Cloning a Deal

[cfleishman]

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

[cfleishman]

Hi HubSpot Community,

We’re excited to share that the basic cloning functionality is now live to all! 🎉

To keep the momentum going, please continue the conversation by creating new Idea posts. This will help us capture upvotes on the most popular enhancement requests (such as a workflow action, permissions, and more).

Thank you all for continuing to share your feedback and helping us shape the future of this feature!

[cfleishman]

Hi everyone,

Thank you for the continued discussion on this thread. I’d like to share an update on the enhancements we’ve made to address the most pressing needs.

Enhancements

• Conditional properties are now supported: you can change the deal pipeline or stage during cloning, letting you split deals or tickets at clone time.

• The cloned record now stores the source record’s name and record ID in Record source property 1 and Record source property 2. You can now set up a workflow to create an association between the source and cloned records, then copy any additional properties with the Edit record action.
  

Let’s keep the conversation going—please leave feedback in the in-app survey or in our form here.

Happy cloning!

[cfleishman]

Hi everyone,

Thank your for the contiuned discusssion on this thread. We are tracking each and every single feedback to help shape the future iterations of record cloning. So far, we have heard about a few key recurring themes. 

1. The need to "split deals" by allowing pipeline stage to be change at clone time (and the correct properties cloned depending on the stage)
2. The need for a workflow action to automate the clone action
3. The need to copy all propreties (and exclude some properties as an admin configuration)
4. The need to copy all associations & activities beyond what's been configured in the record creation
5. Auto associating source & cloned record. 
   
   

I'm happy to share that we have made the decision to prioritize #1 today so you can expect an upgrade within this release. 

For everything else, let's keep the conversation going. If any of these enhancements apply to your use-case, please tell us more. You can leave feedback in the in-app survey, through the beta update survey, or in our form here.

[cfleishman]

Hi HubSpot community, 

I'm happy to announce that basic record cloning private beta is now availale to all accounts. We would greatly appreciate your feedback on your experience with the beta. Your insights are invaluable in helping us improve and ensure the product meets your needs.  You can leave in the in-app survey or connect with me directly here on Community. 

1. What did you like about the new features?

2. Were there any issues or bugs you encountered?

3. How did the beta release impact your workflow?

4. Do you have any suggestions for further improvements?

Happy cloning!

[cfleishman]

Hi HubSpot community,

Everyone who added their Hub ID to the interest form should now have access to the private beta for "Basic Record Cloning." We are looking at opening the beta to everyone shortly! In the meantime, please share any feedback you have once you have given it a go!

Happy cloning!

[cfleishman]

Hi everyone - Thank you @lgancarz for reporting the issue with required Line Items. The fix should now be available to all who are enrolled in the beta. Please give it a go and let us know if you have any additional feedback! 

All who have added an entry in the beta interest form should have the "Basic Record Cloning" product update. Don't forget to enroll in the beta before checking it out!

Looking forward to hearing your feedback! 

- Naz

[cfleishman]

Hi everyone -- As of today, we are in a limited beta with a selection of users who had signed up on the interest form. If you are keen to try the beta right away, I encourage you to add your name and Hub Id to the form. We'll be gradually expanding the beta and would be happy to have you included in the next round! 

[cfleishman]

Hi HubSpot Community,

I'm Naz from HubSpot's product team, and I have great news! Our product team has prioritized Record Cloning in 2025. We'll keep you posted as we make progress toward this goal. In the meantime, if you are interested in participating in any research as we shape the solution, please submit your contact information in this form. 

[cfleishman]

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

[cfleishman]

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

[cfleishman]

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.

[cfleishman]

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 

[Daxchemist]

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]

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

[Daxchemist]

Thanks for the love @SkeeStylus !

[brotelli]

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]

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

[Pauldeming]

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

[Daxchemist]

Appreciate the mention @Pauldeming!

[nona]

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:

  

Thanks!!

[SkeeStylus]

@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]

thanks @SkeeStylus ! I''ll try it 😄

[KJLUNDE]

Absolutely agree with everyone else on this thread.  I'm shocked that there's not a duplicate button to do this with Contacts and Companies that are very similar.  Would be helpful for multiple contacts at a firm, multiple offices at one company, etc.  As otherss have noted, this has been available for years at Salesforce and every other major CRM.  When I mentioned this to a customer service rep, I was told, "it isn't fair to compare Hubspot to other companies."  Whelp, if that's the response, it won't be long before all business goes to your competitors...

[bashomosko]

Would love to have this functionality. 

[Daxchemist]

@bashomosko Just shot you a PM!

[WebfootMarket]

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:
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:
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]

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.

[Daxchemist]

@AAnderson8 Our app clone attack will not only do your duplicates, but will soon allow you to set defaults when duplicating, as well as change the pipeline/stage upon duplication!

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

[dave-ops]

Use Case: We want to make sure notes that were in prior deals with a prospect or client (that didn’t come to fruition but now are back on the table) aren’t missed in the current deal.

[JHerlem]

Hi Hubspot,

+1 for this basic option. In our group, we have lot of recurrent deals that I need to duplicate. 

Tx in advance for this new feature !

[BradSalerno]

We currently transitioned from PipeDrive to HubSpot.  While there are many reasons why we made the switch (your reporting is much better for example,) one of the important features of PipeDrive is the ability to clone a deal.  I have many projects where the same products are deployed in several or many different locations.  In HubSpot, the deal name and quote name are the only data that change in this instance.  Having to completely repeat this information over and over again is VERY time consuming and prone to errors.  PLEASE fix this!!!

[Daxchemist]

Hey @BradSalerno and all you cloning folks!

We've added several new features to our app Clone Attack that duplicates Deals, Contacts, and Tickets:

• Set the new Pipeline and Stage when you duplicate
• A full config page to set defaults for different properties (or prevent them from being copied)
• Duplicating as a workflow action coming up next!

Feel free to message me if you need a specific feature. Check out the app here! 

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