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 

[aalthaus_revriv]

As a "third-party provider," I can very much assure you that we do not have any kind of deal with HubSpot nor do we have any information about their plans regarding this feature. We simply saw a need and created a simple widget to address it. We charge a small fee to try to cover our costs (which we haven't). 

[SusanH]

And I thank you ... as I've been using your widget for years now! 

[Daxchemist]

Similar to @aalthaus_revriv , our duplicating app Clone Attack is in no way related to HubSpot. We simply charge a fee for the development, maintenance, and support of the app. Our goal is to fill in the gaps that HubSpot has, duplicating items being one of them. 

Our dupilcation via workflow support comes out next week, and hopefully that will round out the needs of the community!

[SPotgieter]

Bravo to the app makers for stating the above...

It kind of makes things worse, as there is now not even a commercial "excuse" for HS to have not addressed this.

I will however look into the abovementioned solutions!

[Elsystems]

We use Rev River, they are very nice, and it works well.  I hear very good things about Clone Attack also.  I don't want them to necessarily lose business but it is mystifying that such a basic function is missing in Hubspot and is ignored by the folks making product development decisions. 

The Hubspot reps can duplicate deals but from what I understand they have special coding or modules that allows them to copy the deals. 

[jenniferfuqua]

We also use Revenue River and have been for about 2 years. It's very easy and inexpensive and they continue to add great features. Works seamlessly and saves a ton of time.

Jennfier

[JoshBodine]

If you have OperationsHub, you can use the Custom Code step and it is fairly easy to then clone a deal and clone line items (we do this and I am happy to share an example). Admittedly, this should be a basic function and not require the custom code step in the workflow and should be an option in the regular create record step in the workflow.

[Glay_Imutan]

I've been upvoting this since 2017. A simple function with a thousand upvotes but still a low priority. What now Hubspot?

[Evans4316]

I really don't know why this is falling on deaf ears. Simply ridiculous!

[RoSabandar]

I'm still waiting for an official response from HubSpot. Someone named Dylan as the Product Manager. Dylan can you provide an update on this feature request in short term? Why is it difficult for HubSpot to develop such a basic functionality? 

[TSolorio]

This feature would be extremely helpful for a company like ours that consistantly receives recurring business. 

[aalthaus_revriv]

Hi all, I've got some news to share: we've released a big update to our original Deal Duplicator app to now include AUTOMATION! We've taken an IFTTT (if this, then that) approach to make it exceptionally simple for you to establish the rules by which deals should be duplicated.

We've also been hard at work on a rebrand, so you'll see some exciting changes to the interface as well for a more intuitive experience.

You can get the app here: https://www.instrumental.net/deal-duplicator

Be sure to use your HubSpot User email address on the payment page.

You can also DM or email (aalthaus@revriv.com) me with questions! I look forward to supporting your deal cloning needs 😄

[dchambers]

It is surprising that this idea has been on here since August 2017, and it still hasn't been implemented. This is a basic feature that is desperately needed. 

[HBrii]

Any news about this possibility to clone a deal ? 

[Jonno_Price]

Would be really helpful to have this. Especially for professional service related business. Plus the ability to automatically include the Product Line items when you clone a deal. Thanks!

[JCeballos]

Also you can duplicate automatically if you configure the deal duplicator for hubspot: https://instrumental.net/en/deal-duplicator-for-hubspot

[Linn1]

Hi all, 

cloning the contents of one deal to create another would also be extremely helpful for our company and save a lot of time! Thank you!

[NFrank]

Being able to clone a deal would be a huge help!

[JCeballos]

I think this tool could help you Susan: https://www.instrumental.net/en/deal-duplicator-for-hubspot

[SusanH]

Hi, Thanks for that.  We are using Deal Duplicator (revlabs@revriv.com)