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."

347 Replies
ColinC
Participant

Critical feature for subscription renewals.

 

Tried to create a workflow to clone Deals but you cannot update all of the necessary fields.

pmarciano
Member | Platinum Partner

Are we still stucked at 2017?? Wake up Hubspot!

 

dc-usa
Contributor

Any word on whether Hubspot has this planned as a new feature, and schedule for deployment? 

Fozzie
Member

100%. I need a deal to remain in one pipeline, but have a duplicate in another so the second taskflow for our other team can begin their work. 

cyzen_swa
Participant

We need this fetature !!!!

Angellyna
Member

Yes, please!! Still waiting in 2020!

Dylan
HubSpot Moderator

Hello HubSpot community, 

When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together. 

For those interested in merging two existing deals together, I'm excited to let you know that we've heard your feedback and have launched the ability to merge deals. Here is a Knowledge Base article that describes this new functionality in more detail.

christa
Participant

@Dylan what is the status of any work to fulfill the request for cloning deals? The announcement of being able to merge deals is somewhat of 'salt on the wound' for those of us that have been waiting and waiting for the ability to clone a deal!

pmarciano
Member | Platinum Partner

Come on, you are sneaking around the problem!

 

garinhess
Participant

Definitely need this for the same reason. ARR, annual deals, need to set up the deal for the next year when we close for the first year.

RP_CCO
Participant

Yep we really need this so we don't have to take deals out of our sales workflow and into our customer success workflow

mark_poyser
Participant

Come on Hubspot, Salesforce has this. A much needed idea and one that seems to have been hanging around for a while. 

Any cloning must include the ability to carry the Products across from one deal to another alogn with all of the other details. This would be perfect for customer renewals from one year to the next 

Issen007
Contributor

We do this by using Workflows. 

We have added a checkbox in the end of the Deal and when we change that to Yes it will automatic clone that deal and change back the value to No again. 

 

1 min later we have a new deal that is a copy of the one we just created. 

 

Good luck

Christian

mark_poyser
Participant

Hi @Issen007 we also use this function via workflow. However, it does not currently copy the Products over from one deal to another which would be great for renewals where customers have the same products year on year.

 

In addtion, you do not have the ability just to adhoc clone a deal. It has to be done via automation. Salesforce did have this function which was useful.

staceyp
Participant

@mark_poyser exactly!  We need to duplicate the products.

Most of our client have annual events and often we contract 2-3 years but the deals must be separated by year.

 

Looks like this has been a widely requested feature since 2017...@hubspot why cant this be addressed.

 

It seems like a "clone" option under the deal actions would be fairly simple.

alelot
Member

We need this feature ASAP please.

SandeepMI
Member

100% agreed! will save a LOT of time 

susandaly
Participant

Okay HubSpot, I think you have to look a bit more clear at the request. Your answer unfortunately didn't address what the suggestion was: to clone a deal in HubSpot.  

 

Your answer of "When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together." - nope, there was clearly 1 main theme: to clone a deal. I'll repaste the original suggestion:

 

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

 

I would also like to see this feature added since it's a pain to re-create the exact same deal for monthly subscription deals. Thanks!

Evans4316
Contributor

Exactly. It should not be so difficult!

SkeeStylus
Participant

We need DEAL CLONING.  Deal cloning speaks to enterprise solutions & Hubspot says they want to focus on that.  Please get it done.