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 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."

557 Replies
jdumez
Participant

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
Member

Do it!

dflynt
Participant
Ivansch
Member

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
Participant

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
Member

We need this function.

Retyping day repeat deal does not make sense.

 

 

MonikaS
Contributor

Needing it as well

Pauldeming
Member

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
Participant | 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
Participant | 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
Contributor | Partner

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

Daxchemist
Participant | Elite Partner

Thanks for the love @SkeeStylus !

brotelli
Participant

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
Member

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

Pauldeming
Member

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

Daxchemist
Participant | Elite Partner

Appreciate the mention @Pauldeming!

nona
Member

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
Contributor | 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
Member

thanks @SkeeStylus ! I''ll try it 😄

bashomosko
Participant

Would love to have this functionality.