Cloning a Deal

[cfleishman]

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

Update from @JoeMayall: Due 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."

[SusanH]

@Dylan

Submitted.  

[ClementMurat]

Submitted too

[TopCat]

I agree.  We should always track and record every connection we make.  What may seem to be a contact with no impact now mayh be promoted to key player later.  Any all history we have with that contact both good and bad will be very useful as we go on. 

[AntonyM]

As Hubspot gets more and more functionality and complexity - clone becomes a HUGE time-saver especially as an initial large long deal when it comes to contracts often starts breaking down into small 3 month chunks - certainly with the big clients we work with in financial services

[MartinVercouter]

It baffles me that such a basic feature with a big support base still isn't being implemented! Whether you have several similar deals associated with one company, or a recurring deal, or a deal setup that is identical accross companies, all of these require the manual reentry of all data, or some unnecessary workflow workaround. Time-consuming and frustrating to say the least.

[Striker]

@Dylan I also recommend development on the feature.

Motivation:
a) enabling users to create multi-pipeline approach (marketing, sales, success) using the same deal

b) re-using an "old" deal e.g. for an upselling pipeline by cloning this deal

c) save lot of time for users preventing "copy-paste-monkleywork"

in fact it is just copy all properties from deal "old" to deal "new". With a workflow this is half way possible, but quite tricky.

[GazEvans]

This lack of functionality is contributing to the business case to move to Salesforce and another example of Hubspot being good for Marketers but not for Sales teams. The lack of an ability to clone deals with products makes it time consuming and prone to error for moving deals from the Sales team to the Account Management team. 

I understand it may be a complex product issue because of the way Hubspot was built but this was raised in 2017 and it certainly isn't a 4 year complicated issue. 

[AntonyM]

GazEvans I think has put this really well - this is such a fundamental flaw for a business that is scaling that it would prompt seeking an alternative with the CLONE feature.

[Daxchemist]

Hello all!

Seeing the cloning deals has been such a missing feature, we have an app for it!

https://app.hubspot.com/ecosystem/7313047/marketplace/apps/sales/crm/appchemist-clone-attack-229629

Clone deals in a couple of clicks, and coming in a few, clone Tickets and Contacts!

Hope this helps the community!

[Daxchemist]

Here is an answer!

We've built an app that duplicates a deal and brings any associations and all of the fields in just a couple of clicks.
Copying tickets and contacts coming shortly as well in v2.

Check out Clone Attack in the app store  - https://app.hubspot.com/ecosystem/7313047/marketplace/apps/sales/crm/appchemist-clone-attack-229629

[jdumez]

Done answering @Dylan 's questions.

This feature is requested by our reps ; although they don't have thought a lot about the exact data to be copied.

I have questioned them + answered your poll using my experience of Salesforce.

[PamCotton]

Thank you for sharing this with our Community @Daxchemist 

[pwohlkoenig]

Do it!

[dflynt]

Clone attack is working well for us!

https://app.hubspot.com/ecosystem/7313047/marketplace/apps/sales/crm/appchemist-clone-attack-229629

[Ivansch]

Joined Hubspot not long ago thinking "Oh I'll get off the spreadsheets..." only to realize it takes me almost twice as much.... Cloning is a feature that you CANNOT deal without ! Especially in a company where some clients may have multiple locations but not all at the same stage ! 

This is critical for managing my team efficiently.... none of the employee will buy into the switch to Hubspot unless it is easier or at least as hard as before.... ! 

[BoudewijnB]

We use the Duplicate deal widget from revLABS. And we are quite satisfied the way it works. it is the best alternative for not having the option to clone deals ;-). 

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

[Pauldeming]

We need this function.

Retyping day repeat deal does not make sense.

[MonikaS]

Needing it as well

[Pauldeming]

This is the app we are going to use, I ran it by IT and it looks good.

https://app.hubspot.com/ecosystem/2515281/marketplace/apps/sales/crm/appchemist-clone-attack-229629

[Daxchemist]

@SusanH We've built an app that can clone deals, contacts, and tickets. Check it out here!

https://ecosystem.hubspot.com/marketplace/apps/sales/crm/appchemist-clone-attack-229629