HubSpot Ideas

cfleishman

Cloning a Deal

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

 

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."

Actualizaciones de HubSpot
Estado actualizado a: Not Currently Planned
January 22, 2024 10:06 AM

Hey HubSpot Community,
Here to share an un-fun update. We explored Cloning Deals in the second half of 2023 but are not ready to execute yet. Projects like this seem easy on the surface, but both technical and customer experience implications really matter. We're committed to providing the best experience, and sometimes that means taking extra time to do so. I know this is still a pressing need, and plan to make strides this year. In the meantime, as folks on this thread have mentioned, either using a workflow or an app like Deal Duplicator are your, admittedly not perfect, best options.
-Maggie

February 14, 2023 01:36 PM

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

Estado actualizado a: In Planning
February 14, 2023 11:46 AM

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.

May 26, 2022 08:53 PM

Hello HubSpot Community, 

 

Thank you all for your incredible patience. We reckon an update is warranted. 

 

Unfortunately, this idea remains unplanned. The team is currently planning some really valuable, high-impact features (e.g. team goals, deal overlays, color coding the deals board) that fall higher on the priority list. We can't take this on. But we understand the need and see the value in a cloning feature. 

 

Fortunately, there's a workaround. You can use workflows to create a new deal and copy data from the existing deal. 

Thank you for making HubSpot CRM a better tool. 

March 22, 2021 10:33 AM

Hello HubSpot community,

Thank you for your continued feedack here. I wanted to provide an update on the status of this idea. Cloning a deal is absolutely on a list of things we’d like to do. However, the list is long and time and resources are limited, so building this functionality is ultimately a question of priorities, and this is a lower priority compared to some of the other things we’re working on right now. We're continuing to keep an eye on the use cases provided in this idea and are always re-evaluating our top priorities, I'll be sure to update this thread when this is a more near-term priority. 
 
- Dylan 

August 06, 2020 09:01 AM

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! 

June 11, 2020 06:10 AM

Hello HubSpot community, Emoticono feliz 

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.

559 Comentarios
jahson01
Miembro

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 

robert1
Colaborador

@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.

Evans4316
Colaborador líder

We import a number of our deals into HBS from a spreadsheet that has been created from a different system. The link is the Contact email address. 

sparent
Miembro

we want the clone quote option as well for both renewals and monthly service offerings.  It is time consuming and not very cost efficient to offer a monthly service I can't easily process and clone each month. Today we create each one manually.

jahson01
Miembro

If we had a custom property in HubSpot called subscriptions that would automate invoice and payment creation based on a cycle and associate all invoices to this subscription. So in Hubspot you would have a subscription section with a list of all invoices so you can run reports on sales etc. 

 

Let me know if this makes sense 

aalthaus_revriv
Participante | Partner nivel Elite

If you have access to calculated fields, you could create a number field that displays the rep's commission based on a percentage of the deal amount. You're able to set conditions on the field which could help if you're comp structure varies across reps. 

 

In this approach, you'd also be able to create roll-up reports if that would be helpful. 

whitneyflora
Miembro

This is needed. We do very similar deals all the time, with a LOT of details associated. It would be great to clone them and update the relevant areas. 

Breno
Participante

This is such an important thing for us as well.

We need to clone a deal because we are currently two Pipelines and we need to have the same deal in each one of them.
We need to give our sales reps the ability to clone a deal so they can copy the information, timeline and etc. to the next pipeline.

I hope Hubspot's development team work on this idea to help 500 users (upvoting so far).

mark_poyser
Participante

@Breno you could achieve this using a workflow based upon populating a custom property with a value, this would copy the deal to the other pipeline with all relevant information that you wish to copy. The only thing that will not copy is Products unfortunately.

Dylan
Equipo de producto de HubSpot

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! 

Evans4316
Colaborador líder

THANK YOU @Dylan !!!

sparent
Miembro

thank you @Dylan, survey submitted.

to all on this thread submit your survey responses as well.

 

could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

 

 

SusanH
Miembro

@Dylan

Submitted.  

ClementMurat
Miembro | Partner nivel Diamond

Submitted too

AntonyM
Miembro

As Hubspot gets more and more functionality and complexity - clone becomes a HUGE time-saver especially as an initial large long deal when it comes to contracts often starts breaking down into small 3 month chunks - certainly with the big clients we work with in financial services

MartinVercouter
Participante

 

It baffles me that such a basic feature with a big support base still isn't being implemented! Whether you have several similar deals associated with one company, or a recurring deal, or a deal setup that is identical accross companies, all of these require the manual reentry of all data, or some unnecessary workflow workaround. Time-consuming and frustrating to say the least.

Striker
Miembro

@Dylan I also recommend development on the feature.

Motivation:
a) enabling users to create multi-pipeline approach (marketing, sales, success) using the same deal

b) re-using an "old" deal e.g. for an upselling pipeline by cloning this deal

c) save lot of time for users preventing "copy-paste-monkleywork"

 

in fact it is just copy all properties from deal "old" to deal "new". With a workflow this is half way possible, but quite tricky.

 

GazEvans
Miembro

This lack of functionality is contributing to the business case to move to Salesforce and another example of Hubspot being good for Marketers but not for Sales teams. The lack of an ability to clone deals with products makes it time consuming and prone to error for moving deals from the Sales team to the Account Management team. 

 

I understand it may be a complex product issue because of the way Hubspot was built but this was raised in 2017 and it certainly isn't a 4 year complicated issue. 

AntonyM
Miembro

GazEvans I think has put this really well - this is such a fundamental flaw for a business that is scaling that it would prompt seeking an alternative with the CLONE feature.

Daxchemist
Participante | Partner nivel Elite

Hello all!

 

Seeing the cloning deals has been such a missing feature, we have an app for it!

 

https://app.hubspot.com/ecosystem/7313047/marketplace/apps/sales/crm/appchemist-clone-attack-229629

 

Clone deals in a couple of clicks, and coming in a few, clone Tickets and Contacts!

 

Hope this helps the community!