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Cloning a Deal

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Status: Delivered
cfleishman
Submitted by on ‎Aug 31, 2017 4:10 PM

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Smiley Happy

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829 Replies
VCheung
Contributor
‎Sep 27, 2023 4:41 AM

I am at the point that I already prepare myself before searching for a solution on Hubspot, that it most likely has been posted as an idea on the community forums for a few years already but true to Hubspot it probably wont be resolved with a solution.

 

I do hope one day all the ideas get resolved but it is one of the main reasons why we are looking at other platforms once our contract comes to an end.

 

I really do love Hubspot but the lack of basic features is just absurd that all mainstream CRM's already have.

SkeeStylus
Top Contributor | Platinum Partner
Top Contributor | Platinum Partner
‎Sep 28, 2023 9:52 AM

I love the engagement. I think it shows the importance of the potential feature.  I was just trying to share some perspective about why there may not have been movment on this.  I too believe the feature should be native but also share there are alternatives if this existential for your business model.  

JLa
Participant
‎Oct 3, 2023 2:39 PM

LETS DO IT!

PHURLEY
Participant
‎Oct 5, 2023 2:15 PM

I also would like the deal duplicator as part of basic Hubspot features

ReganRoss
Contributor
‎Oct 8, 2023 6:41 PM

Dear Hubspot Product Team,

 

Are there any updates to this issue since last February when it was announced as "In Planning" ??  Can we anticipate it anytime soon? Everytime I have to manually re-create a subscription renewal without being able to click a "Clone" button, I'm reminded to check in on the progress.

 

 

JLa
Participant
‎Oct 10, 2023 12:40 PM

Day 1 Asking Hubspot to simply implement this feature already.

dmsmith
Member
‎Oct 11, 2023 6:32 AM
How did you ask? I don't think they look at this forum. They have never replied to any past requests. If you are communicating in another way, I will follow suit and maybe some others can as well.
JLa
Participant
‎Oct 11, 2023 7:41 AM

Day 2 of asking for contact cloning.

jfd118
Contributor
‎Oct 11, 2023 12:48 PM

A deal duplicator would be very helpful.   Like others, my use case is managing recurring subscriptions.  When I "close win" the current opportunity, I want to duplicate the deal to create the renewal opportunity.   Once created, I'd likely only change the close date and custom date that I've created and added to all deals. 

It seems the place to put it is in the "Actions" options of a deal. 
Merge
Delete
Duplicate

jc
Contributor | Diamond Partner
Contributor | Diamond Partner
‎Oct 11, 2023 1:35 PM

There's a tool that does exactly that: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/deal-duplicator-2016...

PHURLEY
Participant
‎Oct 11, 2023 2:28 PM

that is a paid for app......cloning should be a basic feature of hubspot.

MHenning1
Contributor
‎Oct 11, 2023 4:28 PM

@jc  the app you recommended requires companies to just send their most valuable sales data to yet another company. Not a good option when it should really just be a standard feature in Hubspot 

JLa
Participant
‎Oct 12, 2023 1:23 PM

Day 3 asking for the ability to clone contacts already.  Simple solution, if weight is tied so heavily to email ID, simply clone the contact without the emial ID.  Force user to enter new one before clone can save.  SOOOOO SIMPLEEEEEEEEEEEEEEE

JLa
Participant
‎Oct 13, 2023 8:39 AM

Day 4 asking for cloning contacts. 

DStaat
Participant
‎Oct 13, 2023 10:00 AM

Hey @JLa,

Did you see my earlier post regarding Clone Attack by any chance? You can clone contacts (among other records) using it. You can also make it happen via workflow as well!

Let me know if you have any questions.

Best,

-David Staat

MGriff121
Member
‎Oct 17, 2023 10:16 AM

My Company requires this feature also. This should be easy to implement, I don't believe we should need to create workflows and use 3rd party apps to achieve this.

MRudlang
Member
‎Oct 18, 2023 1:53 AM

I agree. Being able to easily clone a Deal would be a huge time-saver for the way our company works.

Would be about time to implement this now, as it has been requested since 2017.

HubsGrowth
Participant
‎Oct 24, 2023 9:37 AM

Hey there 

 

please take a look at our app CloneNer that allows you to duplicate everything for free. (we are looking for a feedback here)

 

Regards

MHenning1
Contributor
‎Oct 24, 2023 9:50 AM
Hi, I don't want a 3rd party functionality, I have already an agreement with Hubspot and do not want to spend the time to source another one / new integration with following security reviews.

I don't want to send my deal data to your company either.

This is a basic function that should just be included in the HubSpot account.
kirstenmhb
Participant
‎Nov 14, 2023 11:16 AM

Waiting for this functionality. We don't want to add 3rd party tools to our Hubspot but we need a way to duplicate deals and copy over information for renewals