Cloning a Deal

[cfleishman]

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."

[Anu]

We need this feature too! 

[Mike_reality]

Yes - this would be teriffic

[tomirasanen]

As all the other people here, we need this too!

[Pelby]

This would be really helpful.

[SimonDrye]

This feature would be extremely helpful. Plus one for this request from me.

[s0utherndandy]

Has Hubspot resolved this issue yet?

[DonMohammes]

Upvoted!

[robweidner]

Any update on this?

[kdelgreco]

YES, agreed!! 

[wburbank]

Great idea!

[andyb]

Yes agreed from me too

[Mjennings]

This would be a big productivity improvement

[fanderson]

Great for MRR contracts and also tons of other common sales!  thanks for posting.

[Justinmiller]

upvote this feature

[Goohlay]

I used an automation tool (ZAPIER) to "clone" a deal. 

We add another Deal Stage called "CLONE ME" exclusively for Cloning. So once you update deal stage to "CLONE ME", it will trigger the tool to copy the value of your updated deal then produce new deals with the copied data.

[JOHL]

We'd also like this feature and/or be able to create a recurring deal each month

[Anonymous]

Make sure to vote for the feature request in the Ideas Forum folks! @JOHL @esundance @A2Ben @Trumeter do either of you have a link to the ideas requst?

[JOHL]

I've been unable to find this as a feature request but it seems as though load of us are struggling with the same issue.

we'd like to be able to:

1. duplicate/ clone a deal

2. create reoccuring deals

and some people would like to be able to;

3. split a deal eg: total annual deal value split into monthly deal amounts

4 create reoccuring deals with variable amounts

Would it be worth looking at how these are handled by an accountancy software such as Xero?

As a separate issue;

The deal function doesn't really fit into any SME's workflow because the actual payment of an invoice can only ever reconciled with accountancy software such as Quickbooks, Sage. Xero etc and there's no point in duplicating out workload by:

a. creating a deal in Hubspot

b. creating a deal in our accountancy software

c. when the money is paid into the business bank account we then have to manually go back into the deal in hubspot and mark as closed.

d. This becomes a pointless task when;

- we're having to do this every month on recurring deals

- the deal pipeline in the accountancy software automatically reconciles the money with the deal.

James

[ODWJohn]

SUGGESTION: Be able to copy an exisitng deal and create a duplicate deal. 

REASON: in a B2B environment we often create multiple deals for the same company. A majority of the time, only a few properties change (Amount, Close date, Descritpion)

I think this should be an easy option where the user could select CLONE DEAL and be forced to upate the Deal Property 

[Bahar]

 @Goohlay, thank you so much for sharing your solution. We are also trying to clone the deal with Zapier however we do not find the copy value. Is this happening on Hubspot or Zapier? Is there an additional step we're missing on Zapier? At the moment we have the triggers "deal entered a new stage" and  "create a new deal" but are unsure of where we can get the step to copy the data.