CRM

esundance
Participant

How do you duplicate a Deal?

SOLVE

I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.

2 Accepted solutions
Trumeter
Solution
Contributor | Elite Partner
Contributor | Elite Partner

How do you duplicate a Deal?

SOLVE

Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.

View solution in original post

Solution
Anonymous
Not applicable

How do you duplicate a Deal?

SOLVE

Hey @esundance unless you are also using Marketing Pro or Enterprise, @Trumeter's solution won't be available to you. 

 

At this time, Sales Pro does not allow you to duplicate deal records. 

 

Could you tell us what your use case is here? There might be a different approach to acheiving your goal. 

View solution in original post

39 Replies 39
MFrankJohnson
Thought Leader

How do you duplicate a Deal?

SOLVE

Solved (with slight modification): https://community.hubspot.com/t5/Lists-Lead-Scoring-Workflows/How-to-copy-HubSpot-Deal-Properties-to...

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

0 Upvotes
lknight2591
Participant

How do you duplicate a Deal?

SOLVE

Not sure why this idea is marked as resolved, as workflows address recurring deals, but doesn't address the underlying ask here. You should be able to duplicate and/or clone a deal in your database. We often have customers who have large tranches of deals, (20+) that are almost identical in characteristics. We track them separately, as they would close separately. IT would save us a tremendous amount of time if you had the ability to duplicate/clone and then update accordingly. 

jc
Contributor | Diamond Partner
Contributor | Diamond Partner

How do you duplicate a Deal?

SOLVE

There's an app for that now: Deal Duplicator. It is free unless you need automation. 


JC
0 Upvotes
JasonTisdall
Contributor

How do you duplicate a Deal?

SOLVE
Thanks for the pointer. I'll give it a try.
0 Upvotes
JoseLitre
Participant

How do you duplicate a Deal?

SOLVE

I'm surprise as you that a basic 'duplicate' or 'clone' function isn't available for the Sales Team when creating 3 or 4 deals that are almost the same. In our case the Sales Team create 3 or 4 deals with the same company and aren't happy on populating 15 fields all over again and again. 

HubSpot support offer using a 3rd party application (revLABS) that adds a 'Duplicate Deal' button but when I click on it made buy a subscription to get working accross our organisation. 

I'm surprise this isn't a priority item for the Dev Team. We just moved from Salesforce to HubSpot and the Sales Team are screaming to see the 'clone' opportunity button we used to have in Salesforce.

vanessahunt
Top Contributor | Gold Partner
Top Contributor | Gold Partner

How do you duplicate a Deal?

SOLVE

I'm looking for similar Clone functionality as you have in Salesforce too. This is a pretty common requirement in any CRM.

 

I'd like to be able to duplicate a Deal and at the same time select whether I wish to copy the Products attached to it too. In Salesforce you have a 'Clone with Products' and a 'Clone without Products' to achieve this. It would be great to have this capability in HubSpot too of course.

JOHL
Participant

How do you duplicate a Deal?

SOLVE

We'd also like this feature and/or be able to create a recurring deal each month

Anonymous
Not applicable

How do you duplicate a Deal?

SOLVE

Make sure to vote for the feature request in the Ideas Forum folks! @JOHL @esundance @A2Ben @Trumeter do either of you have a link to the ideas requst?

JOHL
Participant

How do you duplicate a Deal?

SOLVE

I've been unable to find this as a feature request but it seems as though load of us are struggling with the same issue.

 

we'd like to be able to:

 

1. duplicate/ clone a deal

2. create reoccuring deals

 

and some people would like to be able to;

 

3. split a deal eg: total annual deal value split into monthly deal amounts

4 create reoccuring deals with variable amounts

 

Would it be worth looking at how these are handled by an accountancy software such as Xero?

 

As a separate issue;

 

The deal function doesn't really fit into any SME's workflow because the actual payment of an invoice can only ever reconciled with accountancy software such as Quickbooks, Sage. Xero etc and there's no point in duplicating out workload by:

 

a. creating a deal in Hubspot

b. creating a deal in our accountancy software

c. when the money is paid into the business bank account we then have to manually go back into the deal in hubspot and mark as closed.

d. This becomes a pointless task when;

- we're having to do this every month on recurring deals

- the deal pipeline in the accountancy software automatically reconciles the money with the deal.

 

James

Trumeter
Solution
Contributor | Elite Partner
Contributor | Elite Partner

How do you duplicate a Deal?

SOLVE

Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.

Solution
Anonymous
Not applicable

How do you duplicate a Deal?

SOLVE

Hey @esundance unless you are also using Marketing Pro or Enterprise, @Trumeter's solution won't be available to you. 

 

At this time, Sales Pro does not allow you to duplicate deal records. 

 

Could you tell us what your use case is here? There might be a different approach to acheiving your goal. 

Roland_Cz
Member

How do you duplicate a Deal?

SOLVE

If you are in the Deal, there is an Actions button with drop down arrow, yet no Clone feature so that you can then just change something like the date  

 

Why are the some of the most basic common sense features not standard in Hubspot??

esundance
Participant

How do you duplicate a Deal?

SOLVE

Hi @Anonymous,

I don't require long-term contracts so my work is on a month-to-month basis. Having the ability to just press a "Duplicate" button would be nice.

Anonymous
Not applicable

How do you duplicate a Deal?

SOLVE

Hey @A2Ben I'd definitely reccommend posting the above to the Ideas Exchange if you haven't already - this is something we can all then vote on 🙂

A2Ben
Contributor

How do you duplicate a Deal?

SOLVE

Will do. Thanks!

A2Ben
Contributor

How do you duplicate a Deal?

SOLVE

I have a use case for this - we establish 3 or 6 month contracts with our clients. Near the end of each contract we inquire about the possibility of extending for another 3 or 6 months. The new deal is almost identical to the old one (i.e. the description, contacts, etc, is pretty much the same) with the only real difference being a different close date.

 

So, it would be nice to be able to just take the current deal and hit a button to 'duplicate' it.

 

Thanks!

jc
Contributor | Diamond Partner
Contributor | Diamond Partner

How do you duplicate a Deal?

SOLVE

Check out Deal Duplicator. It is not native but it is free, it works and you can set automations. 


JC
0 Upvotes
AMah
Participant

How do you duplicate a Deal?

SOLVE

It is only free for single-user accounts? Will have to pay 29USD if I am using business account? Ridiculous. 

0 Upvotes
JCeballos
Participant

How do you duplicate a Deal?

SOLVE

Hello AMah, we understand your thoughts. I wanted to share with you that this app was made from scratch and is stored in our server that generates a monthly cost. We provide the manual duplication for free, the purchase is only when you require automated duplication.

0 Upvotes