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
kdelgreco
New Member

YES, agreed!! 

wburbank
New Member

Great idea!

andyb
Regular Contributor

Yes agreed from me too

Mjennings
New Contributor

This would be a big productivity improvement

fanderson
New Contributor

Great for MRR contracts and also tons of other common sales!  thanks for posting.

Goohlay
New Contributor

I used an automation tool (ZAPIER) to "clone" a deal. 

We add another Deal Stage called "CLONE ME" exclusively for Cloning. So once you update deal stage to "CLONE ME", it will trigger the tool to copy the value of your updated deal then produce new deals with the copied data.

ODWJohn
Occasional Contributor

SUGGESTION: Be able to copy an exisitng deal and create a duplicate deal. 

 

REASON: in a B2B environment we often create multiple deals for the same company. A majority of the time, only a few properties change (Amount, Close date, Descritpion)

 

I think this should be an easy option where the user could select CLONE DEAL and be forced to upate the Deal Property 

Bahar
Occasional Contributor

 @Goohlay, thank you so much for sharing your solution. We are also trying to clone the deal with Zapier however we do not find the copy value. Is this happening on Hubspot or Zapier? Is there an additional step we're missing on Zapier? At the moment we have the triggers "deal entered a new stage" and  "create a new deal" but are unsure of where we can get the step to copy the data. 

DrewEconsys
Occasional Contributor

Just to pile on - I want this too!

valeria_glispa
Occasional Contributor

We desperately need this as well! 

Bahar
Occasional Contributor

To be more precise, creating a new deal and associating it with the company and contacts in zapier is not really enough for us. We need to copy all activieties (email history and notes) to the newly created deal as well!

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!



  



Goohlay
New Contributor
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!