Cloning a Deal

[cfleishman]

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

[cfleishman]

Hi HubSpot Community,

We’re excited to share that the basic cloning functionality is now live to all! 🎉

To keep the momentum going, please continue the conversation by creating new Idea posts. This will help us capture upvotes on the most popular enhancement requests (such as a workflow action, permissions, and more).

Thank you all for continuing to share your feedback and helping us shape the future of this feature!

[cfleishman]

Hi everyone,

Thank you for the continued discussion on this thread. I’d like to share an update on the enhancements we’ve made to address the most pressing needs.

Enhancements

• Conditional properties are now supported: you can change the deal pipeline or stage during cloning, letting you split deals or tickets at clone time.

• The cloned record now stores the source record’s name and record ID in Record source property 1 and Record source property 2. You can now set up a workflow to create an association between the source and cloned records, then copy any additional properties with the Edit record action.
  

Let’s keep the conversation going—please leave feedback in the in-app survey or in our form here.

Happy cloning!

[cfleishman]

Hi everyone,

Thank your for the contiuned discusssion on this thread. We are tracking each and every single feedback to help shape the future iterations of record cloning. So far, we have heard about a few key recurring themes. 

1. The need to "split deals" by allowing pipeline stage to be change at clone time (and the correct properties cloned depending on the stage)
2. The need for a workflow action to automate the clone action
3. The need to copy all propreties (and exclude some properties as an admin configuration)
4. The need to copy all associations & activities beyond what's been configured in the record creation
5. Auto associating source & cloned record. 
   
   

I'm happy to share that we have made the decision to prioritize #1 today so you can expect an upgrade within this release. 

For everything else, let's keep the conversation going. If any of these enhancements apply to your use-case, please tell us more. You can leave feedback in the in-app survey, through the beta update survey, or in our form here.

[cfleishman]

Hi HubSpot community, 

I'm happy to announce that basic record cloning private beta is now availale to all accounts. We would greatly appreciate your feedback on your experience with the beta. Your insights are invaluable in helping us improve and ensure the product meets your needs.  You can leave in the in-app survey or connect with me directly here on Community. 

1. What did you like about the new features?

2. Were there any issues or bugs you encountered?

3. How did the beta release impact your workflow?

4. Do you have any suggestions for further improvements?

Happy cloning!

[cfleishman]

Hi HubSpot community,

Everyone who added their Hub ID to the interest form should now have access to the private beta for "Basic Record Cloning." We are looking at opening the beta to everyone shortly! In the meantime, please share any feedback you have once you have given it a go!

Happy cloning!

[cfleishman]

Hi everyone - Thank you @lgancarz for reporting the issue with required Line Items. The fix should now be available to all who are enrolled in the beta. Please give it a go and let us know if you have any additional feedback! 

All who have added an entry in the beta interest form should have the "Basic Record Cloning" product update. Don't forget to enroll in the beta before checking it out!

Looking forward to hearing your feedback! 

- Naz

[cfleishman]

Hi everyone -- As of today, we are in a limited beta with a selection of users who had signed up on the interest form. If you are keen to try the beta right away, I encourage you to add your name and Hub Id to the form. We'll be gradually expanding the beta and would be happy to have you included in the next round! 

[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 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 

[ATreadwell]

Yes please, we also need this as a feature.  It feels like it is missing from the Assign, Edit, Delete, Create Tasks options when an Admin selects a deal.  We have been waiting a long time for this option.

[Mahlon]

This feels like table stakes for a CRM. It's difficult to encourage staff to use HubSpot when feature that they don't even consider to be 'features' are missing.

[KisPower]

When will this become available?

[KPham]

I eagerly waiting too..

Theres the third party app.. it'll only work for one person-- your hubspot admin typically. If you want additional spots, you'd have to pay for it. 

I'm trialing the app still, not too sure for how much longer before they cut me off and force me to pay.  Needs to be available asap.

[Glay_Imutan]

WE'VE BEEN WAITING FOR THIS FEATURE SINCE 2016! IT KINDA FEELS ICKY TO RENEW HUBSPOT SUBSCRIPTION FOR A FACT THAT THEY MISSED A BASIC BUT CRUCIAL FEATURE ON THEIR SYSTEM! SO FRUSTRATING! THOUGH THEY HAVE A WORKFLOW TO DUPLICATE DEALS, I AM STILL WONDERING WHAT STOPS THEM FROM BUILDING A SIMPLE CLONE FEATURE. 

[LaLokker]

It would be really helpful if we could clone a deal with all of its line items into a new pipeline. 

[MWolf]

We need the deal clone functionality. It is fundamental. 

[DStaat]

Hey @cfleishman and everyone!

Have any of you heard of Clone Attack? It's a HubSpot app that let's you clone records both on the record itself and via workflows:

  

You can also carry over any associations that were on the original record!

I'd love to talk about this further if anyone has questions.

Best,

-David Staat

[DStaat]

Hey @J-Ten-Eyck and everyone,

Have you heard of Clone Attack? It's a HubSpot app that let's you clone records (contact records included):

  

It carries over all properties to the duplicate record along with any associations you select. There's actually a blog post covering your use case here.

I'd love to talk about this further if anyone has questions.

Best,

-David Staat

[Lew_B]

No, I haven't heard of it, thanks! For a small operator like me, the free plan (10 dupes/month) might be useful.

Although, I'm not sure if this also copies over things like addresses?

However, this doesn't address the question of why such a basic CRM feature like this doesn't already exist in HubSpot! It shouldn't take an outside package to do this!

Lew

[ReganRoss]

Any updates on this feature? Timelines? Beta test group? Etc.?

[SkeeStylus]

Hey everyone.  Hope to offer a bit of help here.  Better understanding HubSpot's product team philosophy may help you avoid some frustration.  As HubSpot has scaled upmarket in recent year's, they're looking to their growing App Partner Community to solve for challenges like cloning objects (ie: Deals).  HubSpot may or may not ever solve for this because a partner like Hapily with their Clone Attack have already done so to their satisfaction. 

Think of it like your cellphone. Your iPhone or Android device is pretty dope out the box but needs addtional apps to add value for your specific use case.  Hope that helps.  

[vcrozier]

Then, a fair expectation for HS to respond (especially one with this many uplikes and 3-4 different posts) with the partner who can assist. Which they haven't.
This feature, however, along with manually moving invoices to paid, is, IMO something you would expect to have in the tool - not be directed to a partner to pay for a standard feature.

[Evans4316]

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]

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]

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]

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]

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]

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]

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.