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! Emoticono feliz

 

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."

Actualizaciones de HubSpot
Estado actualizado a: 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

Estado actualizado a: 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

Estado actualizado a: 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 Comentarios
Anu
Colaborador

We need this feature too! 

Mike_reality
Miembro

Yes - this would be teriffic

tomirasanen
Miembro

As all the other people here, we need this too!

Pelby
Participante

This would be really helpful.

SimonDrye
Miembro

This feature would be extremely helpful. Plus one for this request from me.

s0utherndandy
Participante

Has Hubspot resolved this issue yet?

DonMohammes
Miembro

Upvoted!

robweidner
Miembro

Any update on this?

kdelgreco
Miembro

YES, agreed!! 

wburbank
Miembro

Great idea!

andyb
Colaborador | Partner nivel Gold

Yes agreed from me too

Mjennings
Miembro

This would be a big productivity improvement

fanderson
Miembro

Great for MRR contracts and also tons of other common sales!  thanks for posting.

Justinmiller
Miembro

upvote this feature

Goohlay
Miembro | Partner nivel Diamond

I used an automation tool (ZAPIER) to "clone" a deal. 

We add another Deal Stage called "CLONE ME" exclusively for Cloning. So once you update deal stage to "CLONE ME", it will trigger the tool to copy the value of your updated deal then produce new deals with the copied data.

JOHL
Participante

We'd also like this feature and/or be able to create a recurring deal each month

Anonymous
No aplicable

Make sure to vote for the feature request in the Ideas Forum folks! @JOHL @esundance @A2Ben @Trumeter do either of you have a link to the ideas requst?

JOHL
Participante

I've been unable to find this as a feature request but it seems as though load of us are struggling with the same issue.

 

we'd like to be able to:

 

1. duplicate/ clone a deal

2. create reoccuring deals

 

and some people would like to be able to;

 

3. split a deal eg: total annual deal value split into monthly deal amounts

4 create reoccuring deals with variable amounts

 

Would it be worth looking at how these are handled by an accountancy software such as Xero?

 

As a separate issue;

 

The deal function doesn't really fit into any SME's workflow because the actual payment of an invoice can only ever reconciled with accountancy software such as Quickbooks, Sage. Xero etc and there's no point in duplicating out workload by:

 

a. creating a deal in Hubspot

b. creating a deal in our accountancy software

c. when the money is paid into the business bank account we then have to manually go back into the deal in hubspot and mark as closed.

d. This becomes a pointless task when;

- we're having to do this every month on recurring deals

- the deal pipeline in the accountancy software automatically reconciles the money with the deal.

 

James

ODWJohn
Miembro

SUGGESTION: Be able to copy an exisitng deal and create a duplicate deal. 

 

REASON: in a B2B environment we often create multiple deals for the same company. A majority of the time, only a few properties change (Amount, Close date, Descritpion)

 

I think this should be an easy option where the user could select CLONE DEAL and be forced to upate the Deal Property 

Bahar
Participante

 @Goohlay, thank you so much for sharing your solution. We are also trying to clone the deal with Zapier however we do not find the copy value. Is this happening on Hubspot or Zapier? Is there an additional step we're missing on Zapier? At the moment we have the triggers "deal entered a new stage" and  "create a new deal" but are unsure of where we can get the step to copy the data.