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."
Maybe Hubspot could add more options to the Automation Workflow part to duplicate or options then today? Becauase we have a half duplicate Deal function working inside Hubspot where we copy a few parts but not all. If Hubspot increase does options that are already working instead of inveting a total new functionallity.
I am equally frustrated that this is not a built in feature within HubSpot, and I think it is really iritating on an already expensive software to have to pay and extra $30/mo for this basic feature. I'm sure Clone attack is a great add-on and good for them for fixing something that so many people want. But, it feels like HubSpot should be paying them not us.
Either way, if any of you are zapier users, I did find a free way to solve this problem that took less than 10 minutes to implement. Here's the link to the comment where I broke down the process I used to solve this.
Hopefully that is helpful to some of you. I find myself trying to solve lots of random things and data transfer between our various apps that we use. I'd be curious what other ways people have found to use Zapier or other apps they are already paying for with Zapier.
Hello, I endorsed the idea back in 2018 and I waited and waited for Hubspot to put in place a duplicate Deal feature.
I am here to say that I stopped waiting and I reached out to Dax at appchemist.io and I am very happy with the integration. Not only can I clone but I can pick certain fields to clone. It's been the best experience and the integration takes seconds. I highly recommend you reach out to them.
I hope this helps anyone who is ready to move to cloning deals.
I second all those recommendations about getting Clone Attack with @Daxchemist. It's saving us a lot of time in cloning our deals each time we start a new recruiting campaign for the next semester.
We also need this functionality. Either cloning a deal incl. products direct out of the deal and with Workflows that includs products when creating new deals automatacly. Every normal accountig software has such a cloning function - except the workflow function 😉.
Am I the only one thinking these messages are lost in the air? Not a single reaction from HubSpot side.
Again: I don't want pay extra for using an additional application for cloning a deal. It is an obvious feature this CRM must include. So disappointing.
I am sad to say after a year of supporting this (3.5 years of the 'community' asking for this) - no sign that Hubspot are even tracking these suggestions - my recommendation would be for hubspot to shut this down rather than give the impression of responding to customer feedback and not as that is frustrating.
I wrote an email to the customer service with the subject: No answer in 3.5 years, I copy their answer here:
Hi Edit, Thank you for contacting HubSpot Support. I understand you are interested in cloning deals.
As outlined in this community post, it is still not possible at this time. Our developers do not have immediate plans to build or launch a "clone deal" button and have their energy instead focused on solving other problems that help our customers grow better. Sorry Edit!
As a workaround other customers have used the integration clone attack found here and say that it works great!
Of course, if you need anything else or have any other questions on this matter, please don't hesitate to reach out.
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