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,

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 

[cfleishman]

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! 

[willcurran]

wow no brainer here

[Gohan]

@bsn this would be a great feature to have.

[p_viv]

No brainer

[jessicaivylynn]

Does anyone know if Cloning a deal is on the Product Roadmap?

[GregDuffy]

Hi Jessica,

You asked whether cloning a deal is on the product roadmap.   When I asked our Premium Services technical consultant a couple of weeks ago it didn't appear to be on the roadmap, which is why she suggested I added an upvote here.   So, my best guess is that it is not yet on the roadmap.

Best wishes

Greg

[kenj]

Ditto

[matthewtalia]

is this ever going to be implemented? lots of people have upvoted this and it doesnt seem to be taken seriously, in my opinion, its a big flaw in the CRM

[perkelator]

Totally agree! We have deals that we close win and need to create another one for the next year. Huge pain to transfer everything to the new deal...

[Prethpal]

YES AGREED, Please include this

[ChW]

Yes, that would be very helpful.

[nly]

up !

[Peloton21]

This has been upvoted for months!   WHEN IS HUBSPOT going to provide ANY info about WHEN this feature will become available?????

[rwalker]

This is extremely important, need this functionality.

[EmmaDavenport]

Absolutely need this, upvoted.

[viblanch]

Yes, interested as well.

[CBriand]

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

[nguenette]

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

[rwalker]

This functionality is needed.

[jaytreagan]

yes please!

[Yann]

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.