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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.
I’m a product manager at HubSpot and I'm very pleased to announce that this feature has been Delivered to all Pro/Enterprise customers. See how to clone pipelines for more information.
We could not have built this feature without your help. Thank you all for taking the time to submit, vote and comment on this Idea.
I'm excited to share that we're currently running a private beta for a new pipeline cloning feature. While the beta is temporarily paused, we’re actively working to include support for custom pipeline workflows before resuming access.
If you’re interested in trying out this feature, you can still request to join this beta now. Once support for custom workflows is ready, we’ll begin approving new participants.
Hi all, thanks for sharing your feedback. I'm seeing two different requests in the comments:
Ability to clone a pipeline
Ability to clone a record (i.e. deal)
For the first one (original idea), I'm curious to understand why you'd want to clone a pipeline. If you have two pipelines with the exact same stages, we don't recommend separating the pipelines, as outlined in this Knowledge Base article. That's the best practice for segregating pipelines, especially if you want to avoid hitting your pipeline limit.
@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.
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.
Can confirm, this would be ideal. We use one of our pipelines as the vetting process for people applying to join our roster. (new deal is created for a new applicant and moved through the pipeline at the various stages with forms and meetings etc)
We are creating a new separate arm of the business in which we will use the exact same vetting process and having to manually recreate the pipeline and sequences is making me want to claw my eyes out.
It has been now 6(!) (six) years that the community asks the hubspot managers to implement the cloning / duplicating of pipelines. This issue has been ignored by the management of Hubspot all over these years. That's a shame.
I don't need to clone a pipeline, just a Deal. We repeat work for our customers every year or three years, depending on the description. Would be great to be able to clone the old Deal when requoting the repeat work.
I am really surprised that the cloning function has still not been added to deal pipeline. @hubspot please make this happen. You can clone almost anything else in HubSpot now.
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