Clone Deal Pipelines

Hubspot Team,

 

Would be great to be able to clone Deal Pipelines or have Deal Pipeline templates as many of our pipelines are similar and now we are manually reacreating pipelines that are simlar or identiacal to other pipeleines.

Thanks,

 

Derek...

HubSpot updates
37 Replies
Gildoni
New Contributor

Any word, is cloning a deal pipeline available? 

SecureWorld
Regular Contributor

Totally agree. All of our Sales Pipelines have the same 6 deal stages, so it's just extra work to have to re-create them for each new Pipeline created.

Andrew3
Regular Contributor

It would save us manual work if we were able to clone both:

1 - Deal pipelines, &

2 - Deals

fabiopagoti
New Contributor

+1

It's 2019 and this feature is not available.

 

 

ljschwabtx
New Contributor

Seriously. Why does it take 2 years to make a change like this? 

wouterklink
New Contributor

Time is ticking people.... why is this not there? Should be a very simple implementation!

brandon_ghr
New Contributor

No progress?

scorbitt
New Contributor

Completely agree with all of this. My pipelines have a lot of stages and automation associated with each stage. I need the same stages and automation for different pipelines because of different types of clients. It would be great to clone a pipeline and it's associated automation rather than having to spend hours manually duplicating the same pipeline over and over. 

UserLD
Occasional Contributor

It has been two years since this idea was first proposed.  Has Hubspot addressed this in any way?

dimitry
New Contributor

Plus 1.  Up vote!

mattleitz
New Member

I'm a crm veteran who just started using Hubspot.  It is pretty impressive, but I seriously am really surprised that you can't duplicate a pipeline.  Definitely +1 for this request!

The_Fox
New Contributor

YES!  We need this function as well!

jj12stars
Regular Contributor

I need to be able to clone ticket pipelines, too.

Mick
New Contributor

@hubspot how many people have to request this?
+1 for me as well

zbelcher
Regular Contributor

You can do this via the workflow tool.  I was previously doing it via the API, but its actually pretty easy to clone a deal (for ex. create a "duplicate this deal" field and then set the workflow criteria to kick-off when the value of that field is "Yes."  The workflow actions are then to create a new deal and copy fields from the original deal to the deal that is created.  You can do it all through the GUI interface.  When you create the new deal set the "duplicate this deal" field to "No" on the deal that is created.

jj12stars
Regular Contributor

@zbelcher I want to clone the whole pipeline with all the stages and workflows, not the individual workflows within the stages. We have long pipelines which are similar in many stages but have significant differences. It is a real pain to rebuild the entire thing.

hellis
New Contributor

I think the same could be said for service pipelines!