Cloning a Deal

This lack of functionality is contributing to the business case to move to Salesforce and another example of Hubspot being good for Marketers but not for Sales teams. The lack of an ability to clone deals with products makes it time consuming and prone to error for moving deals from the Sales team to the Account Management team.

I understand it may be a complex product issue because of the way Hubspot was built but this was raised in 2017 and it certainly isn’t a 4 year complicated issue.

GazEvans I think has put this really well - this is such a fundamental flaw for a business that is scaling that it would prompt seeking an alternative with the CLONE feature.

Hello all!

Seeing the cloning deals has been such a missing feature, we have an app for it!

Clone deals in a couple of clicks, and coming in a few, clone Tickets and Contacts!

Hope this helps the community!

Done answering @Dylan 's questions.

This feature is requested by our reps ; although they don’t have thought a lot about the exact data to be copied.

I have questioned them + answered your poll using my experience of Salesforce.

Do it!

Clone attack is working well for us!

Joined Hubspot not long ago thinking “Oh I’ll get off the spreadsheets…” only to realize it takes me almost twice as much… Cloning is a feature that you CANNOT deal without ! Especially in a company where some clients may have multiple locations but not all at the same stage !

This is critical for managing my team efficiently… none of the employee will buy into the switch to Hubspot unless it is easier or at least as hard as before… !

We use the Duplicate deal widget from revLABS. And we are quite satisfied the way it works. it is the best alternative for not having the option to clone deals ;-).

We need this function.

Retyping day repeat deal does not make sense.

Needing it as well

This is the app we are going to use, I ran it by IT and it looks good.

Thanks for the shoutout @Pauldeming! Here’s a general link to get Clone Attack.

We’re also testing Clone Attack with two clients. No complaints. Good looking out @Daxchemist

Thanks for the love @SkeeStylus !

I have dealers that want to place the same order they did before or similar orders and cloning a deal would make this so much easier.

Cloning is a extremely very important feature! Others CRM already do it… so please HubSpot, hurry up with this. :slightly_smiling_face:

We have been using clone attack for a few weeks and it works fine.

Appreciate the mention @Pauldeming!

Hi @Dylan

Could you make it possible to clone tickets too.

So a simple tool to clone deals and tickets.

I imagine something like this:

Thanks!!

@nona check out @Daxchemist 's Clone Attack in the App ecosystem. It not only works for deals but any object in Hubspot.