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."

[JCeballos]

Amazing, is the same tool  just with automation now and new design.

[BHarte]

This is one massve gap in teh base functionality. 

[JCeballos]

Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot

[USiddiqui]

Basic feauture available on other CRMs. This should have been implemented the year this request was created (2017). It will save a lot of time for operations and sales team members. 

[jc]

Awesome. Worked like a charm. The automation element to it blew our minds and saved tons of time. 

[JasonTisdall]

Glad it worked for you.

Best regards
Jason Tisdall
...on my mobile

[TWust]

I totally agree this feature would be extremely helpful. Could this please be prioritized. And can we also include cloning a ticket not just a deal.

[JonathanS]

@TWust just incase you didn't know Clone Attack allows you to duplicate tickets and deals. It can also be used in workflows to automatically duplicate tickets and deals for you!

You can check it out here: https://app.hubspot.com/portal-recommend/l?slug=ecosystem/marketplace/apps/_detail/appchemist-clone-...

[jc]

Hey @JasonTisdall I'm not that technical, so I used an app called "Deal Duplicator" for HubSpot… it was really easy and it was free and it carried all elements of the deals (you only have to pay if automation is needed). 

[jc]

There's an app for that now: Deal Duplicator. It is free unless you need automation. 

[jc]

Check out Deal Duplicator. It is not native but it is free, it works and you can set automations. 

[JasonTisdall]

Thanks for the pointer. I'll give it a try.

[SKester]

We are five years into this suggestion. It is inconceivable that any CRM package supporting a SAAS model would not have this capability. Please provide an update ASAP on when this baseline functionality for SAAS businesses will be included in the baseline CRM system. 

[SusanH]

I agree ... Hubspot's lack of priority on this issue is truly inconceivable!!

[slagomarsino]

this is ridiculous that this feature is not available

[Alora]

Please add for project-based companies it would be very helpful for their business models!

[PChambers]

$19 or $29 a month to duplicate deals, a feature that should be free, is ridiculous. But thanks for the suggestion. 

[RBuckley1]

It's unbelievable that this isn't a core feature. Salesforce, Pipedrive, etc all have this. Why wouldn't HubSpot CRM??

[HelpfulMarketer]

I think this was the reason I stopped using HubSpot a few years ago - no way to just clone or duplicate... anything. Contacts, tasks... What an inefficient process and giant PIA.  With this many upvotes for what seems to be a standard feature within SAAS... a feature that has been requested repeatedly for years... what the heck HubSpot?

[HWilliams4]

This is a really simple function that should have been introduced years ago. The amount of continued interest over the last 5 years and countless community posts should be a sign to prioritise this update!