HubSpot Ideas

cfleishman

Cloning a Deal

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

 

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."

557 Kommentare
jdumez
Teilnehmer/-in

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.

pwohlkoenig
Mitglied

Do it!

dflynt
Teilnehmer/-in
Ivansch
Mitglied

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
Teilnehmer/-in

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
Mitglied

We need this function.

Retyping day repeat deal does not make sense.

 

 

MonikaS
Mitwirkender/Mitwirkende

Needing it as well

Pauldeming
Mitglied

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
Teilnehmer/-in | Elite Partner

@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

Daxchemist
Teilnehmer/-in | Elite Partner

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
Mitwirkender/Mitwirkende | Partner

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

Daxchemist
Teilnehmer/-in | Elite Partner

Thanks for the love @SkeeStylus !

brotelli
Teilnehmer/-in

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
Mitglied

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

Pauldeming
Mitglied

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

Daxchemist
Teilnehmer/-in | Elite Partner

Appreciate the mention @Pauldeming!

nona
Mitglied

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:

 

nona_0-1607590050160.png  nona_1-1607590143374.png

 

Thanks!!

SkeeStylus
Mitwirkender/Mitwirkende | Partner

@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
Mitglied

thanks @SkeeStylus ! I''ll try it 😄

bashomosko
Teilnehmer/-in

Would love to have this functionality.