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 Happy

 

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."

HubSpot Updates
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

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

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 Replies
Evans4316
Top Contributor

I agree. HBS needs to do a better job at standard features and fixing 'bugs' and not call them features. I understand the partner concept... but there are just basic things that should be included. Copying deals, contacts, etc are standard features.

finaDevin
Participant

Right! This feature exists if processed through a workflow. How hard is it to add a new button on the Deal or Ticket? That's a ridiculous philosophy.

ReganRoss
Contributor

Thanks SkeeStylus... I appreciate the effort in perspective shifting and reminding everyone of the App Market. With respect, to the anology you used, I would liken it to a scenario where an office suite/platform (competing against the likes Outlook or Google Cal) does not have a "recoccurring/repeating event" feature... and then someone on the discussion forums saying not to be annoyed because you can install a third party app to do that.  IMO, cloning a Deal/Opportunity is truly that basic of a feature and out-of-the-box with most CRM platforms.  

aalthaus_revriv
Participant | Elite Partner

I've been closely following the discussions around the much-requested feature of duplicating a Deal in HubSpot. I completely understand the frustration and the need for such a feature. However, I wanted to shed some light on the intricacies involved in implementing this seemingly simple function.


When we set out to develop the Deal Duplicator app, we initially thought it would be straightforward. But as we delved deeper, based on real customer feedback, we encountered numerous considerations:

Line Items: Should they also be duplicated when a Deal is duplicated?
Associations: How should associations with Contacts, Companies, and Tickets be handled?
Engagements: How should Emails, Notes, Tasks, Meetings, and Calls be managed in the duplicated Deal?
Quotes: Should associated Quotes also be duplicated?
Property Values: What happens if a particular property value on the original Deal no longer exists?
Number of Copies: How many duplicates of a Deal should be made?
Naming Sequencing: If multiple duplicates are created, how should the naming convention be managed?
Automation vs. Manual: Should Deals only be manually duplicated, or are there scenarios where automation makes sense?
User Permissions: Who should have the authority to duplicate deals?
Selective Properties: What if not all properties should be duplicated, like Close Date or Owner?

I share this short list not to make excuses but to provide a perspective on the complexities involved. 


While I realize that as the creator of the Deal Duplicator app, my perspective might seem biased, I assure you that our primary goal has always been to address these challenges and provide a solution that makes your HubSpot experience even better.

 

 

 

 

04926
Member

Line Items: Should they also be duplicated when a Deal is duplicated?

yes
Associations: How should associations with Contacts, Companies, and Tickets be handled?

contacts/comppanies yes  tickets optional
Engagements: How should Emails, Notes, Tasks, Meetings, and Calls be managed in the duplicated Deal?

start fresh or 
Quotes: Should associated Quotes also be duplicated?

no, ca be generated quickly from lineitems maybe a price change occured so 
Property Values: What happens if a particular property value on the original Deal no longer exists?


Number of Copies: How many duplicates of a Deal should be made?

one whould be a good start
Naming Sequencing: If multiple duplicates are created, how should the naming convention be managed?

1/x after the deal for the first 2/x snd x/x last 
Automation vs. Manual: Should Deals only be manually duplicated, or are there scenarios where automation makes sense?

both 

automatic in workflow e.g. subscriptions and renewals once a month based on an expiry date set in original deal
User Permissions: Who should have the authority to duplicate deals?

superadmin/team/previous owner 

 

So we will await the option for cloning deals soon.

Evans4316
Top Contributor

I think that HBS is over-thinking this. 

 

I think that HBS should be able to do basic deal duplication...Pre-identify the fields you generally want to be duplicated as part of settings. 

 

Let the Third-Party Apps do the more complex deal duplication. 

Glay_Imutan
Participant | Diamond Partner

Hubspot was able to create features far more complex than deal cloning such as report dashboard. 

Deal Cloning is a fundamental feature that also need improvements over the time. I'm wondering why is this still in planning stage when this feature should have been included in the basics. 

I've also created deal duplicator automation before and it was my first automation app, I have no experience in coding and just use Zapier. Im sure Hubspot can do better. It is one of the most requested feature that should have been in included even in free version. What a huge letdown for Hubspot! This thread runs since 2017 and hay... still no solution other than getting third party app or run it thru workflow. Why can't Hubspot make it simpler for everyone and make a "clone" button. 

VCheung
Contributor

I am at the point that I already prepare myself before searching for a solution on Hubspot, that it most likely has been posted as an idea on the community forums for a few years already but true to Hubspot it probably wont be resolved with a solution.

 

I do hope one day all the ideas get resolved but it is one of the main reasons why we are looking at other platforms once our contract comes to an end.

 

I really do love Hubspot but the lack of basic features is just absurd that all mainstream CRM's already have.

SkeeStylus
Top Contributor | Partner

I love the engagement. I think it shows the importance of the potential feature.  I was just trying to share some perspective about why there may not have been movment on this.  I too believe the feature should be native but also share there are alternatives if this existential for your business model.  

PHURLEY
Member

I also would like the deal duplicator as part of basic Hubspot features

ReganRoss
Contributor

Dear Hubspot Product Team,

 

Are there any updates to this issue since last February when it was announced as "In Planning" ??  Can we anticipate it anytime soon? Everytime I have to manually re-create a subscription renewal without being able to click a "Clone" button, I'm reminded to check in on the progress.

 

 

jfd118
Contributor

A deal duplicator would be very helpful.   Like others, my use case is managing recurring subscriptions.  When I "close win" the current opportunity, I want to duplicate the deal to create the renewal opportunity.   Once created, I'd likely only change the close date and custom date that I've created and added to all deals. 

It seems the place to put it is in the "Actions" options of a deal. 
Merge
Delete
Duplicate

jc
Contributor | Elite Partner
Contributor | Elite Partner
PHURLEY
Member

that is a paid for app......cloning should be a basic feature of hubspot.

MHenning1
Contributor

@jc  the app you recommended requires companies to just send their most valuable sales data to yet another company. Not a good option when it should really just be a standard feature in Hubspot 

MGriff121
Member

My Company requires this feature also. This should be easy to implement, I don't believe we should need to create workflows and use 3rd party apps to achieve this.

MRudlang
Member

I agree. Being able to easily clone a Deal would be a huge time-saver for the way our company works.

Would be about time to implement this now, as it has been requested since 2017.

HubsGrowth
Participant

Hey there 

 

please take a look at our app CloneNer that allows you to duplicate everything for free. (we are looking for a feedback here)

 

Regards

MHenning1
Contributor
Hi, I don't want a 3rd party functionality, I have already an agreement with Hubspot and do not want to spend the time to source another one / new integration with following security reviews.

I don't want to send my deal data to your company either.

This is a basic function that should just be included in the HubSpot account.
kirstenmhb
Participant

Waiting for this functionality. We don't want to add 3rd party tools to our Hubspot but we need a way to duplicate deals and copy over information for renewals