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]

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! 

[cfleishman]

Hello HubSpot community,  

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.

[BradSalerno]

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[MBaranowska]

Hi,

Is there any reason why this is not yet getting implemented? It would really help sales teams focus on sales instead of data entry.

[Dylan]

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 

[Evans4316]

Hi Dylan,

Thank you for the response.

Questions:

• How do you guys determine priorities with development?
• Where is this on the priority list?
• How do we get basic functionality moved up higher in the priority list? 

This is something so basic. Yes, there is Clone Attack, a third-party app at $20/month, but this functionality should be included in HBS at no charge. 

Some of the more recent new 'features' like the changes to task reminders are just causing me more work rather than making my life easier. 

Thanks!

[DBritt]

It's super easy to clone reports in HubSpot Sales, I'm not understanding why cloning deals isn't possible.

[JoeMayall]

Hey folks!

A nifty workaround for cloning a deal is the Clone Attack integration currently available on the HubSpot Marketplace. It's not a native feature, but it will help some of you achieve your desired outcome.

Best!

Joe

Ideas Forum Manager

[pblessing]

Thanks for the suggestion. I think the community is looking for a HubSpot solution not a third party paid solution as this is a basic functionality found in SalesForce.


Sent from Mail for Windows 10

[LFasser]

This would be a huge help to our organization - please consider making this a priority. Thank you!

[leebourke]

We need this badly.  We moved from Zoho and it has it.  Such a time saver.  

[BWrighting]

My org is new to HubSpot and would love this feature, we used it all the time in SFDC.

[SA4]

Upvoted!

[Evans4316]

While I know that HBS is recommending the Clone Attack, a third-party app at $20/month, but as I've said before this functionality should be included in HBS at no charge. I should not have to make a case to my management to spend another $20/month on something that should be basic and included in the HBS product. 

[Elsystems]

That is exactly my thought - this is so basic that it should be part of the program, not an add-on that costs $100 to $240 per year.  Everyone at Hubspot says they will pass along the recommendation to the dev team but there are not many ideas that have 1,100 upvotes over 4 years.  They have decided not to address this giant missing feature.

[SusanH]

I had started this string years ago now.  It makes absolutely no sense to me as this is such a basic feature, and yet here we are years later with nothing and not even an idea of when this can be addressed.    They love to push us onto the 'idea board'... I guess just to give them something to read (but take absolutely no action). 

[joshm]

Over 1,100 Upvotes and 19 pages of comments and it's 'low priority' and 'currently not planned'? C'mon HubSpot. cc @maddieschiess

[markahope]

I got fed up with waiting on this and we installed Clone Attack. It works
well, maybe not everything you want, but it does a pretty good job.

[KWH2020]

YES!!!!!!!!!!!!!!!!!

Other CRM tools I've used in the past have deal cloning.  

Add a workflow/automation to deals/pipelines.  IE: Your account manager just closed a new sale in your sales pipeline.  After the AM changes the deal status to closed/won the deal is cloned and automatically placed into a new pipeline.

[MBS20]

I need this too.  Renewal collection/recurring growing revenue on same deals each year.

[MBS20]

@markahope I can't seem to get past the login for that app. It just won't go anywhere.  I try to create an account, still won't go anywhere.... Sigh.  Was so hopeful, now I log a ticket for Clone App.

[Daxchemist]

@MBS20 Hey there! Dax here from Appchemist and Clone Attack. I shot you an email and you should be all taken care of!

@markahope Would love to hear what other features you may need. We're releasing workflow support soon so any other feedback would be great!