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."
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.
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
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.
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.
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.
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.
I added a reply here in July 2020 (repeated below) and am a little surprised it's still not available natively in HubSpot for our clients. I appreciate there are add-ons, but looks like there are many clients with the same need. Please please HubSpot, can't we have a new Action for this? 🙏🏻
>>>
I'm looking for similar Clone functionality as you have in Salesforce too. This is a pretty common requirement in any CRM.
I'd like to be able to duplicate a Deal and at the same time select whether I wish to copy the Products attached to it too. In Salesforce you have a 'Clone with Products' and a 'Clone without Products' to achieve this. It would be great to have this capability in HubSpot too of course.
Yes, as it is currently designed, you can only enter a single deal. If you want to forecast a repeat deal every quarter, you have to enter everything manually, which is a significant waste of time. Paying for this kind of feature is, in my opinion, unreasonable. I expect HubSpot to add this feature as part of the standard offering.
It it helpful to comment and upvote on as many threads as possible to emphasize the importance of the need of the feature discussed, so please copy your comment and add an upvote there as well!
they once did the survey what exactly you want to have cloned? Like the associations and also the time stamps. This actually is not obvious, some people want more like a template, while others want to split an existing deal into two, therefore keeping create date the same. Not sure if that is a blocker.
The minimum is to be able to create a deal without any associations so that you can create a template for, say, "Service Contract Renewal" or "Software Licence Sale" based on an existing deal which has been completed.
In my previous system a pop-up would allow check boxes to be selected to decide what associations should be copied - obvious ones being the Primary Company and the Primary Customer. But, other associations like documents (say a standard set of rates), parent company association, Master Deal, could also be included.
It really is not a big ask and for a company that promotes as being creative and the next big thing in marketing and sales.
Você deve ser um usuário registrado para adicionar um comentário aqui. Se você já estiver registrado, faça logon. Se você ainda não estiver registrado, registre-se e faça logon.