Survey permissions have been updated! Please try here and let me know if you’re encountering issues: Record cloning.
Definitely needed.
Don’t forget to build this for Custom Objects as well please!!!
year 2017, top rated and still nothing 
for the time being you can create a simple workflow to create a copy of a deal.
Just enroll the deal you want to create a copy and create a new deal(chose the stage, rename, etc) and then run the flow.
This will create a copy of the deal with relevant history copied to the deal
I think it is a necessary feature. I am waiting for the update.
From a Japanese user.
@kman do you have any update on this? Thanks!
I have not heard anything from Hubspot on this, but we have found a work around where we created a property associated with a deal called “Copy Deal Trigger” and when this is set to “yes” (defaults to “no”) then a workflow triggers the creation of a new deal that copies many of the properties of the existing deal.
can you tell us which properties it does not update?
line items?
Any update on this?
Yes please, we also need this as a feature. It feels like it is missing from the Assign, Edit, Delete, Create Tasks options when an Admin selects a deal. We have been waiting a long time for this option.
Hey @cfleishman and everyone!
Have any of you heard of Clone Attack? It’s a HubSpot app that let’s you clone records both on the record itself and via workflows:
You can also carry over any associations that were on the original record!
I’d love to talk about this further if anyone has questions.
Best,
-David Staat
Any updates on this feature? Timelines? Beta test group? Etc.?
Hey everyone. Hope to offer a bit of help here. Better understanding HubSpot’s product team philosophy may help you avoid some frustration. As HubSpot has scaled upmarket in recent year’s, they’re looking to their growing App Partner Community to solve for challenges like cloning objects (ie: Deals). HubSpot may or may not ever solve for this because a partner like Hapily with their Clone Attack have already done so to their satisfaction.
Think of it like your cellphone. Your iPhone or Android device is pretty dope out the box but needs addtional apps to add value for your specific use case. Hope that helps.
Then, a fair expectation for HS to respond (especially one with this many uplikes and 3-4 different posts) with the partner who can assist. Which they haven’t.
This feature, however, along with manually moving invoices to paid, is, IMO something you would expect to have in the tool - not be directed to a partner to pay for a standard feature.
I agree. HBS needs to do a better job at standard features and fixing ‘bugs’ and not call them features. I understand the partner concept… but there are just basic things that should be included. Copying deals, contacts, etc are standard features.
Right! This feature exists if processed through a workflow. How hard is it to add a new button on the Deal or Ticket? That’s a ridiculous philosophy.
Thanks SkeeStylus… I appreciate the effort in perspective shifting and reminding everyone of the App Market. With respect, to the anology you used, I would liken it to a scenario where an office suite/platform (competing against the likes Outlook or Google Cal) does not have a “recoccurring/repeating event” feature… and then someone on the discussion forums saying not to be annoyed because you can install a third party app to do that. IMO, cloning a Deal/Opportunity is truly that basic of a feature and out-of-the-box with most CRM platforms.
I’ve been closely following the discussions around the much-requested feature of duplicating a Deal in HubSpot. I completely understand the frustration and the need for such a feature. However, I wanted to shed some light on the intricacies involved in implementing this seemingly simple function.
When we set out to develop the Deal Duplicator app, we initially thought it would be straightforward. But as we delved deeper, based on real customer feedback, we encountered numerous considerations:
Line Items: Should they also be duplicated when a Deal is duplicated?
Associations: How should associations with Contacts, Companies, and Tickets be handled?
Engagements: How should Emails, Notes, Tasks, Meetings, and Calls be managed in the duplicated Deal?
Quotes: Should associated Quotes also be duplicated?
Property Values: What happens if a particular property value on the original Deal no longer exists?
Number of Copies: How many duplicates of a Deal should be made?
Naming Sequencing: If multiple duplicates are created, how should the naming convention be managed?
Automation vs. Manual: Should Deals only be manually duplicated, or are there scenarios where automation makes sense?
User Permissions: Who should have the authority to duplicate deals?
Selective Properties: What if not all properties should be duplicated, like Close Date or Owner?
I share this short list not to make excuses but to provide a perspective on the complexities involved.
While I realize that as the creator of the Deal Duplicator app, my perspective might seem biased, I assure you that our primary goal has always been to address these challenges and provide a solution that makes your HubSpot experience even better.
Line Items: Should they also be duplicated when a Deal is duplicated?
yes
Associations: How should associations with Contacts, Companies, and Tickets be handled?
contacts/comppanies yes tickets optional
Engagements: How should Emails, Notes, Tasks, Meetings, and Calls be managed in the duplicated Deal?
start fresh or
Quotes: Should associated Quotes also be duplicated?
no, ca be generated quickly from lineitems maybe a price change occured so
Property Values: What happens if a particular property value on the original Deal no longer exists?
Number of Copies: How many duplicates of a Deal should be made?
one whould be a good start
Naming Sequencing: If multiple duplicates are created, how should the naming convention be managed?
1/x after the deal for the first 2/x snd x/x last
Automation vs. Manual: Should Deals only be manually duplicated, or are there scenarios where automation makes sense?
both
automatic in workflow e.g. subscriptions and renewals once a month based on an expiry date set in original deal
User Permissions: Who should have the authority to duplicate deals?
superadmin/team/previous owner
So we will await the option for cloning deals soon.