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."

[Daxchemist]

Thanks for the shoutout @Pauldeming! Here's a general link to get Clone Attack.

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

[SkeeStylus]

We're also testing Clone Attack with two clients.  No complaints.  Good looking out @Daxchemist 

[Daxchemist]

Thanks for the love @SkeeStylus !

[brotelli]

I have dealers that want to place the same order they did before or similar orders and cloning a deal would make this so much easier.

[kleberjs]

Cloning is a extremely very important feature! Others CRM already do it... so please HubSpot, hurry up with this. 🙂

[Pauldeming]

We have been using clone attack for a few weeks and it works fine.

[Daxchemist]

Appreciate the mention @Pauldeming!

[nona]

Hi @Dylan 

Could you make it possible to clone tickets too.

So a simple tool to clone deals and tickets.

I imagine something like this:

  

Thanks!!

[SkeeStylus]

@nona  check out @Daxchemist 's   Clone Attack in the App ecosystem.  It not only works for deals but any object in Hubspot.  

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

[nona]

thanks @SkeeStylus ! I''ll try it 😄

[KJLUNDE]

Absolutely agree with everyone else on this thread.  I'm shocked that there's not a duplicate button to do this with Contacts and Companies that are very similar.  Would be helpful for multiple contacts at a firm, multiple offices at one company, etc.  As otherss have noted, this has been available for years at Salesforce and every other major CRM.  When I mentioned this to a customer service rep, I was told, "it isn't fair to compare Hubspot to other companies."  Whelp, if that's the response, it won't be long before all business goes to your competitors...

[bashomosko]

Would love to have this functionality. 

[Daxchemist]

@bashomosko Just shot you a PM!

[WebfootMarket]

For any Zapier users out there, I SOLVED THIS PROBLEM, at least for our purposes. Have a look:

Solution:

1. I created a custom deal property that I call "Clone Deal" and then just made it a checkbox (TRUE/FALSE) property. 
   1. see here:
2. I then created a zap with zapier that monitors that particular field for a change. As soon as the estimator makes the change to that "Clone deal" property and saves the changes in the deal the zap fires. Here is what I built out in the Zap:
   1. See here:
3. Step two in the zap is a filter that will only proceed if the "Clone Deal" value is set to "Yes" (TRUE), just in case an estimator changes the property to "No" we do not want to continue cloning the deal.
4. Step 3 is just the HubSpot --> "Create Deal" function, and I just input all the properties from the deal that triggered the zap into the new deal that is being created.
5. Step 4 finds the Contact ID that is associated with the original deal
6. Step 5 associates the newly created (or cloned) deal to the same contact.

You could also add another step that emails the user when the deal is done being created with a link to the newly cloned deal, but I haven't don that yet.

Also, you could do this process multiple times, but just switching the Clone Deal property back to "No." Saving the deal. Then Switching it back to "Yes" and saving again.

Background on how we use it:

Our painting company will create deals when a customer calls for an estimate. Frequently, the customer is in need of multiple services for example carpentry, drywall repair, and interior painting (we abbreviate that with "CARP DRY INT" for context). We want to keep those three services as one deal initially because the estimator is going to the house one time to give an estimate for all the services. However, once the customer excepts the deal we want to be able to split it into three separate deals because often times we need to schedule and produce those deals months apart (especially if there is exterior work that is weather dependent). So our estimators need to duplicate the original deal three times, and literally everything is the same except the project type, and the dollar amount. 

Hope this helps someone out there!!

[AAnderson8]

This would be really helpful for us. When a sales person wins a deal it needs to be cloned into our services pipeline to be managed for delivery. 

It's ideal for the delivery team to not have to recreate the deal every time when all of the required fields are included in the sales deal already.

[Daxchemist]

@AAnderson8 Our app clone attack will not only do your duplicates, but will soon allow you to set defaults when duplicating, as well as change the pipeline/stage upon duplication!

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

[dave-ops]

Use Case: We want to make sure notes that were in prior deals with a prospect or client (that didn’t come to fruition but now are back on the table) aren’t missed in the current deal.

[JHerlem]

Hi Hubspot,

+1 for this basic option. In our group, we have lot of recurrent deals that I need to duplicate. 

Tx in advance for this new feature !

[BradSalerno]

We currently transitioned from PipeDrive to HubSpot.  While there are many reasons why we made the switch (your reporting is much better for example,) one of the important features of PipeDrive is the ability to clone a deal.  I have many projects where the same products are deployed in several or many different locations.  In HubSpot, the deal name and quote name are the only data that change in this instance.  Having to completely repeat this information over and over again is VERY time consuming and prone to errors.  PLEASE fix this!!!

[Daxchemist]

Hey @BradSalerno and all you cloning folks!

We've added several new features to our app Clone Attack that duplicates Deals, Contacts, and Tickets:

• Set the new Pipeline and Stage when you duplicate
• A full config page to set defaults for different properties (or prevent them from being copied)
• Duplicating as a workflow action coming up next!

Feel free to message me if you need a specific feature. Check out the app here! 

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