Hi team,
I’m missing a feature to be able to choose ‘clone enrolled deal’ in workflows.
I can create a new deal and copy information from a past deal but I cannot copy the line items. This is the most important info because we use it to keep track of our ARR.
Right now, I need to clone the deal manually as soon as it closes. I’m aware of apps (e.g. CloneNer) but it would make my life a lot easier, if this were a native functionality within HubSpot.
Thank you for considering this!
Hey @robinfvh,
as you already said, it is sadly not a native function within HubSpot! If you are on a HubSpot Data Hub Professional Plan, it is possible to do this via a custom code action. However, if you’re not a developer/ don’t work with them it might be cheaper to use apps, as you already mentioned. If you are not against using them in general, I would like to suggest our new app to you! It’s cheaper than the apps currently on the market since it lets you clone deals without limits. Especially in your case it could be of use because you said you need a cloned deal as soon as it closes. With “Clone a Deal” you can create a workflow which could automatically clone deals as soon as they get into the “closed” stage. You can also still clone manually using a CRM card – and take over all associations like contacts, activities, companies. It also offers flexibility in customization: Set the name & pipeline stage of the new deal, but also decide which line items and activities are associated with the cloned deal.
We always provide a 14 day free trial when first installing the app, so maybe you can just try it our for yourself. After that it is 9,99 per month or 99,99 for the yearly subscription. If you have any questions about it, you can ask us or check the documentation of the app.
Here is the marketplace link if you’re interested: HubSpot Marketplace
Hope this helps!
We need this feature badly!