesforce Admin myself, my recommendation is to keep the CRM platform standard and not spending time on customising too much making difficult to mantain, migrate or upgrade (from SF classic to SF lightening).

This is not acceptable. Obviously, the developers do not use the program and do not understand the job differences between those who use workflows and those who don’t. Very disappointing.

@JoseLitre @Evans4316

Thanks for the contributions.

That there is no need due to workflows is absolutely false. I use some workflows, mostly for task related prompts.

I have spoken with support AND done a walkthrough of the workflow…the one item that even the workflow doesn’t and can’t do is copy the PRODUCTS over from deal to deal. That is what ties the revenue to the deal (for us) so without that, it is useless.