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
Aug 6, 2020

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! 

Status updated to: Not Currently Planned
Jun 11, 2020

Hi HubSpot Community,

 

I'm updating the status of this thread to reflect Dylan's comment.

 

Best,

Joe

Ideas Forum Manager

 

 

Jun 11, 2020

Hello HubSpot community, Smiley Happy 

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.

Mar 16, 2020

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.

310 Replies
New Contributor

@JamesWa- I integrated their solution last week, which is super simple and can be removed pretty easy. Overall we're just launching with Hubspot, so I've only run a couple tests to see how it functions, but it does work as expected with cloning a deal.

New Contributor

same here! Agree!

Occasional Contributor

This would really be a timesaving feature. I would like to emphazize the need for this to be developed in the near future! We can clone all sorts of things like reports, filters, lists and marketing stuff. SO why not clone deals?

 

Please!

 

 

 

 

Occasional Contributor

Would be good to get this into HubsSpot ASAP! 

New Contributor

Yes it would be great to clone a deal - We could use it to clone the deal from our sales pipeline in our marketing (campaign) pipeline. It is important to have every e-mail, conversation & information at one glance that we don´t have to click through multiple deals in different pipelines.

 

Thanks!

 

New Contributor

Great Idea

Regular Contributor

Definitily! We have tons of recurring deals and each time it costs the sales teams a lot of time to set up each of them.

New Contributor

yes agreed a useful addition

New Member

I think this would be a great idea.  Better then copy and paste

New Contributor

Agreed, useful for repeat customers purchasing similar items.

Advisor | Gold Partner

Any updates on the status of this request HubSpot?

New Contributor

Agreed - Any updates on the status of this request HubSpot? We had this function with a previous tool we were using and the functionality is greatly missed...

New Contributor

I agree. This would be a great addition. 

New Member

totally..

Occasional Contributor

We need this as well.

New Contributor

It would be very helpful to be able to duplicate/clone deals as we have repeat customers ordering same products.

New Contributor

Does anyone from Hubspot actually monitor this forum?  This has been requested for almost 3 years.  I'm sure for most early-stage subscription based businesses if this feature is not implemented it will be the reason they leave Hubspot for a more sophisticated Sales Ops tool in the future, once the business grows.

New Contributor

REVLabs Widgets Production Have produced a clone a deal widget you can upload to Hubspot.

 

If you google this you will be able to locate the free widget and instructions to add to Hubspot

 

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

Regular Contributor

Hubspot can you give us an update on this please?

New Member

would be very very handy to have this (imo basic) functionality 🙂