CRM

JGray30
Participant

Clone a Deal in to the same pipeline

SOLVE

Hi

Is it possible to Clone a Deal?  I create a Deal from our Sales Team conducting a demonstration of our machines to a customer.  That machine is used up to ten times, to different customers (potential)

 

I need to create ten Deals, as each customer is different so the only thing I would change is Contact Details.  It is tedious typing the same Deal out over and over.

 

1 Accepted solution
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Clone a Deal in to the same pipeline

SOLVE

Hey @JGray30 

there is no clone button for deals

but you can automate this process with a workflow.

you will need to create a new deal and copy the information of properties.

Also, there are apps in the marketplace that can do this action of cloning deals

you might to check them out if this important for you.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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4 Replies 4
JohnMaret
Participant

Clone a Deal in to the same pipeline

SOLVE

@JGray30 Hey there, easpeciall for that we developed a CloneNer app, so far all (all) our users/customers are 100% happy with the results. Please take a look and try it out for yourself https://ecosystem.hubspot.com/marketplace/apps/sales/crm/clonener-2156213

 

let me know if you will have any questions, etc

 

With respect, Jo

0 Upvotes
Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Clone a Deal in to the same pipeline

SOLVE

Hey @JGray30 

there is no clone button for deals

but you can automate this process with a workflow.

you will need to create a new deal and copy the information of properties.

Also, there are apps in the marketplace that can do this action of cloning deals

you might to check them out if this important for you.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

0 Upvotes
JohnMaret
Participant

Clone a Deal in to the same pipeline

SOLVE

and yes, this can be possible via workflow, however if there is NO workflow in your hub portal, that's why (again) CloneNer app can be used, btw it offers auto-rules, very similar things re workflow (like if this than that) check it out,

 

Jo

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Clone a Deal in to the same pipeline

SOLVE

Hi @JGray30,

 

HubSpot does not have a default feature for this. If you want something simple, then the app marketplace it is: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/deal-duplicator-2016...

 

Alternatively, you could create a deal property called "Clone deal" (single checkbox), enroll deals where this is checked into a deal-based workflow, then use the "Create record" workflow action to create a new deal, copying relevant values from the source deal into the newly created one.

 

Lastly, there's a popular product request here I'd recommend upvoting: https://community.hubspot.com/t5/HubSpot-Ideas/How-do-you-duplicate-a-Deal/idi-p/15263

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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