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.
Thank you as always for your continued feedback, it helps us build a great product.
We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time cloning a pipeline is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
Why not? It seems like easy programming to clone pipelines and so many of us are asking for it. Usually, Hubspot has justification for doing and not doing things.
@DCL Thanks for your follow up! There are a few important things to consider here:
1. Things that seem easy may not be. There may be downstream implications in other part of the product or unforseen technical challenges to work through. 2. There are a certain number of resources available to all of us (engineering, hours in a day, etc.). In order to be effective we need to increase focus on the work that benefits our customers most. There are hundreds of ideas on the forum worthy of consideration, but in order to build a great product we cannot work on all of them. 3. For everything we add to HubSpot, we are adding to the list of things our customers need to understand to use the system. With this comes an increased maintenance cost.
It's not that this idea will never be delivered. Instead, I wanted to be as transparent as possible that this is not something we plan to deliver in the immediate future.
There's a lot of time invested in created pipes including automation so not sure how come many other things can be cloned and not pipelines. Probably some dependencies but this is a crucial feature.
This is a common requirement for us also, we use often as we have common deals across different pipelines and dont want to have to type everything out again.
The ability to clone pipelines would be incredibly useful. Some of our clients have multiple, similar pipelines, and it is a pain to start over from scratch each time.
The only way I managed to do it was to export pipeline to pdf, then import back in to a new pipeline. A bit clunky but as of a couple of weeks back that was the only way I could do it.
5 years later...newer to editing and setting up on this platform this cloning of a pipeline is still very much needed.
@Dylan even at a bare minimum to setup stage structure and workflows would be helpful, totally understand the migration of pre-exisiting deals etc - but having to set up everything manually is quite a chore
