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Cloning a Deal

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

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238 Commentaires
s0utherndandy
Nouveau contributeur

Has Hubspot resolved this issue yet?

DonMohammes
Nouveau contributeur

Upvoted!

robweidner
Nouveau membre

Any update on this?

kdelgreco
Nouveau membre

YES, agreed!! 

wburbank
Nouveau membre

Great idea!

andyb
Contributeur régulier

Yes agreed from me too

Mjennings
Nouveau contributeur

This would be a big productivity improvement

fanderson
Nouveau contributeur

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

valeria_glispa
Contributeur occasionnel

I completely agree! Merging deals is an essential function for our team. 

seplovich
Nouveau contributeur

Has this function been incorporated yet? We have multiple deals that we need to be able to merge. Should be a basic function.

Please advise ETA for developing this.

Thank you!

scastro_76
Contributeur occasionnel

We just imported a lot of information from SF but we had already other deals in HubSpot and now we need to merge them. Any idea on when this function will be available? 

jonrokthyng
Nouveau contributeur

 Allowing us to merge deals by the deal name we create will greatly improve our offline sales to online marketing attribution model. I have 4 different reports tied to a unique serial number that gives a complete pciture of a deals. 

Reports: Warranty Registration, Retail Financed Report, Retail B2B Payoff, and Customer Survey. 

Each report are tied to a unique serial number. This will allow me to initiate a loyaly campaign, track retail activity, and improve our marketing ROI attribution models. 

If you fix this, you'll be ahead of your competition with CRMs!! 

GRF
Contributeur occasionnel

 Deals may be fluid, as noted above.  The need to merge and even split while retaining information is needed.

My specific case involves two deals created around the same Contact accidentally.  

seplovich
Nouveau contributeur

Is this function still not avaialble? Seems so basic that people would enter the same deal and a need for a merge function is so needed. Any feedback Hubspot???

Justinmiller
Contributeur occasionnel

upvote this feature

Goohlay
Nouveau contributeur

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.

defranco
Contributeur régulier

Please! Merge Deals Feature ASAP!

ODWJohn
Contributeur occasionnel

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 

TomLucas
Nouveau membre

Totally need this feature - huge time sink having to resolve duplicates / merge data manually

Bahar
Contributeur occasionnel

 @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.