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

40 Replies 40
JuanReyes
Participant

How do you duplicate a Deal?

SOLVE

We are waiting for this functionality too. It is frustrating to rely on third party solutions for something that basic.

ALucas0
Participant

How do you duplicate a Deal?

SOLVE

I am not sure why this is marked as resolved, all the Proposed solutions required workarounds using workflows, and or using third party solutions to enable this functionality, where it is a basic tools to be able to duplicate deals. This can be for re-curring orders, orders of similar types etc and this should extend to line items as well.


I need my sales team to be able to copy deals quickly, and without going into areas of Hubspot that are not relevant to them. It is not the role of my sales team to do this, nor should I have time in our sales operations . enablement to have to do this amount of work everytime to copy a deal.

kvonloesecke
Community Manager
Community Manager

How do you duplicate a Deal?

SOLVE

Hi @ALucas0,

 

Thank you for the feedback and for explaining your use case. 

 

I would encourage you to upvote this related idea in the Ideas Forum and comment why this feature would be useful for your team. 

 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Thank you,

Kristen


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RBuckley1
Member

How do you duplicate a Deal?

SOLVE

It's unbelievable that this isn't a core feature. Salesforce, Pipedrive, etc all have this. Why wouldn't HubSpot CRM??

ardenl
Participant

How do you duplicate a Deal?

SOLVE

Apparently, they do but they make you pay to add this on! Unbelievable

0 Upvotes
JCeballos
Participant

How do you duplicate a Deal?

SOLVE

Also you can duplicate automatically if you configure the deal duplicator for hubspot: https://instrumental.net/en/deal-duplicator-for-hubspot

jc
Contributor | Diamond Partner
Contributor | Diamond Partner

How do you duplicate a Deal?

SOLVE

Awesome. Worked like a charm. The automation element to it blew our minds and saved tons of time. 


JC
JasonTisdall
Contributor

How do you duplicate a Deal?

SOLVE
Glad it worked for you.

Best regards
Jason Tisdall
...on my mobile
0 Upvotes
Daxchemist
Participant | Elite Partner
Participant | Elite Partner

How do you duplicate a Deal?

SOLVE

Hey @joerr we're looking to add that this month!

TBarber
Participant

How do you duplicate a Deal?

SOLVE

Did you do it...?  I want to duplicate a deal.

daghasl
Participant

How do you duplicate a Deal?

SOLVE

What is the status on this matter? Clone / copy deals has been a missing feature for quite a while now.

Thanks!

Dagfinn

MrB
Participant

How do you duplicate a Deal?

SOLVE

has this been done yet, I need to clone deals into a new pipeline without losing the original.

 

thanks

 

Daxchemist
Participant | Elite Partner
Participant | Elite Partner

How do you duplicate a Deal?

SOLVE

Here is an answer!

 

We've built an app that duplicates a deal and brings any associations and all of the fields in just a couple of clicks.
Copying tickets and contacts coming shortly as well in v2.

 

Check out Clone Attack in the app store  - https://app.hubspot.com/ecosystem/7313047/marketplace/apps/sales/crm/appchemist-clone-attack-229629

joerr
HubSpot Employee
HubSpot Employee

How do you duplicate a Deal?

SOLVE

Hi @Daxchemist , 

is the facility to clone a deal (into a separate pipeline/stage) with a workflow available?

Thanks 😀

Joe
SK86
Participant

How do you duplicate a Deal?

SOLVE

+1 for Clone Attack! Highly recommend!

0 Upvotes
PamCotton
Community Manager
Community Manager

How do you duplicate a Deal?

SOLVE

Thank you for sharing this with our Community @Daxchemist 

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JasonTisdall
Contributor

How do you duplicate a Deal?

SOLVE

I think I have a fairly good workaround.

Essentially I have created a workflow that generates a deal from a contact and copies across all the key fields (I obviously had to have duplicate field tpes in the contact and the deal).

When I need to duplicate the deal I just run the contact to deal workflow again.

jc
Contributor | Diamond Partner
Contributor | Diamond Partner

How do you duplicate a Deal?

SOLVE

Hey @JasonTisdall I'm not that technical, so I used an app called "Deal Duplicator" for HubSpot… it was really easy and it was free and it carried all elements of the deals (you only have to pay if automation is needed). 


JC
0 Upvotes
staceyp
Participant

How do you duplicate a Deal?

SOLVE

This can duplicate the deal but it doesnt carry over all of the fields.  The most important to us would be the list of products and the associated pricing from one deal to the next.  We have a number of deals that are annual and it would be helpful to simply duplicate and make updates where needed.  Espcially when we often do 2-3 year contracts but still need to report the revenue annually.

BLA
Contributor

How do you duplicate a Deal?

SOLVE

what happens there are multiple contacts stemming from the original deal?

0 Upvotes