HubSpot Ideas

DCL

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
March 30, 2020 10:00 AM

@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. 


Not Currently Planned
March 30, 2020 08:47 AM

Hello HubSpot Community, 

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. 

88 Replies
Dylan
HubSpot Product Team

Hello HubSpot Community, 

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. 

DCL
Member

Dylan,

 

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.

 

Thanks

Dylan
HubSpot Product Team

@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. 


DCL
Member

Eric,

 

Thanks for the detailed info and transparency.

aljawo
Participant

This is a must have! 

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.

 

thanks!

spowercowley
Participant

Would love to see this feature too,

WayneM
Member

Cloning makes loads of sense, even in small orgs going at direct and channel. 100% support developing cloning of pipelines.

nathaliabueno
Member

Também acho essa uma ótima ideia! Há vários lugares onde posso clonar ferramentas, como modelos, fluxos de chatbot, snippets.

Etapa de pipelines também deveria ser uma opção e nos ajudaria super.

 

FrancescoTassi
Member

Still really useful in 2020 🙂

MrB
Participant

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.

CMeador
Member

Hi! I would just like to echo support for this. Also is there a way to edit the default Pipeline Stages? 

jessehowes
Member

+1 for this please.

We run the exact same pipeline 3 times a year, with 10+ stages and multiple properties required at each stage of movement in the pipeline.

 

It takes a good half hour to copy across all the pipeline stages and required properties.

It's insane that there isn't a cloning option, or even the ability to create a template.

kburke
Member | Elite Partner

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. 

jtcg
Member

Going to spend a few hours cloning my 2021 pipelines to 2022... sure seems like a quick backend feature.

FrancescoTassi
Member

Guys, any update on this ?

jessehowes
Member

Even a pipeline TEMPLATE option would be a start...

Manually replicating every single stage is such a time suck.

raywillow
Participant

@hubspot has thre been any update on this?

MrB
Participant
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.
MarcAltman
Member

Agreed that this would be a very useful addition. Any update on when it will be available?

JeremyBBelk
Member

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

 

Get it on the roadmap for 2023!