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]

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 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. 

[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 

[cfleishman]

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! 

[cfleishman]

Hello HubSpot community,  

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.

[EmmaDavenport]

Absolutely need this, upvoted.

[viblanch]

Yes, interested as well.

[CBriand]

Definitely a Must Have for recurrent opportunities. We would really save time with this feature!

[nguenette]

We need to be able to clone deals the same way we could clone opportunities in our previous CRM.

[rwalker]

This functionality is needed.

[jaytreagan]

yes please!

[Yann]

Hi

Of course, we would save time being abble to clone deals (for instance, for recurrent deals within a contract frame agreeement). This should be a MUST HAVE as it already exists on many ther CRMs.

[BastiSchuhl]

Great to see lots of people having this same need. Is anyone from HubSpot here and can give us an update if and when this is being pushed to the product team? It's been two years now since this was requested; with 200+ upvotes and 100 comments for what seems to be a pretty basic feature. Thank you!

[dan_sitton]

There is a way to do this but it requires automation, creating a new contact field, and two workflows. I don't have the time or space to say how to do this in this forum, but if you shoot me an email at dsitton@wearediagram.com - I can make sure to get back to you with an explanation on how I set up this necessary feature in our HubSpot CRM. It's not an apples-to-apples duplication, but it can help speed up the process of manually creating repeat deals.

[IPS_Realty]

Must have

[aalthaus_revriv]

Hey guys! Our team has created a HubSpot widget that specifically allows you to duplicate a deal just by clicking a button on the deal record. We are going to be launching our beta testing program very soon - sign up here if you'd like to get access to this feature!

https://www.revenueriver.co/revlabs/duplicate-deal

[Luxforg]

We would need this feature! 

[AltrumMKG]

YES please! 

[MiryamRoddy]

The ability to clone a deal would be VERY helpful to us at BRODY, too. It would see endless time creating deals that are similar to previous ones (except for maybe the date or another minor detail).

PLEASE allow cloning of deals. Would save many of us a lot of time and aggravation.

Thank you!

Miryam Roddy

[MichelBelfiore]

I don't think anyone at HubSpot is listening. Weird, because this is basic functionality that I've seen in other CRMs. I'm unfollowing this thread because I'm tired of seeing all the other users chiming in that they need this and seeing no response from HubSpot. Well, what do you want for nothing?

[isabellb]

Hey Hubspot has done it, they developed a widget that will clone deals, it is being tested and will be available to all shortly!

[aalthaus_revriv]

Quick update! We launched our beta widget that allows you to duplicate deals right from the deal record. Feedback so far has been positive! Check it out: https://internal-forms.revriv.com/duplicate-deal-widget/connect

[ClemOaky]

YES YES YES. 

Cloning a deal with all its properties would be absolutely needed for many different use cases. For example when a deal is made with a parent company but regards many daughter companies. You want to clone the deal (sometimes many many times) instead of having to import them.

[Jgraves1117]

Yes, would 100% agree here. Hubspot while a powerful tool, seems to be fairly focused on certain typical types of businesses. For example, we're a in-app publisher management platform. While there would be one company, that company could/will have a number of apps. While each app is from the same company, they could have unique elements that need to be tracked. Without the ability to clone, we will need to set these all up seperately, which with the Hubspot default properties and our custom properties is very time consuming. This was not somehting that we had a clear understaning of when signing up and and explaining our business model, and will definately be a reason for leaving. There are countless scenarios I can think of, so I have to assume this is on the roadmap. 

[JamesWa]

Has anyone tried the Revlabs solution? It sounds great but hard to tell anything about the company based on their website. Would be great to have some current user reviews.

https://www.revenueriver.co/revlabs/duplicate-deal