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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Thank you for your continued feedack here. I wanted to provide an update on the status of this idea. Cloning a deal is absolutely on a list of things we’d like to do. However, the list is long and time and resources are limited, so building this functionality is ultimately a question of priorities, and this is a lower priority compared to some of the other things we’re working on right now. We're continuing to keep an eye on the use cases provided in this idea and are always re-evaluating our top priorities, I'll be sure to update this thread when this is a more near-term priority.
A nifty workaround for cloning a deal is the Clone Attack integration currently available on the HubSpot Marketplace. It's not a native feature, but it will help some of you achieve your desired outcome.