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 

[pblessing]

Thanks for the suggestion. I think the community is looking for a HubSpot solution not a third party paid solution as this is a basic functionality found in SalesForce.


Sent from Mail for Windows 10

[LFasser]

This would be a huge help to our organization - please consider making this a priority. Thank you!

[leebourke]

We need this badly.  We moved from Zoho and it has it.  Such a time saver.  

[BWrighting]

My org is new to HubSpot and would love this feature, we used it all the time in SFDC.

[SA4]

Upvoted!

[Evans4316]

While I know that HBS is recommending the Clone Attack, a third-party app at $20/month, but as I've said before this functionality should be included in HBS at no charge. I should not have to make a case to my management to spend another $20/month on something that should be basic and included in the HBS product. 

[Elsystems]

That is exactly my thought - this is so basic that it should be part of the program, not an add-on that costs $100 to $240 per year.  Everyone at Hubspot says they will pass along the recommendation to the dev team but there are not many ideas that have 1,100 upvotes over 4 years.  They have decided not to address this giant missing feature.

[SusanH]

I had started this string years ago now.  It makes absolutely no sense to me as this is such a basic feature, and yet here we are years later with nothing and not even an idea of when this can be addressed.    They love to push us onto the 'idea board'... I guess just to give them something to read (but take absolutely no action). 

[joerr]

Hi @Daxchemist , 

is the facility to clone a deal (into a separate pipeline/stage) with a workflow available?

Thanks 😀

[Daxchemist]

Hey @joerr we're looking to add that this month!

[joshm]

Over 1,100 Upvotes and 19 pages of comments and it's 'low priority' and 'currently not planned'? C'mon HubSpot. cc @maddieschiess

[markahope]

I got fed up with waiting on this and we installed Clone Attack. It works
well, maybe not everything you want, but it does a pretty good job.

[SPourshaban]

This is really a must-have feature as it saves us so much copay-pasting time! 

[KWH2020]

YES!!!!!!!!!!!!!!!!!

Other CRM tools I've used in the past have deal cloning.  

Add a workflow/automation to deals/pipelines.  IE: Your account manager just closed a new sale in your sales pipeline.  After the AM changes the deal status to closed/won the deal is cloned and automatically placed into a new pipeline.

[MBS20]

I need this too.  Renewal collection/recurring growing revenue on same deals each year.

[MBS20]

@markahope I can't seem to get past the login for that app. It just won't go anywhere.  I try to create an account, still won't go anywhere.... Sigh.  Was so hopeful, now I log a ticket for Clone App.

[Daxchemist]

@MBS20 Hey there! Dax here from Appchemist and Clone Attack. I shot you an email and you should be all taken care of!

@markahope Would love to hear what other features you may need. We're releasing workflow support soon so any other feedback would be great!

[Glay_Imutan]

Hi @JoeMayall,  

We've been upvoting this simple feature since 2017. Why it was deprioritized considering the help of this feature to build sales pipeline? Why do we need to purchase an additional widget when it could have been a part of the CRM? This is a must-have and basic feature.     

[YiRui_Chua]

Hi team!

Commenting for a customer here

Seeing that this is such a popular idea, really hope we can see some updates on this. Thanks!

[GMakriyiannis]

We are subscribing to Hubspot Pro and REALLY need this for our subscription business