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
BFielding
Member
I have not heard anything from Hubspot on this, but we have found a work around where we created a property associated with a deal called "Copy Deal Trigger" and when this is set to "yes" (defaults to "no") then a workflow triggers the creation of a new deal that copies many of the properties of the existing deal.
04926
Member
can you tell us which properties it does not update?
line items?
DStaat
Participant

Hey Courtneyymn! I know this thread is a bit old but we have an app called Clone Attack that would be perfect for you! It allows you to duplicate deals and tickets with just a few clicks. It also lets you choose what fields you want carried over to the duplicate. Check it out here.

If you need help installing or getting set up, let me know! I’d be happy to hop on a call with you.

Best,

-David Staat

Franci
Top Contributor | Diamond Partner

Any update on this?

JuanReyes
Participant

I will never understand how it is possible to not have a deal clone button.

Deals are one of the most crucial pieces of information we manage with Hubspot. We create and move deals around, so it seems only natural to need a clone feature for deals. Why is this functionality not considered important by the Hubspot team? Are we missing something? Why do we have to rely on third-party tools or search for obscure solutions for something so simple?

If someone were to write the history of CRMs, this would undoubtedly be one of the biggest mysteries...

 

 

 

MHenning1
Contributor

Yes, please prioritize this request please. It's something that will help adoption rate with our organization I believe. Today it is just too cumbersome to work with deals in many small ways. 

KisPower
Member

I agree with all the comments here.  Cloning deals is extremely important and a core feature that is needed. Our company has requested that this feature be prioritized since we started using HubSpot and we have no concrete answer as to when this will be available. 

please provide an update on this.   

KPham
Member

it's very frustrating that this isn't a basic feature.

 

HEY @hubspot, PLEASE..... GIVE THE PEOPLE WHAT THEY WANT!!!

IEstaphanOwen
Member

I agree it's really frustrating that this isn't a basic feature.

 

HEY @hubspot, PLEASE..... GIVE THE PEOPLE WHAT THEY WANT!!!

ATreadwell
Member

Yes please, we also need this as a feature.  It feels like it is missing from the Assign, Edit, Delete, Create Tasks options when an Admin selects a deal.  We have been waiting a long time for this option.

Mahlon
Member

This feels like table stakes for a CRM. It's difficult to encourage staff to use HubSpot when feature that they don't even consider to be 'features' are missing.

KisPower
Member
When will this become available?
KPham
Member

I eagerly waiting too..

 

Theres the third party app.. it'll only work for one person-- your hubspot admin typically. If you want additional spots, you'd have to pay for it. 

 

I'm trialing the app still, not too sure for how much longer before they cut me off and force me to pay.  Needs to be available asap.

Glay_Imutan
Participant | Diamond Partner

WE'VE BEEN WAITING FOR THIS FEATURE SINCE 2016! IT KINDA FEELS ICKY TO RENEW HUBSPOT SUBSCRIPTION FOR A FACT THAT THEY MISSED A BASIC BUT CRUCIAL FEATURE ON THEIR SYSTEM! SO FRUSTRATING! THOUGH THEY HAVE A WORKFLOW TO DUPLICATE DEALS, I AM STILL WONDERING WHAT STOPS THEM FROM BUILDING A SIMPLE CLONE FEATURE. 

 

 

LaLokker
Participant | Elite Partner

It would be really helpful if we could clone a deal with all of its line items into a new pipeline. 

MWolf
Top Contributor

We need the deal clone functionality. It is fundamental. 

DStaat
Participant

Hey @cfleishman and everyone!

Have any of you heard of Clone Attack? It's a HubSpot app that let's you clone records both on the record itself and via workflows:

CleanShot 2023-09-13 at 11.22.51@2x.png

CleanShot 2023-09-13 at 11.23.13@2x.png

  

You can also carry over any associations that were on the original record!

I'd love to talk about this further if anyone has questions.

Best,

-David Staat

ReganRoss
Contributor

Any updates on this feature? Timelines? Beta test group? Etc.?

SkeeStylus
Top Contributor | Partner

Hey everyone.  Hope to offer a bit of help here.  Better understanding HubSpot's product team philosophy may help you avoid some frustration.  As HubSpot has scaled upmarket in recent year's, they're looking to their growing App Partner Community to solve for challenges like cloning objects (ie: Deals).  HubSpot may or may not ever solve for this because a partner like Hapily with their Clone Attack have already done so to their satisfaction. 

Think of it like your cellphone. Your iPhone or Android device is pretty dope out the box but needs addtional apps to add value for your specific use case.  Hope that helps.  

vcrozier
Member
Then, a fair expectation for HS to respond (especially one with this many uplikes and 3-4 different posts) with the partner who can assist. Which they haven't.
This feature, however, along with manually moving invoices to paid, is, IMO something you would expect to have in the tool - not be directed to a partner to pay for a standard feature.