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."
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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.
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.
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.
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.
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).
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.
@markahope I can't seem to get past the login for that app. It just won't go anywhere. I try to create an account, still won't go anywhere.... Sigh. Was so hopeful, now I log a ticket for Clone App.
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