May 12, 2017 12:33 PM
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.
Solved! Go to Solution.
May 12, 2017 1:08 PM
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.
May 12, 2017 1:30 PM
Oct 4, 2022 2:25 AM
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.
Oct 4, 2022 6:37 AM
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.
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Feb 2, 2022 6:50 PM
Also you can duplicate automatically if you configure the deal duplicator for hubspot: https://instrumental.net/en/deal-duplicator-for-hubspot
Oct 15, 2020 9:42 PM
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
Oct 16, 2020 11:31 AM
Thank you for sharing this with our Community @Daxchemist
Sep 10, 2019 11:26 AM
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.
Feb 22, 2022 12:20 PM
Apr 17, 2020 3:11 PM
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.