Cloning a Deal

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

 

Update from @JoeMayallDue 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."

HubSpot updates
Thursday

Hello HubSpot community, 


Thank you for your continued input on this idea. As I mentioned in a previous post, saving reps time is squarely in the realm of things we are thinking about on the HubSpot Product Team. 

To help us continue to deliver a product that helps your business grow better, could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

Thank you in advance! 

changed to: Not Currently Planned
Jun 11, 2020

Hi HubSpot Community,

 

I'm updating the status of this thread to reflect Dylan's comment.

 

Best,

Joe

Ideas Forum Manager

 

 

Jun 11, 2020

Hello HubSpot community, Smiley Happy 

Thank you all for your continued input on this idea. I'm a product manager on our CRM team and wanted to provide you all with a status update here as the status of this issue is a bit complicated.

For starters, @JoeMayall recently made an update to the core idea. There was a technical error on our end that increased the number of votes on this issue by about 300.

When it comes to cloning deals, we hear you! We've been steadily looking into all of the context provided here and its clear there is product pain in a few areas.

Recurring revenue - the ability for HubSpot to support a recurring revenue model can be painful due to the fact that deals need to be re-created month over month, or quarter over quarter.

Saving reps time - sometimes deals are created that are very similar to a previous deal and the rep creating the deal wants to use the same data. Re-typing this data is inefficient.

Regarding recurring revenue: We're currently working on several aspects of the product that will help recurring revenue models. This includes invoices, reports, and even forecasting.

Regarding saving reps time: Our entire product is shaped to help you grow better. When reps are doing duplicative tasks, this slows you down and hurts growth. However, different businesses have different needs around "cloning". Some want just the deal name, others want the same deal amount, others want to copy the entire contents of the deal (including activities and emails), some want the deal to be included in the same reports as other deals. Since there are such vast requirements amongst our user base - this would inherently create the need for "settings" to allow admins to choose exactly how a deal cloning would work.

Both of these things are goals that we have our eye on. The problems that are expressed here are likely to be solved in many ways. There is not a "clone deal" silver bullet. We plan on working continually towards solving all of this pain, every day. However, at this time we do not have immediate plans to build or launch a "clone deal" button and have our energy focused on solving other problems that help our customers grow better.

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.

291 Replies
Regular Contributor

@SusanH I purchased this Revriv app but can't figure out how to connect it to Hubspot. Any tips?

Occasional Contributor

@JeremyPSE

Hi Jeremy,  I downloaded the free version (which I believe is good for one person - if you want more than one person to access, you then need the paid).   All I did was go to the marketplace (little store front icone upper right of the black menu bar) and search for it. Once I found it I just connected and followed the process.   Hope that helps ... 

~S 

Regular Contributor

@SusanH i think it may not be available anymore...can't find it anywhere in the Marketplace.

 

Any chance you could send me a screenshot of what it looks like in the Marketplace, or on your deal record?

Occasional Contributor

@JeremyPSE

 

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

 

here's what it looks like once connected in hub.  On 'deal' page ... in my 3rd column bottom. 

 

Hub Capture.PNG

 

Occasional Contributor

@JeremyPSE

 

Within Hub... once connected 

 

Hub App Capture.PNG

Regular Contributor

Thanks @SusanH - I think this has just been removed from the Marketplace. Oh well! @Dylan please hook up this feature!

Occasional Contributor

If you add the widget from the link on the company website instead of the Hubspot marketplace you should be able to install it.  Looks like the company just changed the page for the widget to mention that it is a beta product.  Works great for me.
https://www.revenueriver.co/revlabs/duplicate-deal

Regular Contributor

FIXED: The email with a link to connect to Hubspot was in my spam folder.

 

This is simple enough and seems to work. Thanks for the rec!

Occasional Contributor

@SusanH 

Hi, I can't buy a subscription. I can only select the US when registering. Is it available for other countries?

Occasional Contributor

 

@twinloger

I think someone else had mentioned that it was only available in the US.  The version I got was the free one... not sure if that is available outside the US either.    Try contacting them to inquire: https://www.revenueriver.co/

Occasional Contributor

The revLABS Revenue River widget app DOES work to clone and does give the option of whether to include the products which therefore carries over the revenue fields so THANK YOU.  This is the solution I for one needed at this stage.

 

Crazy that something so simple, basic and obviously very much needed by subscribers was so complicated or not relevant enough for hubspot to add.

Occasional Contributor

@staceyp

Glad to hear it!!   This widget is just a temporary fix and who knows how long this will be available as it's a beta product.  Hubspot should still be on the hook to give us this very basic CRM functionality.  We should not have to use an outside widget to do the basics. 

 

 

Regular Visitor

I would use this feature every day if it was available.

Visitor

Brand new to HS - we moved from Pipedrive, have been putting it off for a couple of years, but have bitten the bullet!

Can't believe that there isn't a way to clone a deal - how does anyone deal with renewals without being able to clone an existing deal?? We've closed/won around 7 deals since using HS - in Pipedrive, I'd have them duplicated the deals into our renewal pipeline, set sales tasks for renewal close and that would be it. So far, I haven't found the time to even create the 7 new renewal deals that I need to do - to do this, I would need to have HS open twice on my browser and keep going from one to the other so as to be able to copy the details across. 


Seems crazy to me.. is there any business using HS that doesn't have MRR/ARR??

Regular Contributor

@Tamarbeck1 you can use the workflow engine to automatically clone the deal based upon the criteria and triggers that you set. However, Products are not copied over. Other than that it generally works fine.

Regular Contributor

@Tamarbeck1 We went through the exact same move 14 months ago... What was just 1 click in Pipedrive requires quite some workaround in Hubspot.

The most efficient way I found to avoid simple copy and paste or click click click marathon, is to download a deal from Hubspot, then change what you want to change (for example the period) and then reimport the new deals via the Import function.

 

Quick heads up: be careful with the import, Hubspot doesn't have the same function as Pipedrive, you can't easily revert an import, you'd have to delete all deals.

Occasional Contributor

@Tamarbeck1

Hi, Many of us are using an external tool that you can integrate with Hubspot that will clone deals.   Check it out... a good fix until Hubspot gets their stuff together and gives us basic cloning functionality~~  

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

Occasional Contributor

Would it not make sense that clone woudl just create a new deal with ALL details from the cloned deal and present said deal just prior to saving and thus the user could alter/delete as required? 

 

This is frustrating. 

Visitor

A question to everyone, as we have the same problem. 

  1. For reoccurring revenue, if you have 1000 customers this means creating 1000 deals per month. 
  2. For automatic payments how do you associate each transaction to each deal for automatic credit card payments?
  3. Is everyone trying to track the actual deals or the payments or both in order to report on sales to date, rep commissions etc. 

I am asking this as we are considering building something. 

 

Thanks 

Regular Contributor

@jahson01 yes, we charge our customers via stripe, and upon a successful transaction we create a deal using hubspot api (we also create an invoice in freshbooks since unfortunately hubspot cannot create invoices and we extend our customer's saas account via our own api). We can then use the deals to create our own custom reports. We have our own piece of middlware that connects all the pieces. Commissions for reps we have not yet solved, happy to hear if you have ideas.