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

 

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."

313 Replies
New Contributor

@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.

New Contributor

same here! Agree!

Occasional Contributor

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!

 

 

 

 

Occasional Contributor

Would be good to get this into HubsSpot ASAP! 

New Contributor

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!

 

New Contributor

Great Idea

Regular 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.

New Contributor

yes agreed a useful addition

New Member

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

New Contributor

Agreed, useful for repeat customers purchasing similar items.

Advisor | Gold Partner

Any updates on the status of this request HubSpot?

New Contributor

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...

New Contributor

I agree. This would be a great addition. 

New Member

totally..

Occasional Contributor

We need this as well.

New Contributor

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

New Contributor

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.

New Contributor

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

Regular Contributor

Hubspot can you give us an update on this please?

New Member

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