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 

[CMeador]

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

[CHansen]

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]

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]

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

[ABest]

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

[DMcG]

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]

We also need this. Thanks!

[avc-br]

needed asap. thank you

[JLyman6]

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

[AntonyM]

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]

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

[JL29]

Is there an update on this feature?

[Edith]

Hey HS Community!

I wrote an email to the customer service with the subject: No answer in 3.5 years, I copy their answer here:

Hi Edit, Thank you for contacting HubSpot Support. I understand you are interested in cloning deals.

As outlined in this community post, it is still not possible at this time. Our developers do not have immediate plans to build or launch a "clone deal" button and have their energy instead focused on solving other problems that help our customers grow better. Sorry Edit!

As a workaround other customers have used the integration clone attack found here and say that it works great!

Of course, if you need anything else or have any other questions on this matter, please don't hesitate to reach out.

I hope you have a great day!

Best Regards, Aaliyah

Customer Support Specialist

As you see, still nothing, just bullsh*t.

Have a nice day, y'all! 

Edit

[ManuMartin]

Hey Edit,

Thank you very much for your efforts and sharing the feedback from Hubspot.

I like the workaround with clone attack. I checked up the addin and it looks promising. It works with all tiers (also with the free CRM).

It is not what I wished to get, but it is some kind of solution, and costs only a few bugs.

Thanks - this will help, until Hubspot will integrate such a feature.

Best regards,

Manu

[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