Dashboards & Reporting

Hcampbell
Member

Copying deal properties

I need to transfer deals from one pipeline into another, and so far I have had to manually create each new deal and enter all of the properties myself. These are old deals, so if I'm correct, the automation feature does not apply.  

 

My question is:

Is there any way to copy and paste properties from deal to deal, or transfer entire deals between pipelines? 

7 Replies 7
MNagel1
Member

Copying deal properties

I am also interested in this feature, especially with the possibility to copy line items. 

0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Copying deal properties

Hi @MNagel1 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea and this idea in our Ideas Forum regarding this. You can also subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you!

Best

Tiphaine


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0 Upvotes
abrow
Contributor

Copying deal properties

I would also like this feature.

It seems that conversion metrics and the new sales forecasting tool does not work properly if you are moving deals out of your pipeline once they are 'won'. Therefore, there is a need for full duplication into another pipeline (such as a customer onboarding pipeline). The problem with a workflow is that it doesn't seem every property can be copied. For example, ARR and any product line items can not be copied. 

Is there any way to just fully duplicate a deal (with ALL properties, and ALL data)? 

0 Upvotes
MartadR
Participant

Copying deal properties

Hi, 

I don't know if it's exactly the same, but I need to copy a deal property into another deal from a different pipeline. I have just been told that this is not possible. 

Is this what you need to do @Hcampbell? From what you're saying, you could try with creating the deals using a worlflow, but I don't know if you would be able to create them with the right properties. 

0 Upvotes
ErinStudstill
Contributor | Platinum Partner
Contributor | Platinum Partner

Copying deal properties

Could you not export and then reimport as new deals with the new pipeline name listed?

Phil_Vallender
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Copying deal properties

Hi @Hcampbell 

 

Is there anything stopping you from simply changing the pipeline property on the deals in question: Move a deal from one pipeline to another 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
0 Upvotes
Hcampbell
Member

Copying deal properties

I'm sorry, I think I need to clarify a bit.

 

I am trying to copy these deals into a new pipeline, rather than move them entirely. I still want them in the old pipeline, but I'm wondering if there is an easier way (than manually recreating them) to transfer them, like a copy and paste feature.

 

Thanks for the help!

0 Upvotes