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."

[dmsmith]

Clearly, HubSpot doesn't read this forum, or worse, they read it and choose not to respond. I've spoken to them on the phone when they have called me to up-sell me on advance features, but it's been 5 or 6 years and still no contact cloning. The only thing I can suggest if you are adding more than 1 person at a time is to export the contact you want to clone into an Excel spreadsheet, copy the record for each new person, make the necessary edits, delete the original record and the record-id column and then import the new records.
It's a pain to do it that way, but for me, it's faster than typing a bunch of new records individually.

[JJachetta]

Thank you.

[kman]

Hi HubSpot Community great news! Our product team is prioritizing this feature and actively working on a solution. To help us better understand what exactly you'd like to clone (e.g. properties, associations, activities), could you please take this short survey? Thank you!

*Update: Survey link has been fixed, please let me know if you're still not able to access it.

[SusanH]

Hi, the link for the survey gives an error message that 'permission is needed' to access.  

[finaDevin]

Yes! That's great news! But I also am unable to use the survey link at this time.

P.S. I really hope that this functionality is going to include the ablity to clone other objects as well, such as Tickets.

[SkeeStylus]

THANK YOU!!! The community has practically been begging!

Need permission for the survey. BTW

[Evans4316]

@kman

Can you please fix the link so that we can access the survey? Otherwise, the people who really need to fill it out won't be able to access it.

Thanks!

[NLedwon]

I also can't access the survey. This couldn't be more timely. I literally
just reached out to another CRM system vendor specifically due the lack of
clone ability in Hubspot. Please prioritize this!!!!

[kman]

Survey permissions have been updated! Please try here and let me know if you're encountering issues: https://forms.gle/7RRi8jUMTnLqP9M38. 

[GOgris]

Definitely needed.

[PVA777]

Yes, we need to be able to duplicate records.  Every CRM that I've worked in has offered this ability.  When I contacted HubSpot, I was told that records can't be duplicated because the main identifier is the email address so it can't duplicate an email address.  I said, then write in the programming to not duplicate the email field when cloning/duplicating a record!  That's how all the CRM's have done it - you select 'Duplicate Record' and then it duplicates all fields, except email address, name and title.  This most basic feature needs to be added because productivty has been lowered since we switched to HubSpot because now we have to manualy enter all of the contact information for multiple contacts that have identical information (aside of name, email and title).

[DuPertuis]

Don't forget to build this for Custom Objects as well please!!!

[Anastasiia_V]

year 2017, top rated and still nothing 💪👌

[MHenning1]

I'm voting for this function too please. Same reason as others

[BGuerin]

Hello that would be great to have it a a native function 

[04926]

how is HubSpot tracking this?

still not implemented, this is so basic 

some rules for adjusting data would be nice when recreating deals

[AKumarSci]

for the time being you can create a simple workflow to create a copy of a deal.

Just enroll the deal you want to create a copy and create a new deal(chose the stage, rename, etc) and then run the flow.

This will create a copy of the deal with relevant history copied to the deal

[steinarslatten]

+ to being able to clone a deal. Our usecase is often that we have a large deal that we want to split into several smaller deals. It is very tedious to manually re-enter the data for several other deals. 

[RWatkins1]

This is an essential feature. Any CRM system deals with organisations/companies and then contacts within those organisations. It is naive to have a system which does not recognise this and does not meet a simple requirement of allowing multiple contacts within a company, without the need for adding in the same data multiple times for each contact that is encountered in an organisation. What is the point of having a database if it will not fulfil the simple function of making the data easy to maintain correctly? The current system design means people are more likely to create inaccurate data as they have to maintain the same data manually several times over.

Please fix this asap.

[KisPower]

This is a must-have feature for any CRM