Cloning a Deal

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! スマイリー ハッピー

HubSpot updates
Cloning a Deal進行役
3 週間前

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.

211件のコメント
新メンバー

Any update on this?

新メンバー

YES, agreed!! 

新規投稿者

Great idea!

常連投稿者

Yes agreed from me too

新規投稿者

This would be a big productivity improvement

新規投稿者

Great for MRR contracts and also tons of other common sales!  thanks for posting.

一般投稿者

upvote this feature

新規投稿者

I used an automation tool (ZAPIER) to "clone" a deal. 

We add another Deal Stage called "CLONE ME" exclusively for Cloning. So once you update deal stage to "CLONE ME", it will trigger the tool to copy the value of your updated deal then produce new deals with the copied data.

一般投稿者

SUGGESTION: Be able to copy an exisitng deal and create a duplicate deal. 

 

REASON: in a B2B environment we often create multiple deals for the same company. A majority of the time, only a few properties change (Amount, Close date, Descritpion)

 

I think this should be an easy option where the user could select CLONE DEAL and be forced to upate the Deal Property 

一般投稿者

 @Goohlay, thank you so much for sharing your solution. We are also trying to clone the deal with Zapier however we do not find the copy value. Is this happening on Hubspot or Zapier? Is there an additional step we're missing on Zapier? At the moment we have the triggers "deal entered a new stage" and  "create a new deal" but are unsure of where we can get the step to copy the data. 

一般投稿者

Just to pile on - I want this too!

一般投稿者

We desperately need this as well! 

一般投稿者

To be more precise, creating a new deal and associating it with the company and contacts in zapier is not really enough for us. We need to copy all activieties (email history and notes) to the newly created deal as well!

新規投稿者

@Bahar, you need to set the custom value of each field for the data to be copied.  See the step by step set-up of our zap.

1) Basically our zap, will be triggered once deals stage has been updated to "CLONE ME" stage.
Screen Shot 2017-12-06 at 6.25.13 PM.png

2) I created a filter wherein the app will only clone deals with "CLONE ME" deal stage. (Please note that the alphanumeric value is the internal value of "CLONE ME" stage):
Screen Shot 2017-12-06 at 6.25.42 PM.png 
3) Set to create new deals then manually set each field and its customized data:
Screen Shot 2017-12-06 at 6.40.04 PM.png

4) This is just optional though. Add another action by sending email notification to Hubspot Owner with the link to the newly "Cloned" deals:
Screen Shot 2017-12-06 at 6.26.40 PM.pngActual Email NotificationActual Email Notification

BTW, we've tested the bulk edit and updated multiple deals. It cloned all deals with the updated deal stage スマイリー ハッピー You can literally clone 2 or more deals at once.

Hope this helps. Thanks!



  



新規投稿者
一般投稿者

we want this too!

一般投稿者

 @Goohlay, thank you so much for your detailed explanation! We ended up doing the same thing, but it is not really clonning the deal. We are basically creating a new deal, and mapping the properties. So we still miss the activieties (email history and notes)!

Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

Definitely need this feature to clone a deal.  We use a separate pipeline to manage contacts (which could be done as a native object in Salesforce).  When a deal goes to closed-won in our sales pipeline, we need to duplicate the deal as to create a contract for it.

常連投稿者

This is really basic CRM functionality that we need desperately

一般投稿者

This is a request that has been going on for over a year now... HubSpot, this is a MAJOR pain point for us. Please update.