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
Daxchemist
Member

@AAnderson8 Our app clone attack will not only do your duplicates, but will soon allow you to set defaults when duplicating, as well as change the pipeline/stage upon duplication!

 

Check it out here - https://ecosystem.hubspot.com/marketplace/apps/sales/crm/appchemist-clone-attack-229629

dave-ops
Member

Use Case: We want to make sure notes that were in prior deals with a prospect or client (that didn’t come to fruition but now are back on the table) aren’t missed in the current deal.

JHerlem
Member

Hi Hubspot,

+1 for this basic option. In our group, we have lot of recurrent deals that I need to duplicate. 

Tx in advance for this new feature !

BradSalerno
Member

We currently transitioned from PipeDrive to HubSpot.  While there are many reasons why we made the switch (your reporting is much better for example,) one of the important features of PipeDrive is the ability to clone a deal.  I have many projects where the same products are deployed in several or many different locations.  In HubSpot, the deal name and quote name are the only data that change in this instance.  Having to completely repeat this information over and over again is VERY time consuming and prone to errors.  PLEASE fix this!!!

Daxchemist
Member

Hey @BradSalerno and all you cloning folks!

 

We've added several new features to our app Clone Attack that duplicates Deals, Contacts, and Tickets:

  • Set the new Pipeline and Stage when you duplicate
  • A full config page to set defaults for different properties (or prevent them from being copied)
  • Duplicating as a workflow action coming up next!

Feel free to message me if you need a specific feature. Check out the app here! 

 

 

 

SkeeStylus
Participant

@JHerlem @BradSalerno I support @Daxchemist message.  We've been using his Clone Attack.  It does what we're all asking for and more.  Easy to use, and I would contend, a permanant solution, not just a stop gap for this Hubspot problem.  

LWitlox
Member

We concur.  Cloning a deal is indeed needed. What is staus on development since this appears to be a question from 3 years ago?

bashomosko
Member

@LWitlox I agree with @SkeeStylus that Clone Attack is a solid, long-term solution. https://ecosystem.hubspot.com/marketplace/apps/sales/crm/appchemist-clone-attack-229629

 

Especially since I don't see Hubspot moving on this any time soon. 

juan_goslinga
Member

This is such a basic feature. Please develop it! Right now we have to download deals and upload them again if wanting to create clone deals.

pblessing
Participant

This is a critical requirement for our company.  It is a standard feature in other CRM's.  Based on the feedback provided, this should be a priority for 2021.   Adding the same deal month after month is time consuming and not an effective way for our team to sell.  

JMerkel
Member

Yes! Cloning a deal woud be so helpful for a long term project with different shipment dates. It would save our team a ton of time!

AntonyM
Member

Wondering when the last 'Hubspot' Product Owner comments was as there are years of customers saying the same thing....i.e. this is an essential feature

Edith
Member

Hey Everyone,

this issue started in 2017... What I can see since then two types of comments: 1. please we need deal cloning feature, 2. hey, why don't you use an additional application to solve your issue.

I really don't get it what takes so long, to develop this function, and why is this even a question, whether HS does it or not? This is so obviously needed. Is it really a rocket science?

And yes, a HubSpot Moderator's up-to-date comment would be much appreciated.

Thanks,

Edit

 

Issen007
Contributor

So much fun that a 3rd part company making money on this core function.
I think HS could easy avoing this large thread of complaining by do a easy plugin for this and just put in a Beta Format and let us customers decided what to clone or not.  

LWitlox
Member

Thank you to the additional commentors.  And, please no more solicitations from 3rd party apps to clone a deal.  Our company has zero interest in additional fees when this should be native to HUBSPOT.  Thank you.

ZChenier
Member

HS should be embarassed that this was identified 2.5 years ago and nothing has been done. Duplicating is a BASIC and NECESSARY feature people are pleading for, and HS can't be bothered. I imagine them high-fiving in the boardroom when Clone Attack came out, as they feel they've killed two birds with one stone - they make a few bucks off Clone Attack, and can cross this off their development tasks. Brutal.

 

Don't worry about custom clone settings, customizing this or that, only cloning certain fields... Just add a button to clone the whole deal. It's 100x easier to clone the whole thing and delete comments/notes/attachements as needed, than to do any amount of re-typing from scratch. 

 

Make your customers happy Hubspot. Stop forcing us into PAID third party apps for what can be very easily argued as missing core functionality.

ICM
Member

I just want to add that this idea would really help CSMs or AMs use Hubspot (making it stickier in organisations). When a deal is closed won I need to replicate that deal and move dates out by a year (for annual SaaS contracts), the associated contacts, properties and deal amount should be the same (for now). I currently need HS open on two screens in order to do this, which is a faff and time sink.

Issen007
Contributor

Maybe Hubspot could add more options to the Automation Workflow part to duplicate or options then today? 
Becauase we have a half duplicate Deal function working inside Hubspot where we copy a few parts but not all.
If Hubspot increase does options that are already working instead of inveting a total new functionallity. 

 

 

WebfootMarket
Member

Hey all of you recent commentors (@JMerkel , @Issen007 , @cfleishman @ICM @ZChenier @LWitlox @Edith ),

 

I am equally frustrated that this is not a built in feature within HubSpot, and I think it is really iritating on an already expensive software to have to pay and extra $30/mo for this basic feature. I'm sure Clone attack is a great add-on and good for them for fixing something that so many people want. But, it feels like HubSpot should be paying them not us. 

 

Either way, if any of you are zapier users, I did find a free way to solve this problem that took less than 10 minutes to implement. Here's the link to the comment where I broke down the process I used to solve this.

 

Hopefully that is helpful to some of you. I find myself trying to solve lots of random things and data transfer between our various apps that we use. I'd be curious what other ways people have found to use Zapier or other apps they are already paying for with Zapier.

JKYLE
Member

URGENT UPDATE NEEDED

OMG!!! Please for the all that is HOLY!

LET US CLONE DEALS- We don't want to do duplicate work!!! redundant and frustrating for myself and my team. Get this implemented immediately.