Copy Deal with Associations

Occasional Contributor

Hi HubSpot Community,

 

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

 

Best Regards

 

Karsten

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HubSpot Product Team

Hi @kruse!

 

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 

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Occasional Contributor

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

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HubSpot Product Team

Hi @kruse

 

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

 

Best, 

Olivia 

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