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! 

[SkeeStylus]

THANK YOU!!! The community has practically been begging!

Need permission for the survey. BTW

[Evans4316]

@kman

Can you please fix the link so that we can access the survey? Otherwise, the people who really need to fill it out won't be able to access it.

Thanks!

[NLedwon]

I also can't access the survey. This couldn't be more timely. I literally
just reached out to another CRM system vendor specifically due the lack of
clone ability in Hubspot. Please prioritize this!!!!

[kman]

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

[GOgris]

Definitely needed.

[DuPertuis]

Don't forget to build this for Custom Objects as well please!!!

[Anastasiia_V]

year 2017, top rated and still nothing 💪👌

[MHenning1]

I'm voting for this function too please. Same reason as others

[BGuerin]

Hello that would be great to have it a a native function 

[04926]

how is HubSpot tracking this?

still not implemented, this is so basic 

some rules for adjusting data would be nice when recreating deals

[AKumarSci]

for the time being you can create a simple workflow to create a copy of a deal.

Just enroll the deal you want to create a copy and create a new deal(chose the stage, rename, etc) and then run the flow.

This will create a copy of the deal with relevant history copied to the deal

[steinarslatten]

+ to being able to clone a deal. Our usecase is often that we have a large deal that we want to split into several smaller deals. It is very tedious to manually re-enter the data for several other deals. 

[KisPower]

This is a must-have feature for any CRM

[rodericks]

Is there any update on this? 

[GJO]

I think it is a necessary feature. I am waiting for the update.
From a Japanese user.

[amsteiner]

+1 yes please; I'm boggled every time I'm reminded that I can't clone a deal when pretty much everything else in HubSpot is cloneable (and thank you for that!). 

[GNewson]

this requirement seems to have been open for a long time with no resolution - a clone/ duplicate feature for deals is vital to move between pipelines

[MSchilling]

Yeah, we're speaking with reps at salesforce where this is possible

Maxwell Schilling
Sales and Customer Success @ Kumospace

Sent via Superhuman ( https://sprh.mn/?vip=maxwell@kumospace.com )

[MHenning1]

Hi, I'm having a problem using 3rd party apps for deals, and want the functionality as standrad with Hubspot.

A regular, no-fuzz Clone Deal button - Please. 

[rodericks]

@kman do you have any update on this? Thanks!