Cloning a Deal

cfleishman

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
Aug 6, 2020

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! 

Status updated to: Not Currently Planned
Jun 11, 2020

Hi HubSpot Community,

 

I'm updating the status of this thread to reflect Dylan's comment.

 

Best,

Joe

Ideas Forum Manager

 

 

Jun 11, 2020

Hello HubSpot community, Smiley Happy 

Thank you all for your continued input on this idea. I'm a product manager on our CRM team and wanted to provide you all with a status update here as the status of this issue is a bit complicated.

For starters, @JoeMayall recently made an update to the core idea. There was a technical error on our end that increased the number of votes on this issue by about 300.

When it comes to cloning deals, we hear you! We've been steadily looking into all of the context provided here and its clear there is product pain in a few areas.

Recurring revenue - the ability for HubSpot to support a recurring revenue model can be painful due to the fact that deals need to be re-created month over month, or quarter over quarter.

Saving reps time - sometimes deals are created that are very similar to a previous deal and the rep creating the deal wants to use the same data. Re-typing this data is inefficient.

Regarding recurring revenue: We're currently working on several aspects of the product that will help recurring revenue models. This includes invoices, reports, and even forecasting.

Regarding saving reps time: Our entire product is shaped to help you grow better. When reps are doing duplicative tasks, this slows you down and hurts growth. However, different businesses have different needs around "cloning". Some want just the deal name, others want the same deal amount, others want to copy the entire contents of the deal (including activities and emails), some want the deal to be included in the same reports as other deals. Since there are such vast requirements amongst our user base - this would inherently create the need for "settings" to allow admins to choose exactly how a deal cloning would work.

Both of these things are goals that we have our eye on. The problems that are expressed here are likely to be solved in many ways. There is not a "clone deal" silver bullet. We plan on working continually towards solving all of this pain, every day. However, at this time we do not have immediate plans to build or launch a "clone deal" button and have our energy focused on solving other problems that help our customers grow better.

Mar 16, 2020

Hello HubSpot community, 

When combing through this idea, there are 2 main themes. One of them is to clone the contents of one deal to create another, the second is to merge two existing deals together. 

For those interested in merging two existing deals together, I'm excited to let you know that we've heard your feedback and have launched the ability to merge deals. Here is a Knowledge Base article that describes this new functionality in more detail.

347 Replies
EmmaDavenport
Member

Absolutely need this, upvoted.

viblanch
Member

Yes, interested as well.

CBriand
Member

Definitely a Must Have for recurrent opportunities. We would really save time with this feature!

nguenette
Member

We need to be able to clone deals the same way we could clone opportunities in our previous CRM.

rwalker
Member

This functionality is needed.

jaytreagan
Member

yes please!

Yann
Member

Hi

Of course, we would save time being abble to clone deals (for instance, for recurrent deals within a contract frame agreeement). This should be a MUST HAVE as it already exists on many ther CRMs.

BastiSchuhl
Top Contributor

Great to see lots of people having this same need. Is anyone from HubSpot here and can give us an update if and when this is being pushed to the product team? It's been two years now since this was requested; with 200+ upvotes and 100 comments for what seems to be a pretty basic feature. Thank you!

dan_sitton
Contributor | Gold Partner

There is a way to do this but it requires automation, creating a new contact field, and two workflows. I don't have the time or space to say how to do this in this forum, but if you shoot me an email at dsitton@wearediagram.com - I can make sure to get back to you with an explanation on how I set up this necessary feature in our HubSpot CRM. It's not an apples-to-apples duplication, but it can help speed up the process of manually creating repeat deals.

IPS_Realty
Member

Must have

adaume_revriv
Member

Hey guys! Our team has created a HubSpot widget that specifically allows you to duplicate a deal just by clicking a button on the deal record. We are going to be launching our beta testing program very soon - sign up here if you'd like to get access to this feature!

https://www.revenueriver.co/revlabs/duplicate-deal

Luxforg
Member

We would need this feature! 

 

AltrumMKG
Member

YES please! 

MiryamRoddy
Member

The ability to clone a deal would be VERY helpful to us at BRODY, too. It would see endless time creating deals that are similar to previous ones (except for maybe the date or another minor detail).

 

PLEASE allow cloning of deals. Would save many of us a lot of time and aggravation.

 

Thank you!

Miryam Roddy

MichelBelfiore
Participant

I don't think anyone at HubSpot is listening. Weird, because this is basic functionality that I've seen in other CRMs. I'm unfollowing this thread because I'm tired of seeing all the other users chiming in that they need this and seeing no response from HubSpot. Well, what do you want for nothing?

isabellb
Member

Hey Hubspot has done it, they developed a widget that will clone deals, it is being tested and will be available to all shortly!

adaume_revriv
Member

Quick update! We launched our beta widget that allows you to duplicate deals right from the deal record. Feedback so far has been positive! Check it out: https://internal-forms.revriv.com/duplicate-deal-widget/connect

ClemOaky
Participant

YES YES YES. 


Cloning a deal with all its properties would be absolutely needed for many different use cases. For example when a deal is made with a parent company but regards many daughter companies. You want to clone the deal (sometimes many many times) instead of having to import them.

Jgraves1117
Member

Yes, would 100% agree here. Hubspot while a powerful tool, seems to be fairly focused on certain typical types of businesses. For example, we're a in-app publisher management platform. While there would be one company, that company could/will have a number of apps. While each app is from the same company, they could have unique elements that need to be tracked. Without the ability to clone, we will need to set these all up seperately, which with the Hubspot default properties and our custom properties is very time consuming. This was not somehting that we had a clear understaning of when signing up and and explaining our business model, and will definately be a reason for leaving. There are countless scenarios I can think of, so I have to assume this is on the roadmap. 

JamesWa
Contributor

Has anyone tried the Revlabs solution? It sounds great but hard to tell anything about the company based on their website. Would be great to have some current user reviews.

https://www.revenueriver.co/revlabs/duplicate-deal