This needs to work for other object types, including custom objects. My sales team has a custom object that they use more frequently than deals, called “Job Openings.” Quite often they will create several new job openinings at a time that are unique but have identitcal information.
Other CRM’s offer cloning/duplicating records as a feature. It is strange to me that this has been on the idea board for several years now. How can we move it forward?
Adding my vote onto this one. As a business who does a lot of transactions with annual recurring business as well as in contract growth/expansions this option would save a lot of time if we could clone from the last deal and only update a small amount of into that is changing. ie date and amounts
For the team - someone at my company found this app - which while not
perfect does 80% of the job, and the baseline version is free.
@SKester that app is good for deals. I’ve reached out to this company and other similar apps and a few of them have plans to make their tool work with custom objects, I havent found any that currently do. I’m just mentioning this in hopes that others will reach out as well, and also so that HubSpot will also implement this feature for custom objects when/if they do for deals.
When I think of cloning a deal, I usually think about being able to do one-off clones.
For us, we also have annual renewals for multiple customers. I’m not sure how cloning a deal would work for that. What I’m doing right now is that I create a file from our external database with all of the deal fields and import the deals into HBS. An alternative is to export deal info using HBS reports, tweak the data and then import the new deal into HBS.
The whole point of a CRM is to be able to do simple/basic things such as cloning a deal. The fact that we all have to use an external source/process for this is utterly ridiculous. We still fail to hear from Hubspot on why they think this is a difficult thing to do or not worthy of their so called CRM. WAKE UP HUBSPOT, IT’S 2022 … AND ALL WE ASK FOR IS A SIMPLE BASIC CRM FUNCTIONALITY!!!
We are a SaaS company with yearly renewals, and pricing doesn’t often change too much. It would be great to be able to clone deals and just update dates as needed.
Top rated request in the whole forum and yet ‘not planned’ 
y’all…this is realy absurd. Everyone on this forum already knows the obvious, it is a basic functionality that should have been out of the box on the first build and this feature is HIGHLY requested. Makes me think there is something going on with $$ from other third party solutions. It is absurd the consumer has to pay additional monthly fees just to gain this functionality… something else is going on here.
Have to say I’m really surprised this wasn’t part of the original functionality. Is this still being targeted on the road map? Thanks.
Somewhat surprised that year after year Hubspot still hasn’t been able to release the cloning feature. Quite tedious to need to copy all fields from one deal to another when they are almost identical.
Any news? Seems like this is a high request
Cloning deals is essential functionality for subscirption based companies. Without this functionality, it is extremely manual to copy all fields over. Please keep us posted on this rollout. Understand limited resources but this has been pending for 6 years now…
Hello HubSpot Community,
Thank you all for your incredible patience. We reckon an update is warranted.
Unfortunately, this idea remains unplanned. The team is currently planning some really valuable, high-impact features (e.g. team goals, deal overlays, color coding the deals board) that fall higher on the priority list. We can’t take this on. But we understand the need and see the value in a cloning feature.
Fortunately, there’s a workaround. You can use workflows to create a new deal and copy data from the existing deal.
Thank you for making HubSpot CRM a better tool.
@ybaptiste Thank you for the update on Cloning a Deal. However, I have to say that I am disappointed, if not appalled, at the other Deal priorities that you are investing your resources on. If we are spending tons of time trying to do the basics, there’s not much time to even think about or enjoy these other ‘high-impact features’ that you are working on. I’d like to ask that you reconsider your priorities.
I realize that working on cloning a deal isn’t as much fun as these other features…but as a user with limited resources, I can’t imagine ever using these other features. BTW-Who do you talk to to help you prioritize new features?
Thanks for your reconsideration.
I couldn’t agree more! Who sets these priorities? A basic function should come first!
Ditto!
@ybaptiste The recommended workflow does clone the product line items or notes or any other object, just copy deal to deal properties which is a huge problem.
(You can use workflows to create a new deal and copy data from the existing deal. )
There is a third-party app" clone attack" that clones it pretty well but why do I have to pay additional fees per month for a basic feature that Salesforce and even Zoho CRM have.
Leaving a comment after years of silence in which you indicate that other features has a higher impact thats ridiculous! Maybe commercial wise Hubspot can earn more money with these other features? But let’s be honest: cloning a deal in every CRM system must be a standard functionality right? I
n addition to the response of Evans4316: Who sets the priorities? Who or which customers group does Hubspot talk with? How many upvotes are neccessary for Hubspot to actually build this feature (at the moment more than 1.500 already)?
Finally: you don’t have to thank al these people/customers in this topic for ‘making Hubspot a better tool’ because you leave all the customers out in the cold simply by doing nothing! Perhaps Hubspot can adopt a new slogan in the future: ‘Just do it’.
COME ON HUBSPOT… WHERE IS THE RESPONSE TO THE THOUSANDS OF UPVOTES FOR THIS FEATURE. I started this idea over 5 years ago and instead of correcting (and lowering the upvotes), why don’t you just respond to all your users with what the plan is. This is ABSOLUTELY ridiculous that you haven’t addressed this issue. Your lack of response and communication on this issue is truly unacceptable. As the recent user comment noted “Just do it”!! We’re not talking rocket science here!!!