HubSpot Ideas

cfleishman

Cloning a Deal

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
In Planning
January 21, 2025 09:44 AM

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

Not Currently Planned
January 22, 2024 10:06 AM

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

February 14, 2023 01:36 PM

Survey permissions have been updated! Please try here and let me know if you're encountering issues: https://forms.gle/7RRi8jUMTnLqP9M38

In Planning
February 14, 2023 11:46 AM

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.

May 26, 2022 08:53 PM

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. 

March 22, 2021 10:33 AM

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 

August 06, 2020 09:01 AM

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! 

729 Replies
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
Participant

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
Member

+1 for Clone Attack! Highly recommend!

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. 

sparent
Member

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
Member

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
Member

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

CMeador
Member

Hi! Just would like to reiterate the need for cloning a deal into a different pipeline. Thank you! 

CHansen
Participant

We also need  this functionality. Either cloning a deal incl. products direct out of the deal and with Workflows that includs products when creating new deals automatacly. Every normal accountig software has such a cloning function - except the workflow function 😉.

Edith
Member

Am I the only one thinking these messages are lost in the air? Not a single reaction from HubSpot side.

Again: I don't want pay extra for using an additional application for cloning a deal. It is an obvious feature this CRM must include. So disappointing.

 

Evans4316
Top Contributor

@Dylan Any update on this? Is there a problem that is causing this to take so long?

ABest
Member

3.5 years later, still nothing? Let's go guys!

DMcG
Member

Just to add my name to the choir on this. Cloning deals is really useful and I woudl request that HubSpot look to develop this functionality

 

Thanks a lot

 

David

ManuMartin
Member

We also need this. Thanks!

avc-br
Member

needed asap. thank you

JLyman6
Member

Yes!  This feature would greatly benefit everybody managing renewals for SaaS companies.  

AntonyM
Member

I am sad to say after a year of supporting this (3.5 years of the 'community' asking for this) - no sign that Hubspot are even tracking these suggestions - my recommendation would be for hubspot to shut this down rather than give the impression of responding to customer feedback and not as that is frustrating.  

EPagot
Member

This is a very important feature required for most businesses who have sales people! 

JL29
Member

Is there an update on this feature?