Cloning a Deal

cfleishman

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
Mar 25, 2021

Hey folks!

 

A nifty workaround for cloning a deal is the Clone Attack integration currently available on the HubSpot Marketplace. It's not a native feature, but it will help some of you achieve your desired outcome.

 

Best!

Joe

Ideas Forum Manager

Mar 22, 2021

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 

Aug 6, 2020

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! 

Status updated 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.

373 Replies
dflynt
Participant
Ivansch
Member

Joined Hubspot not long ago thinking "Oh I'll get off the spreadsheets..." only to realize it takes me almost twice as much.... Cloning is a feature that you CANNOT deal without ! Especially in a company where some clients may have multiple locations but not all at the same stage ! 

This is critical for managing my team efficiently.... none of the employee will buy into the switch to Hubspot unless it is easier or at least as hard as before.... ! 

BoudewijnB
Participant

We use the Duplicate deal widget from revLABS. And we are quite satisfied the way it works. it is the best alternative for not having the option to clone deals ;-). 

 

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

 

Pauldeming
Member

We need this function.

Retyping day repeat deal does not make sense.

 

 

MonikaS
Contributor

Needing it as well

Pauldeming
Member

This is the app we are going to use, I ran it by IT and it looks good.

https://app.hubspot.com/ecosystem/2515281/marketplace/apps/sales/crm/appchemist-clone-attack-229629

Daxchemist
Member | Partner

Thanks for the shoutout @Pauldeming! Here's a general link to get Clone Attack.

 

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

SkeeStylus
Contributor | Partner

We're also testing Clone Attack with two clients.  No complaints.  Good looking out @Daxchemist 

Daxchemist
Member | Partner

Thanks for the love @SkeeStylus !

brotelli
Participant

I have dealers that want to place the same order they did before or similar orders and cloning a deal would make this so much easier.

kleberjs
Member

Cloning is a extremely very important feature! Others CRM already do it... so please HubSpot, hurry up with this. 🙂

Pauldeming
Member

We have been using clone attack for a few weeks and it works fine.

Daxchemist
Member | Partner

Appreciate the mention @Pauldeming!

nona
Member

Hi @Dylan 

Could you make it possible to clone tickets too.

So a simple tool to clone deals and tickets.

I imagine something like this:

 

nona_0-1607590050160.png  nona_1-1607590143374.png

 

Thanks!!

SkeeStylus
Contributor | Partner

@nona  check out @Daxchemist 's   Clone Attack in the App ecosystem.  It not only works for deals but any object in Hubspot.  

 

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

 

 

nona
Member

thanks @SkeeStylus ! I''ll try it 😄

bashomosko
Member

Would love to have this functionality. 

Daxchemist
Member | Partner

@bashomosko Just shot you a PM!

WebfootMarket
Member

For any Zapier users out there, I SOLVED THIS PROBLEM, at least for our purposes. Have a look:

 

Solution:

  1. I created a custom deal property that I call "Clone Deal" and then just made it a checkbox (TRUE/FALSE) property. 
    1. see here:Screen Shot 2020-12-20 at 1.38.18 PM.png
  2. I then created a zap with zapier that monitors that particular field for a change. As soon as the estimator makes the change to that "Clone deal" property and saves the changes in the deal the zap fires. Here is what I built out in the Zap:
    1. See here:Screen Shot 2020-12-20 at 1.36.41 PM.png
  3. Step two in the zap is a filter that will only proceed if the "Clone Deal" value is set to "Yes" (TRUE), just in case an estimator changes the property to "No" we do not want to continue cloning the deal.
  4. Step 3 is just the HubSpot --> "Create Deal" function, and I just input all the properties from the deal that triggered the zap into the new deal that is being created.
  5. Step 4 finds the Contact ID that is associated with the original deal
  6. Step 5 associates the newly created (or cloned) deal to the same contact.

 

You could also add another step that emails the user when the deal is done being created with a link to the newly cloned deal, but I haven't don that yet.

 

Also, you could do this process multiple times, but just switching the Clone Deal property back to "No." Saving the deal. Then Switching it back to "Yes" and saving again.

 

 

Background on how we use it:

Our painting company will create deals when a customer calls for an estimate. Frequently, the customer is in need of multiple services for example carpentry, drywall repair, and interior painting (we abbreviate that with "CARP DRY INT" for context). We want to keep those three services as one deal initially because the estimator is going to the house one time to give an estimate for all the services. However, once the customer excepts the deal we want to be able to split it into three separate deals because often times we need to schedule and produce those deals months apart (especially if there is exterior work that is weather dependent). So our estimators need to duplicate the original deal three times, and literally everything is the same except the project type, and the dollar amount. 

 

Hope this helps someone out there!!

 

AAnderson8
Member

This would be really helpful for us. When a sales person wins a deal it needs to be cloned into our services pipeline to be managed for delivery. 

 

It's ideal for the delivery team to not have to recreate the deal every time when all of the required fields are included in the sales deal already.