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 

[GR83]

Yes please, I think it is a basic feature, it would be great to have it

[MPeralta87]

This is still badly needed as a native function in HubSpot, both as an option to select within a deal as well as to make deals recurring on a regular basis (which is how our entire business is structured)

[KSchwarzbart]

please, please, pease! I spend hours of my time copying deals and cloning articles. It is so time-consuming and error-prone. I find it unbelievable that such a basic functionality cannot be provided! The apps available as workarounds are not GDPR compliant in Europe and therefore cannot be used. This is very disappointing!

[DMacauley]

I just tried to do this a few minutes ago and was surprised to learn that it was not already a feature. 

We closed a small deal this week on the way to a larger deal that we exect to close next month so we needed all of the same contacts & activity history to be associated with the new mini deal that we closed. 

It would have been much nicer to clone the larger deal and rename it rather than having to manually copy & past things over. 

[elcolumbio]

There is a custom crm extension example for duplicating a contact. This could be adjusted to duplicate a deal?
https://github.com/HubSpot/ui-extensions-examples/tree/main/duplicate-contact

[RYeaman]

Agreed, why wouldnt this be available? Why duplicate our sales managers work over and over again rather than just clone one? With as much information we require to be in place for a deal to be created, cloning is the only option that would negat that problem and causing our managers to save a lot of their overall time, which needs to used to bring in more sales, not data entry over and over again. To be honest, this should be an upfront and advertised feature, even the smaller CRMs I have used and built have always had a cloning feature....again why wouldnt this be offered...?!!! 

[RWald]

I would love to be able to clone deals - as well as Companies - too!

[THilker-sales]

This is a simple one click solution in Salesforce. I don't understand why HS can't manage this. There are many businesses using HS that have ARR or even MRR deals that simply new cloning. Having to either 1. rewrite a deal or 2. pay for another 3rd party widget/extension is just a joke. It is totally unproductive, wasting the time of sales people. I am seriously considering moving across to Salesforce as our volume of deals that needs cloning is growing so much. 

[brikston]

Any news in this, topic? Do you plan that funcionality? Its really frustrating to copy past all properties every month.

[KSchwarzbart]

The extensions are not GDPR compliant and therefore cannot be used by us. "Josel Litre" is right, it's insanely frustrating and should be a basic feature!

[PHURLEY]

I wholeheartedley agree.....why pay someone else for basic functionality or continue to have to spend time re-writing deals.

[aizudeanjp]

this needs to be native to hubspost please.

[jfd118]

I'm still duplicating deals by creating new opportunities and setting the same parameters.  
Duplication of deals remains a much-needed feature. 

[Jim_from_Charik]

Just to update here, you can now create inside Hubspot a complete workflow to duplicate automatically your deal.

In that case one big thing to have in mind : Creating deals in deal-based workflows can trigger an infinite loop. Make sure the deal you create doesn't meet the trigger criteria for this workflow.

Normally any workflow deal-based with a lifecycle in a specifc pipeline should be with no risk of infinite loop.

Last thing, if you want to manually enrolled a deal in your workflow to be copy you have a few tips : 

• Use a dedicated list as an additionnal trigger in your workflow (with a "OR" logic)
• Une a dedicated property (boolean type true/false) as an additionnal trigger in your workflow (with a "OR" logic)

[lennygoh]

@Jim_from_Charik is correct. I've created workflows to clone deals now. It works well.

Takes a bit of effort to get right but I now have a complex workflow that takes our lead gen pipeline and once the deal is won > clones the deal into the appropriate pipeline by region. 

Give it a try!

[funinjerusalem]

Do your duplicated deals include associated contacts and companies?

That’s where I get stuck.
Each of my deals repeats each season with the same company and contact just a different name, campaign date and deal package.

[emacd33]

I'm sure it's been said by others here but just wanted to reiterate - I have a workflow to auto create renewal deals but this doesn't help me in one off situations where I would LOVE a button to just clone all of the info into a new deal.  For example, a renewing customer who is also expanding (we like to track these in separate deals).  I have all the info I need in the renewal deal but now need to create a new one from scratch and copy all the information from one to the other.  Another example, I've just marked a deal as closed lost but want to open a win back deal for several months down the road.  I have to manually copy all of the details from the closed lost deal to this new deal.  These one offs come up where I really would love to have the ability to just clone it.

[danielle423]

Even the simple case of a Closed Lost deal that reemerges months/years later. It would save a lot of key strokes to be able to duplicate the deal and then change the few fields that need changing.

[HSpotter2412]

HubSpot intentionally leaves out simple functions such as 'deal duplication', to profit off of thier marketplace offerings and third party app creators. It is very obvious. This feature was reccommended 7 YEARS AGO and still gets attention and requests for this feature every single day, with no action taken from HubSpot. There are also many other simple fucntions that they don't include, requiring you to pay for a third party app within their marketplace. 

[ArminFahnle]

Really, the silence on this issue is rather puzzling!