Cloning a Deal

[cfleishman]

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

Update from @JoeMayall: Due 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."

[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 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. 

[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 

[cfleishman]

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! 

[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)

[JCeballos]

Amazing, is the same tool  just with automation now and new design.

[BHarte]

This is one massve gap in teh base functionality. 

[JCeballos]

Maybe this could be useful for you: https://www.instrumental.net/en/deal-duplicator-for-hubspot

[USiddiqui]

Basic feauture available on other CRMs. This should have been implemented the year this request was created (2017). It will save a lot of time for operations and sales team members. 

[jc]

Awesome. Worked like a charm. The automation element to it blew our minds and saved tons of time. 

[JasonTisdall]

Glad it worked for you.

Best regards
Jason Tisdall
...on my mobile

[TWust]

I totally agree this feature would be extremely helpful. Could this please be prioritized. And can we also include cloning a ticket not just a deal.

[JonathanS]

@TWust just incase you didn't know Clone Attack allows you to duplicate tickets and deals. It can also be used in workflows to automatically duplicate tickets and deals for you!

You can check it out here: https://app.hubspot.com/portal-recommend/l?slug=ecosystem/marketplace/apps/_detail/appchemist-clone-...

[jc]

Hey @JasonTisdall I'm not that technical, so I used an app called "Deal Duplicator" for HubSpot… it was really easy and it was free and it carried all elements of the deals (you only have to pay if automation is needed). 

[jc]

There's an app for that now: Deal Duplicator. It is free unless you need automation. 

[jc]

Check out Deal Duplicator. It is not native but it is free, it works and you can set automations. 

[JasonTisdall]

Thanks for the pointer. I'll give it a try.

[SKester]

We are five years into this suggestion. It is inconceivable that any CRM package supporting a SAAS model would not have this capability. Please provide an update ASAP on when this baseline functionality for SAAS businesses will be included in the baseline CRM system. 

[SusanH]

I agree ... Hubspot's lack of priority on this issue is truly inconceivable!!

[Alora]

Please add for project-based companies it would be very helpful for their business models!

[PChambers]

$19 or $29 a month to duplicate deals, a feature that should be free, is ridiculous. But thanks for the suggestion. 

[RBuckley1]

It's unbelievable that this isn't a core feature. Salesforce, Pipedrive, etc all have this. Why wouldn't HubSpot CRM??

[HWilliams4]

This is a really simple function that should have been introduced years ago. The amount of continued interest over the last 5 years and countless community posts should be a sign to prioritise this update!