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,

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 

[annieseattle]

Agreed. Our team would really like to have this, too.  It happens especially with global sales teams that often start with different groups/contacts/departments and find that there's one deal in the end.  Please do make this happen, Hubspot.  Thanks!

[Hidde]

Also for us this feature is really essential so we can use Hubspot in a efficient way! 

[Siddall]

Much desired, for many reasons.  Most mentioned in the thread already.

[HubSpotMaster]

Any updates on this? 

[dleitch]

It would be nice if the HubSpot team could give us an update/target for this.  It's clearly needed by a lot of us clients.

[AlyssaMarie]

Hi folks on the thread- one thing I do when thers an idea I want upvoted is to share it in my organization and ask that they upvote.  This is absolutely a necessary feature for us to sustain our renewable software company on a platform like Hubspot.  Lets keep the upvotes high! 

[pckumm]

YES please this would be amazing - 

[Chambie]

Absolutely necessary functionality, please move this up the priority list.  

[TransACT]

This is a critical gap in functionality and impacts our decision on staying with HubSpot.  Please do this.

[LRusso]

Great idea

[RoseG]

Very basic feature and we could really use this, please. Thanks. 

[p_viv]

Any updates, not having this is killing our sales team productivity

[ajrobloopsec]

This is a very important feature we need as well

[DavidRivera23]

Obviously it's a requested feature however, Hubspot just ignores our request. I've used others like Netsuite, Saleforce and a few others. Upvotes shouldn't matter at this point! Listen to your users. 

I will be contacting my corporate office and maybe request another CRM platform. 

[HubSpotMaster]

Bump this to the top!

[J-Ten-Eyck]

Posted on behalf of customer:

I use Hubspot as a guide for making sales telephone calls. Frequently, I will reach a person on the telephone, who tells that me someone else in his company is a better point of contact. Everything in the first person's contact is often unchanged for the second person, excepting name, title, email address and phone number. However, sometimes even the phone number is unchanged. I might stumble through a half dozen new contacts in one such company before finally finding the right person to visit with, but all along the way I may be accumulating information on all six contacts, which will contribute to moving me closer to closing a deal. Sometimes I get all the way down to contact number six, and I find that contact number two is the REAL DEAL CLOSER.

I would like to be able to make new contacts by cloning the old contacts. I know that Hubspot bases everything on email addresses, and will not permit duplicate email addresses, which I agree is a good idea. However, if you go through a cloning process there WILL be, at least temporarily, a cloning of emails, which is not currently allowed. Hubspot should be set up so that temporarily copying cloned data is allowed until you hit the final "Save" button.

The way things are set up now I have to export one single contact into a csv file and then go through the laborious clicking process of changing that one exported file to the name and email address of the new contact and then turn around and import the new contact back into Hubspot. That's a LOT of trigger work for just one contact. I could key the contact in from scratch faster except now I am talking about increased probability that I will make a typo on something and corrupt the new contact so that I can't find it in a new search or I can't use it even if I find it.

You guys and gals are REALLY smart, but I think this is a glitch in your code, and it really needs to be fixed. Thanks, and best regards, Charles.

[SHN]

This would be a valuable feature to help improve deal management in accounts where there can be multiple contacts or multiple activities in a period of time that generate leads which when worked often consolidate.

[JasonTisdall]

I agree. I'd love this feature

[PatrickEng]

Totally agree, we need this feature

[rominabuchle]

This is an essential feature for every sales software and CRM.