Copy Deal with Associations

kruse · ‎Dec 12, 2019

Hi HubSpot Community,

is it possible to copy a deal to a new pipeline including the associated contacts and comapnies?

Best Regards

Karsten

OliviaRoberts · ‎Dec 12, 2019

To confirm, are you looking to move a deal from one pipeline to another? If so this can be done by following these steps. It is not possible to create a copy of a deal and move it to a new pipeline.

Best,

Olivia

kruse · ‎Dec 17, 2019

Hi @OliviaRoberts ,

no i don't want to move a deal. I raelly want to copy a deal (except some property values). I know i can create a new deal by workflow and copy property values from the old deal to the new one within the workflow. But i found no way to copy the associations.

According to you there is no way to do it?

Best regards

Karsten

OliviaRoberts · ‎Dec 17, 2019

Hi @kruse,

Correct, there is not currently a way to copy a deal along with the associated company or contact records.

Best,

Olivia