Cloning a Deal

cfleishman

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."

374 Replies
Evans4316
Contributor

Hi Dylan,

 

Thank you for the response.

 

Questions:

  • How do you guys determine priorities with development?
  • Where is this on the priority list?
  • How do we get basic functionality moved up higher in the priority list? 

This is something so basic. Yes, there is Clone Attack, a third-party app at $20/month, but this functionality should be included in HBS at no charge. 

 

Some of the more recent new 'features' like the changes to task reminders are just causing me more work rather than making my life easier. 

 

Thanks!

 

DBritt
Member

It's super easy to clone reports in HubSpot Sales, I'm not understanding why cloning deals isn't possible.

JoeMayall
HubSpot Product Team

Hey folks!

 

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.

 

Best!

Joe

Ideas Forum Manager

pblessing
Participant
Thanks for the suggestion. I think the community is looking for a HubSpot solution not a third party paid solution as this is a basic functionality found in SalesForce.


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LFasser
Member

This would be a huge help to our organization - please consider making this a priority. Thank you!

leebourke
Member

We need this badly.  We moved from Zoho and it has it.  Such a time saver.  

BWrighting
Member

My org is new to HubSpot and would love this feature, we used it all the time in SFDC.

SA4
Member

Upvoted!

Evans4316
Contributor

While I know that HBS is recommending the Clone Attack, a third-party app at $20/month, but as I've said before this functionality should be included in HBS at no charge. I should not have to make a case to my management to spend another $20/month on something that should be basic and included in the HBS product. 

Elsystems
Participant

That is exactly my thought - this is so basic that it should be part of the program, not an add-on that costs $100 to $240 per year.  Everyone at Hubspot says they will pass along the recommendation to the dev team but there are not many ideas that have 1,100 upvotes over 4 years.  They have decided not to address this giant missing feature.

SusanH
Member

I had started this string years ago now.  It makes absolutely no sense to me as this is such a basic feature, and yet here we are years later with nothing and not even an idea of when this can be addressed.    They love to push us onto the 'idea board'... I guess just to give them something to read (but take absolutely no action). 

joshm
Member

Over 1,100 Upvotes and 19 pages of comments and it's 'low priority' and 'currently not planned'? C'mon HubSpot. cc @maddieschiess

markahope
Member | Partner

I got fed up with waiting on this and we installed Clone Attack. It works
well, maybe not everything you want, but it does a pretty good job.

KWH2020
Member

YES!!!!!!!!!!!!!!!!!

 

Other CRM tools I've used in the past have deal cloning.  

 

Add a workflow/automation to deals/pipelines.  IE: Your account manager just closed a new sale in your sales pipeline.  After the AM changes the deal status to closed/won the deal is cloned and automatically placed into a new pipeline.