CRM

JGray30
Contributor

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.

 

4 Accepted solutions
karstenkoehler
Solution
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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0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | 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 | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

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0 Upvotes
JohnMaret
Solution
Contributor

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

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Jim_from_Charik
Solution
Participant

Clone a Deal in to the same pipeline

SOLVE

The Charik team is thrilled to announce the release of its first app on the HubSpot Marketplace! 🎉 Find it here: https://www.charikapp.com/clone_deals/.

This app allows you to clone a deal along with its associated objects (contacts, companies, etc.), as well as line items and quotes. It integrates natively with HubSpot workflows, enabling you to automate processes exactly the way you want. It’s the most comprehensive and affordable solution on the market today.

-------

L'équipe de Charik est ravie d'annoncer la sortie de sa première application sur la Marketplace HubSpot ! 🎉 Retrouvez-la ici : https://www.charikapp.com/clone_deals/.

Cette application vous permet de cloner un deal ainsi que les objets associés (contacts, entreprises, etc.), mais également les line items et les devis. La fonctionnalité s'intègre nativement avec les workflows de HubSpot, vous permettant d'automatiser vos processus comme vous le souhaitez. C'est la solution la plus complète et la moins chère du marché actuellement.

-------

¡El equipo de Charik se complace en anunciar el lanzamiento de su primera aplicación en el Marketplace de HubSpot! 🎉 Encuéntrala aquí: https://www.charikapp.com/clone_deals/.

Esta aplicación te permite clonar un negocio junto con sus objetos asociados (contactos, empresas, etc.), así como los line items y las cotizaciones. La funcionalidad se integra de forma nativa con los flujos de trabajo de HubSpot, permitiéndote automatizar tus procesos como desees. Es la solución más completa y económica del mercado actualmente.

View solution in original post

0 Upvotes
4 Replies 4
Jim_from_Charik
Solution
Participant

Clone a Deal in to the same pipeline

SOLVE

The Charik team is thrilled to announce the release of its first app on the HubSpot Marketplace! 🎉 Find it here: https://www.charikapp.com/clone_deals/.

This app allows you to clone a deal along with its associated objects (contacts, companies, etc.), as well as line items and quotes. It integrates natively with HubSpot workflows, enabling you to automate processes exactly the way you want. It’s the most comprehensive and affordable solution on the market today.

-------

L'équipe de Charik est ravie d'annoncer la sortie de sa première application sur la Marketplace HubSpot ! 🎉 Retrouvez-la ici : https://www.charikapp.com/clone_deals/.

Cette application vous permet de cloner un deal ainsi que les objets associés (contacts, entreprises, etc.), mais également les line items et les devis. La fonctionnalité s'intègre nativement avec les workflows de HubSpot, vous permettant d'automatiser vos processus comme vous le souhaitez. C'est la solution la plus complète et la moins chère du marché actuellement.

-------

¡El equipo de Charik se complace en anunciar el lanzamiento de su primera aplicación en el Marketplace de HubSpot! 🎉 Encuéntrala aquí: https://www.charikapp.com/clone_deals/.

Esta aplicación te permite clonar un negocio junto con sus objetos asociados (contactos, empresas, etc.), así como los line items y las cotizaciones. La funcionalidad se integra de forma nativa con los flujos de trabajo de HubSpot, permitiéndote automatizar tus procesos como desees. Es la solución más completa y económica del mercado actualmente.

0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | 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 | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

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

0 Upvotes
JohnMaret
Solution
Contributor

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

karstenkoehler
Solution
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

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes