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 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 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 

[JRobb1]

6 months ago I replied to this thread - our company still needs this feature. 

[ArnaudA]

Would love to have this feature too! Also needed for several customers.

[AWilliamson5]

This would be incredibly helpful for my team's workflow. Very often where we want things like lead source and other details to stay consistent on expansion deals, and havign to create a new deal from scratch seems like a wasted opportunity to speed things up.

[NNovick]

upvoted.  It would be great to clone a deal within a company or contact and also within others.  we have RFQs that go out to multiple customers and currently have to reproduce them for each customer.  very time consuming

[BenjiP]

Quoter fixes this and integrates with HubSpot. Easy to set up by yourself and the functionality, reporting, and integration is very high quality. HubSpot has made it clear they have no intentions in making the quoting tool useable and it is just a thing they tacked on to add to their "features".


here: https://get.quoter.com/gho37fhapmpg

[vanessahunt]

I added a reply here in July 2020 (repeated below) and am a little surprised it's still not available natively in HubSpot for our clients. I appreciate there are add-ons, but looks like there are many clients with the same need. Please please HubSpot, can't we have a new Action for this? 🙏🏻

>>>

I'm looking for similar Clone functionality as you have in Salesforce too. This is a pretty common requirement in any CRM.

I'd like to be able to duplicate a Deal and at the same time select whether I wish to copy the Products attached to it too. In Salesforce you have a 'Clone with Products' and a 'Clone without Products' to achieve this. It would be great to have this capability in HubSpot too of course.

[PHURLEY]

our company still requires this feature.  Please respond Hubspot!

[bsjut]

+1

[MPasanen]

It would be great to be able to clone a deal, especially when managing renewals

[SWoodman]

Can not believe this is still not a feature! Please make it possible, Hubspot.

[VitaliyH]

I would recommend  CloneNer application. Pretty handy. 

[HSpotter2412]

We should not have to pay for a 3rd party app just to get a basic feature that is availabile in all other CRM's. This is insane. 

[PHURLEY]

agree HSpotter2412.......thank you!

[RFogliani]

Yes, as it is currently designed, you can only enter a single deal. If you want to forecast a repeat deal every quarter, you have to enter everything manually, which is a significant waste of time. Paying for this kind of feature is, in my opinion, unreasonable.
I expect HubSpot to add this feature as part of the standard offering.

[PHURLEY]

Yes. I agree. It's basic functionality and should be there.

[HSpotter2412]

+1

[cecilia-thespot]

Here is a highly voted (votes artificially inflated by, of course, a HubSpot "techincal error" lol) thread asking the same question: https://community.hubspot.com/t5/HubSpot-Ideas/Cloning-a-Deal/idi-p/28845

It is "not currently planned."

It it helpful to comment and upvote on as many threads as possible to emphasize the importance of the need of the feature discussed, so please copy your comment and add an upvote there as well! 

[HSpotter2412]

+1

[HSpotter2412]

commenting again for HubSpot's attention to this.

[CHeitz]

+1 !