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 

[SkeeStylus]

@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]

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]

@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]

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]

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]

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]

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]

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]

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]

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]

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]

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]

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]

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.

[SK86]

+1 for Clone Attack! Highly recommend!

[JKYLE]

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. 

[BMarketing]

This would be a really great addition and save so much time, making adding additional contacts much more of a lean process

[sparent]

Hello,  I endorsed the idea back in 2018 and I waited and waited for Hubspot to put in place a duplicate Deal feature. 

I am here to say that I stopped waiting and I reached out to Dax at appchemist.io and I am very happy with the integration.  Not only can I clone but I can pick certain fields to clone.  It's been the best experience and the integration takes seconds.  I highly recommend you reach out to them.

I hope this helps anyone who is ready to move to cloning deals.

[JShafer4]

I second all those recommendations about getting Clone Attack with @Daxchemist. It's saving us a lot of time in cloning our deals each time we start a new recruiting campaign for the next semester.

[KRosenstengel]

If it hasn't already been mentioned I would like cloning for Tickets, as well as Deals.