Copy Deal from Sales Pipeline into another.

[RLV2525]

Hi y'all, 

I'm at wits' end, so maybe you can help me.

We have currently two pipelines. One; the original Sales Pipeline, and the second; our Account Manager Pipeline. 

What we are trying is to automate, is the process of copying a "Won Deal" into a new deal in the Account Manager Pipeline. This way we won't lose the Sales Statistics of the Sales Pipeline and our account managers can offer trainings to our new customers and be up-to-date on what has been spoken upon during the Sales Process. 

Yet every attempt went wrong. Or it made a deal for every contactperson related to the company in the AM pipeline, or it copied all the associated deals into the new AM pipeline. 

Is there any other way to copy all the details of the Sales Deal into a new deal in our AM pipeline?

Hope you guys can help. Thanks!

[RLV2525]

Alright. I've been testing, but still are confronted with a problem. 

The goal still is; Deal A is won and closed, therefore, I want that Hubspot makes a copy of Deal A into a Deal B in another pipeline. Deal A must remain put and stay untouched, whereas Deal B should go through a workflow. 

The problem I'm getting in my workflow is as followed: Deal A is won and closed, and in the other Pipeline a copy, named Deal B, is created. Next stage in the workflow is a task to our CS-Manager with a delay until task is completed. 
Here comes the problem. The moment the task is completed, Deal B should go into the next phase of the workflow, however it is Deal A that suddenly comes in that phase instead of Deal B. 

Does someone know what I could do?

[karstenkoehler]

Hi @RLV2525,

If you're still working from the same workflow, this workflow is still only looking at deal A. If you want deal B to be moved, you would need to create a separate workflow that specifically enrolls deal B. The creation of deal B in the original workflow is an action that is executed for deal A. The workflow continues for deal A.

Let me know if you have any follow-up questions!

[RLV2525]

Hi Karsten, 

Thanks! 
I figured that much, however, I do not know what I can use as a Trigger for Deal B. Any suggestions?

Cheers!

[karstenkoehler]

Hi @RLV2525,

The arrival of deal B in the first stage of the other pipeline should be enough. You'd enroll deal B into a new deal-based workflow by enrolling deals that enter the first stage of this pipeline ('Deal stage is any of...').

Best regards!

[karstenkoehler · Accepted solution]

Hi @RLV2525,

To achieve this, you would create a deal-based workflow that enrolls won deals. The first and only action of this workflow would be creating a new record: a deal.

In the sidebar, you can specify the pipeline and which information should be copied from the source deal into the new deal:

If you have tried this already, could you provide more details as to what went wrong exactly?

Best regards!

[RLV2525]

Hi Karsten, 

As always, thanks for your quick reply. 
Is it also possible to copy Playbooks into the new deals?

[karstenkoehler]

Hi @RLV2525,

Completed playbooks that are logged to the timeline of the original deal record cannot be copied over, no.

Best regards!

[RLV2525]

Thanks!