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
Mar 25, 2021

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

Mar 22, 2021

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 

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.

397 Replies
MBHeffernan
Participant

Yes, we need the ability to clone deals!!  It will save time re-entering the recurring deals over and over again with the same information.

Shohrab
Member

Bumping this up. This will save tons of time for the rep of my team. 

KLio
Participant

After moving towards using products in our hubspot account - a great feature - not having the ability to clone a deal card is becoming more and more an issue. My use case:

The previous process for our sales flow was;

 

Deal card in closed won sales pipeline

New deal card created in launch pipeline

All properties copied to new deal card

Original deal card remains in closed won sales pipeline

 

This meant that the sales forecasting tool was accurate and showed time in stages of sales pipeline, likelihood to close, and closed deals to target. This allowed us to forecast accurately into the future. 

 

In order to ensure the product line items were still on the deal card when it moves through our launch and account management pipelines for data integrity and to ensure we know what to deliver to clients, I had to change the process to:

 

Deal card in closed won sales pipeline

New deal card is created in closed won sales pipeline

All properties copied to new deal card

Original deal card is moved to invoice automation/launch pipeline

 

Forecasting tool no longer tracks closed won sales against target, and we cannot track how long the card spent in each pipeline. 

This is a seriously large pain point in using hubspot. I either have to cease using products in a robust way, or cease being able to forecast my sales process. 

WebfootMarket
Member

Have you tried using Zapier to automate the duplication process? That is what we have implemented, and it’s working great.

MBHeffernan
Participant

@WebfootMarket    How do you use Zapier to automate the duplication of a deal? I looked on Zapier website and they show lots of integrations with Hubspot, but not duplicating a deal.  Do you need a subscription to Zapier to do this?

sparent
Member

Hello MB,

I started to use Appchemist. App is called Clone Attack. It works perfectly and is quick to implement. You can map those fields that you need. You will find it in the marketplace.

 

Regards,

Suzanne

brotelli
Participant

There are 20 pages worth of comments and even if the upvotes are inflated by 300 that means this has almost 1,000 upvotes. I am not minimizing the work that would need to be done on Hubspot's end but at a certain point, we have to wonder if you are invested in Clone Attack which is routinely pushed in this thread for $228/year ($19/month.) There is so much that is outstanding with Hubspot but this is one of those MAJOR glaring holes that is seemingly ignored.

 

We sell through different channels and we do quoting for some of our client base which means we need to send our client a quote as well as their client a quote which means a lot of copying, pasting, and wasted hours.

 

I am blown away with a company that gives off the appearance that they listen to the feedback of their clients and then ignores it at the same time. 

KLio
Participant

The issue with clone attack is you can't automate the card clone.

I want to be able to place a deal in a stage and have a workflow clone the whole card automatically without relying on a human to remember to do it.

I also don't particularly want to spend an extra $19 a month - though if the solution worked for my use case, I would. 

Zapier can't clone a card with all its add ins - attachments, emails, products etc. easily. It can do a lot of things, but cloning isn't one of them.

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sc_hs
Member

We moved from Zoho to Hubspot....  Zoho even has this feature. Should not be hard to setup the code to clone. Needs to get on the build schedule and not a wish list that may happen in the next 10 years. 

LGreen
Participant

I can see there are comments dating back almost 5yrs for this enhancement, its a no-brainer.

 

Up-voting this one as we have repeatable deals and it would great to clone.

Questoin for @Dylan - How long does an enhancement need to be in the queue, with 20 pages of comments and 1285 votes (current) before it's acted on.

I think we're all genuinely curious to understand Hubspot's criteria here.

Edith
Member

I am too disappointed in HubSpot, beside of many good features they ignore this obvious one. 😞

Do they have some kind of agreement with Clone Attack, HubSpot gets commission, I don't know. I don't have any reasonable thoughts why do they ignore request of so many (paying) user.

Daxchemist
Member | Partner

Hello everyone!

 

@brotelli I can wholeheartedly tell you that HubSpot is in no way invested in our app Clone Attack, nor any of our other apps. Clearly it is a feature that should be available natively, but for whatever reason it isn't yet.

 

We simply filled a feature gap and offer it to everyone. That's pretty much what we do at Appchemist.

 

For most businesses, saving countless hours each month is worth $20, especially once we release our workflow support (@KLio). I can't help but to agree with the community here that it is surprising the functionality didn't exist long ago, but with Clone Attack, now it does. 

 

I'm sure the devs at HubSpot are working hard on their roadmap, whatever that may be.

 

 

jenniferfuqua
Contributor

I have been using RevLabs' Deal Duplicator for over a year and it works great. They have free plans and very inexpensive paid plans.
https://store.revenueriver.co/collections/deal-dupe-widget

 

KLio
Participant

Very excited @Daxchemist if that is a clone attack feature coming - will save me a lot of manual pain. 

cchandra
Participant

This is a great idea and would save so much time. We switched from Salesforce and that was a feature that worked well for our teams.

MSchirmacher
Member

also need this asap

aguth
Participant

This would be very much needed, both from GUI and via API. Our use case is to manage service renewal deals in not auto-renewing / not open ended business models.