Cloning a Deal

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

HubSpot updates
Mar 16, 2020

Hello HubSpot community, 

When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together. 

For those interested in merging two existing deals together, I'm excited to let you know that we've heard your feedback and have launched the ability to merge deals. Here is a Knowledge Base article that describes this new functionality in more detail.

229 Comentários
Berater

Hey ChrisMartin, 

 

Thanks for the helpful idea. I have been upvoting the feature to clone a deal for quite some time now. This widget is actually working very well!

 

So to all of you who are in need of a easy to use and easy to implement widget to clone deals, go to https://www.revenueriver.co/revlabs/duplicate-deal

 

Unless Hubspot develops this feature, I will be using this one instead.

 

Cheers,

 

Boudewijn

Mitwirkender

Yes, we would like to see this too.

Sachkundiger

This is really quite a basic feature with lots of support - pls get on it Hubspot!

Sachkundiger

We need this!  This is basic.

Berater

Agreed, at the end of a calendar year, we "close out" existing active projects in our pipeline by either Completing them, or Continuing them with a new category and slightly different name. Being able to clone an existing deal would make this much easier and faster to do than retying all of that info for each deal.

 

Thank you!

Mitwirkender

Where are we with cloning Deals? 

 

Thank you... 

New Contributor | Diamond Partner
New Contributor | Diamond Partner

Hi there

We need this feature too. Seems toi be essential for a rep and a CRM. Massive upvote !

Berater

There is a third party widget that clones deals! you can find it here. It works great.

 

REVlabs Duplicate Deal Widget

 

https://www.revenueriver.co/revlabs/duplicate-deal

 

Hope you find this helpful!

 

Cheers,

 

Boudewijn

Neues Mitglied

Yes this would be a HUGE help to help calculate our renewal MRR.

Sachkundiger

I totally agree. 

Mitwirkender

Hi, 

 

I communicated with some great folks at Revenue River and downloaded the widget and it works great. They are in Beta testing right now, so you can get it for free and they are also making some updates. This has really helped our process, as we wanted to duplicate Deals for our different divisions. Thanks for the suggestion @BoudewijnB 

 

 https://www.revenueriver.co/revlabs/duplicate-deal 

 

I do have a questions about Calculation+Formulas. Is anyone familiar with how to set up a custom equation to automatically calculate Probability to Forecasting or Amount? I will start a separate Idea to keep this channel open for the Duplicate Deal. 

 

Thank you... 

Berater

Danixa,

 

Thanks! I found them as well and have downloaded the widget and it's working pretty well.

 

Thanks,

Jen

Mitwirkender

Favor urgente necesitamos duplicar los negocios, nos quita muchisimo tiempo crear los negocios mes a mes de clientes que consumen el mismo servicio mes a mes

Sachkundiger

This is one of the most important feature we needed!

Mitwirkender

@FHC  Francisco usa el widget, esta en beta, es gratis y estan abiertos a recomendaciones para mejorarla, funciona super bien. La compañia es legitima. Saludos! 

 

https://www.revenueriver.co/revlabs/duplicate-deal 

Mitwirkender

I am new to Hub Spot and can't believe it is not possible to clone a deal. Am disappointed this forum goes back to 2017 - I mean, how long do we have to wiat? I have used Salesforce in the past and Salesforce allows you to clone. When can we expect to be able to clone deals in Hub Spot?

 

Sachkundiger

yes,  would like also. 

Besucher

This is available in SalesForce, suprised it wasnt a feature on HS. This feature is crucial to by business. Please consider adding the clone option to deals. Thank you -MC

Stammgast

Please please please add this simple feature. 

Cloning is perfect and should be a basic feature

Berater

I need this asap. We have clients that make the same deal over and over. Duplicate data entry when we alredy have the info is dumb! Clone deals!!