Copy line item and value information

[LidiaPedreira]

good morning!

I would like to ask for help in copying the information from one deal to another.

In order to work on the lost deals, we are copying all of them to another pipeline, this way we do not lose previous information and make it available to other teams in the company. However in the process of cloning information we are not managing to find the automation configuration that allows the value and line item from one deal to be copied to this cloned deal in the other pipeline.

Does anyone know the best way to do this?

[TEdwards4]

This is a huge gap in the product for us.  We are trying to manage renewals but you can't clone the entire deal with line items and revenue into another pipeline so have to manually update once the new deal has been created in the new pipeline.

[jforte · Accepted solution]

Hey @LidiaPedreira not sure if I understand the flow because looking to what you want I think the best thing to do should be to simply pass thouse deals to the "closed lost" pipeline. Having cloned deals will result in duplicated data and ofc problems with reporting from diferent sources.

Anyway regarding a solution to copy line items, right now Hubspot doesn't have a native option for that (everyone is asking for actions on line items @kvlschaefer!) You can always make it between Hubspot <> Google Sheet <> Zapier but it always need a double check.

[kvlschaefer]

Good morning @LidiaPedreira,

Thank you for reaching out!

This is a great question 🙂 

I would like to invite our subject matter experts to see if they have any insight.

Hi @jforte, @Aakar, @CateDuarte - Do you have any advice for @LidiaPedreira?

Thank you!

Best,

Kristen