Cloning a Deal

cfleishman

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

 

Update from @JoeMayallDue to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

348 Replies
Jgraves1117
Member

@JamesWa- I integrated their solution last week, which is super simple and can be removed pretty easy. Overall we're just launching with Hubspot, so I've only run a couple tests to see how it functions, but it does work as expected with cloning a deal.

deborahfelicio
Participant

same here! Agree!

BoudewijnB
Participant

This would really be a timesaving feature. I would like to emphazize the need for this to be developed in the near future! We can clone all sorts of things like reports, filters, lists and marketing stuff. SO why not clone deals?

 

Please!

 

 

 

 

jturk
Member

Would be good to get this into HubsSpot ASAP! 

Gregor_v_G
Member

Yes it would be great to clone a deal - We could use it to clone the deal from our sales pipeline in our marketing (campaign) pipeline. It is important to have every e-mail, conversation & information at one glance that we don´t have to click through multiple deals in different pipelines.

 

Thanks!

 

Alex_MMG
Member

Great Idea

Oliver75
Contributor

Definitily! We have tons of recurring deals and each time it costs the sales teams a lot of time to set up each of them.

Ruperttheangel
Member

yes agreed a useful addition

adavisproactive
Member

I think this would be a great idea.  Better then copy and paste

jchandler1
Member

Agreed, useful for repeat customers purchasing similar items.

HubSpotMaster
Key Advisor | Platinum Partner

Any updates on the status of this request HubSpot?

Jtuley
Member

Agreed - Any updates on the status of this request HubSpot? We had this function with a previous tool we were using and the functionality is greatly missed...

GJKS
Member

I agree. This would be a great addition. 

amisteinberger
Member

totally..

SiykaM
Participant

We need this as well.

tabb
Member

It would be very helpful to be able to duplicate/clone deals as we have repeat customers ordering same products.

MrSausage
Member

Does anyone from Hubspot actually monitor this forum?  This has been requested for almost 3 years.  I'm sure for most early-stage subscription based businesses if this feature is not implemented it will be the reason they leave Hubspot for a more sophisticated Sales Ops tool in the future, once the business grows.

ChrisMartin
Member

REVLabs Widgets Production Have produced a clone a deal widget you can upload to Hubspot.

 

If you google this you will be able to locate the free widget and instructions to add to Hubspot

 

https://www.revenueriver.co/revlabs/duplicate-deal

p_viv
Contributor

Hubspot can you give us an update on this please?

The-Rooster
Member

would be very very handy to have this (imo basic) functionality 🙂