HubSpot Ideas

cfleishman

Cloning a Deal

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

 

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."

Mises à jour HubSpot
Statut mis à jour : In Planning
January 21, 2025 09:44 AM

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

Statut mis à jour : Not Currently Planned
January 22, 2024 10:06 AM

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

February 14, 2023 01:36 PM

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

Statut mis à jour : In Planning
February 14, 2023 11:46 AM

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.

May 26, 2022 08:53 PM

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. 

March 22, 2021 10:33 AM

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 

August 06, 2020 09:01 AM

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! 

729 Commentaires
Evans4316
Contributeur de premier rang

@ybaptiste Thank you for the update on Cloning a Deal. However, I have to say that I am disappointed, if not appalled, at the other Deal priorities that you are investing your resources on. If we are spending tons of time trying to do the basics, there's not much time to even think about or enjoy these other 'high-impact features' that you are working on. I'd like to ask that you reconsider your priorities. 

 

I realize that working on cloning a deal isn't as much fun as these other features...but as a user with limited resources, I can't imagine ever using these other features. BTW-Who do you talk to to help you prioritize new features?

 

Thanks for your reconsideration.

tabb
Membre
I couldn’t agree more! Who sets these priorities? A basic function should come first!
GHeiman
Membre

Ditto! 

AFreemerman
Participant

@ybaptiste  The recommended workflow does clone the product line items or notes or any other object, just copy deal to deal properties which is a huge problem. 

(You can use workflows to create a new deal and copy data from the existing deal. )

 

There is a third-party app" clone attack" that clones it pretty well but why do I have to pay additional fees per month for a basic feature that Salesforce and even Zoho CRM have. 

RoSabandar
Membre

Leaving a comment after years of silence in which you indicate that other features has a higher impact thats ridiculous! Maybe commercial wise Hubspot can earn more money with these other features? But let's be honest: cloning a deal in every CRM system must be a standard functionality right? I

 

n addition to the response of  Evans4316: Who sets the priorities? Who or which customers group does Hubspot talk with? How many upvotes are neccessary for Hubspot to actually build this feature (at the moment more than 1.500 already)? 

 

Finally: you don't have to thank al these people/customers in this topic for 'making Hubspot a better tool' because you leave all the customers out in the cold simply by doing nothing! Perhaps Hubspot can adopt a new slogan in the future: 'Just do it'.

SusanH
Membre

COME ON HUBSPOT... WHERE IS THE RESPONSE TO THE THOUSANDS OF UPVOTES FOR THIS FEATURE.  I started this idea over 5 years ago and instead of correcting (and lowering the upvotes), why don't you just respond to all your users with what the plan is.   This is ABSOLUTELY ridiculous that you haven't addressed this issue.  Your lack of response and communication on this issue is truly unacceptable.   As the recent user comment noted "Just do it"!!   We're not talking rocket science here!!!!

SuLing
Participant

Some of our deals recur weekly or fortnightly so the deal cloning feature is essential for productivity. 

 

We spent hours testing a workflow to create recurring deals. It was unstable. After the first two or three recurring deals, the deal got stuck and could not move to the next step of the workflow even though the conditions were met. For those recurring deals that the workflow created, the line items were not copied over so the workaround that @ybaptiste mentioned is quite limited.

 

It's surprising that an idea receiving over a thousand upvotes remains unplanned. Please consider prioritizing this. 

 

       

vcrozier
Membre

we have reoccuring opportunities - being able to clone them would save us a ton of time and also ensure consistency. this request is from 2017, has there been any movement to if this will be incorporated?

 

ardenl
Membre

Apparently, they do but they make you pay to add this on! Unbelievable

Cbaker19
Participant

Seriously all these replies about a 3rd party app.  Kudos to you all for creating the app that bridges the functionality app, but this thread shouldn't be a sales pitch.  This is really unimpressive in terms of base funtionality within the CRM.  

ReganRoss
Contributeur

This is the easiest feature to add, and for 1,536 users who need this, why can't you just smuggle it in? Imagine having to create -- from scratch -- a new deal that captures all the key subscription renewal information every single time? Please get this done. Hubspot's amazing... why your team is neglecting this is a total mystery.

vcrozier
Membre

Regan hit the nail on the head. It's a critical feature to make the platform more usable.  Recreating deals is cumbersome and manual.  If you are asking users, I would think this should be a higher priority than color coding dashboards

 

ReganRoss
Contributeur

Taking a screenshot from another CRM I use, it should be this simple:
Screenshot 2022-08-12 123416.png

BHoke
Membre

I really want to like HubSpot.  It's very simple to use and has an intuitive UI, but it's very obvious this solution started out as a marketing-focused CRM platform. Cloning a deal is a very basic feature, especially in a SALES-focused CRM.  Unfortunately, HubSpot is very much a MARKETING-focused CRM. The solution is so good in many ways, but really needs some basic improvement for SALES.  I would suggest either hiring someone who has a sales leadership background or tapping into clients who have deep sales leadership backgrounds to help w/ product feedback.  This would ultimately help HubSpot in larger organizations where the needs for more robust sales features is critical and CRM decisions are driven by sales leadership/ops and not marketing.

Evans4316
Contributeur de premier rang
I agree! They need someone who understands the nuts and bolts of processing
sales, managing deals, etc.

I know this is a little off-topic...for example, I have a selected set of
deals ...or even one... that I want to set up a sequence for. I can't do
that with HBS because HBS only grabs the most recent deal and not
necessarily the one I want to set up a sequence for. So so frustrating!
lennygoh
Membre

This cannot be upvoted enough. Why isn't this a native feature without having to pay extra???

JBell24
Membre

Hi HubSpot team! I also would love the feature to clone an existing Sales Deal. My team often creates deals that have all the same property information except for a number of dates or small details, and it would be greatly appreciated to add this feature into HubSpot so we do not need to manually reenter many details into an entirely new deal. Thanks for considering this feauture request!!

Courtneyymn
Membre

Hi. It would be great if we can clone existing deals and support tickets. Currently there are other capabilities (merge, delete, etc.) but it would be super beneficial to clone a deal or ticket. This would increase speed to use within the application because often times we are creating multiple deals or tickets which have the same required fields and it takes FOREVER to fill them from scratch each time. Thank you!

NickWillemsens
Membre

How is this still not implemented? This is a basic feature, which saves a lot of time and effort!

KMether
Participant

Hey @Courtneyymn , submissions for cloning a ticket and cloning a deal already exist, so rather than creating a new submission, how about you add your upvote to the below submissions. Hopefully Hubspot will listen to us all soon 🙄

 

Tickets - https://community.hubspot.com/t5/HubSpot-Ideas/Clone-tickets/idi-p/372777

Deals - https://community.hubspot.com/t5/HubSpot-Ideas/Deal-Cloning/idi-p/339496