Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Smiley Happy

76 Replies
Goohlay
New Contributor

@Bahar, you need to set the custom value of each field for the data to be copied.  See the step by step set-up of our zap.

1) Basically our zap, will be triggered once deals stage has been updated to "CLONE ME" stage.
Screen Shot 2017-12-06 at 6.25.13 PM.png

2) I created a filter wherein the app will only clone deals with "CLONE ME" deal stage. (Please note that the alphanumeric value is the internal value of "CLONE ME" stage):
Screen Shot 2017-12-06 at 6.25.42 PM.png 
3) Set to create new deals then manually set each field and its customized data:
Screen Shot 2017-12-06 at 6.40.04 PM.png

4) This is just optional though. Add another action by sending email notification to Hubspot Owner with the link to the newly "Cloned" deals:
Screen Shot 2017-12-06 at 6.26.40 PM.pngcloned.pngActual Email Notification

BTW, we've tested the bulk edit and updated multiple deals. It cloned all deals with the updated deal stage Smiley Happy You can literally clone 2 or more deals at once.

Hope this helps. Thanks!



  



cketelaar
Occasional Contributor

we want this too!

Bahar
Occasional Contributor

 @Goohlay, thank you so much for your detailed explanation! We ended up doing the same thing, but it is not really clonning the deal. We are basically creating a new deal, and mapping the properties. So we still miss the activieties (email history and notes)!

Kmoloo
Regular Contributor

Definitely need this feature to clone a deal.  We use a separate pipeline to manage contacts (which could be done as a native object in Salesforce).  When a deal goes to closed-won in our sales pipeline, we need to duplicate the deal as to create a contract for it.

p_viv
Regular Contributor

This is really basic CRM functionality that we need desperately

TAM
Regular Contributor

When is this coming?

TAM
Regular Contributor

@Goohlay I have seen your workaround. I would like to appy it as well. But I don't know where to find the alphanumeric internal value of a stage (for the filter), which I called "deals to be cloned" since I will store them just temporarily in there. Once I have cloned them, I will move them back where they were in the pipeline and delete the "clone stage".
As I can see all I have to do in step 3 is to set to "custom value"?

Thanks in advance

Goohlay
New Contributor

Hi @TAM

You can see Internal Value of each field at "Property Settings" in Hubspot. 

Go to Settings > Properties > Deal Properties > Deal Stage  > View/Edit

You'll see the internal value just like this:

Screen Shot 2018-02-14 at 9.50.06 PM.png

Does this helps? Thanks!

TAM
Regular Contributor

@Goohlay Thank you very much. Yes, that helped. I could find the value now.

When I tried to clone the deals under "clone deals" stage, it create empty deals for me. I guess, I have not been applying your 3rd step correctly. Could you elaborate on it? How can I make sure that it takes the exact same information as in the original deal properties? Such as associated contact, associated company, amount, close date, hubspot owner etc.

It is my first time with Zappier. Sorry, for the trivial questions. 

Thank you very much.

Goohlay
New Contributor

Hi @TAM

No worries Smiley Happy 

You'll need to set each field manually. In order to capture the correct data, you need to match the "field name" and "content name" value. See picture below:

 

2.png

 

Not all fields will contain the exact data you are copying though. For example, the pipeline value you're copying is "Sales Pipeline". What will appear in the field is instead of "Sales Pipeline", it will capture the internal value just like what I've shared with you.  

Thanks!