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

HubSpot updates
140 Replies
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!

2100863
New Contributor

AGREED!!!

tnguyen
Visitor

Yes we need this!

JakeJones
Occasional Contributor

Yes. This is needed. 

hardikchitroda
New Contributor

In agreement..

 

Especially the field sales people

StephenDB
Regular Contributor

We absolutely need this feature!!!!

sgazeau
Occasional Contributor

Totally agree. Please add this feature. 

dleitch
Occasional Contributor

We also need this functionality.

rishichande
New Contributor

Agreed, really basic functionality that I'm surprised doesnt already exist

dan_sitton Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

Hi @cfleishman, I haven't read all the comments but if you are using HubSpot Sales Pro there is a way to "clone" a deal without an external app. You can use a series of workflows to clone the deal for MRR, with re-enrollment so that as each deal closes it opens up an identical deal in the pipeline at a specific stage. In addition, you can set tasks for this deal - so if you have a 90 day notice outreach you can automatically set the task for this and any additional tasks for each MRR deal.

 

If you haven't already figured this out and want any more information on it you can let me know by tagging a reply in this thred and I'll respond with the information.

cfleishman
Occasional Contributor

@dan_sitton thanks for the info. This is an okay solution for us but not best. We don't use contact owner instead we have different fields for our contact owners because it's possible that we could have five different sales persons for one contact depending on what is being sold. Being able to simply hit a "clone deal" button would allow us to clone all of the information including the "deal owner" versus the contact owner. 

lizyork
Occasional Contributor

Please enable cloing a deal! This would be huge for our team.

Rozi12
Occasional Contributor

Me too !! voting for it

ccuhsnick
New Contributor

Love the idea. This would make life so much easier

PBones
Occasional Contributor

definitely need this, as we have clients with weekly and monthly contracts/deals with us

christa
Regular Contributor

Our sales team needs this ability too. Duplicating some deals that call for it would be way more efficient then the current situation. This duplicating of deals is determined by the Sales rep and a workflow is not the solution as it isn't a cut and dry trigger for enrollment into a workflow. We simply need to have the ability to hit a button to duplicate a deal and update the close date and other info as needed.

 

Again, a workflow is not the solution for this. I saw a 'solved' idea that claimed the workflow resolved it. That isn't the answer to this issue. Take another look at the request!

MobileDoorman
Occasional Contributor

Agree! Us too!

AdrienC
New Contributor

me too! I'd love to be able to done this. 

Anonymous

YES! Please make this a priority!