HubSpot Ideas

SusanH

Deal Cloning

We've been using Hubspot CRM for about 5 years now.  WHEN WILL HUBSPOT HAVE THE BASIC CRM CAPABILITY OF CLONING A DEAL??     No idea why this is not part of the basic functionality.    

19 Replies
JessicaH
HubSpot Alumni

Hi @SusanH

 

Thanks for your feedback.

As of now, it is not possible to clone deals, but there's already an idea in our ideas forum (https://community.hubspot.com/t5/HubSpot-Ideas/Cloning-a-Deal/idi-p/28845).

 

If you want to get automatic updates I would encourage you to participate in this post by upvoting and commenting on the post.

 

Take care!

Jess

Daxchemist
Participant | Elite Partner

@SusanH We've built an app that can clone deals, contacts, and tickets. Check it out here!

 

https://ecosystem.hubspot.com/marketplace/apps/sales/crm/appchemist-clone-attack-229629

SeshClients
Member

$19/month seems a little high for this functionality. This is something that I agree with on the original poster about that it should come as a basic button function, as it did in 2 other CRM's I've used. I'd be open to this if it were free for 1 clone button, but costs for additional cloning buttons. Just an opinion.

JCeballos
Participant

I think this tool could help you Susan: https://www.instrumental.net/en/deal-duplicator-for-hubspot

SusanH
Member

Hi, Thanks for that.  We are using Deal Duplicator (revlabs@revriv.com)

JCeballos
Participant

Amazing, is the same tool  just with automation now and new design.

BHarte
Member

This is one massve gap in teh base functionality. 

JCeballos
Participant
PChambers
Member

$19 or $29 a month to duplicate deals, a feature that should be free, is ridiculous. But thanks for the suggestion. 

funinjerusalem
Member

I agree this is really important and shouldnt require an outside app to do it. 

The functionality would be to clone a deal and keep th exitsing contacts and company connected. Then just have the option to update start dates and any other property that needs updating. Thank you!

Cbaker19
Participant

Seriously all these replies about a 3rd party app.  Kudos to you all for creating the app that bridges the functionality app, but this thread shouldn't be a sales pitch.  This is really unimpressive in terms of base funtionality within the CRM.  

lennygoh
Member

This cannot be upvoted enough. Why isn't this a native feature without having to pay extra???

wookh
Member

It's totally not making sense at all that deal duplication is not a basic feature in hubspot. Already developed 3rd party deal cloning apps are clear reason that users need that feature, and surprisinly it's not free in hubspot even other CRMs are supporting it as basic feature. It's really ridiculous.

NHofer
Member

How is this not a basic function? How much more feedback do you need before this is implemented? Very frustrating to say the least and all the more reason to move to Salesforce or another CRM.

MKohorst
Member

THIS BASIC FUNCTIONALITY NEEDS TO BE ADDED.  WE HAVE A LOT OF REOCCURRING RENEWALS AND WASTE A LOT OF TIME WITHOUT THIS FUNCTIONALITY.

funinjerusalem
Member
Me too! Takes me hours each season to recreate deals.
BFielding
Member

Just to put it out there, we are creating/cloning deals using a workflow.  It isn't a perfect solution, but it sure helps, especially when you have recurring revenue type deals and there are over 100 of them!

lennygoh
Member

@BFielding Would you be open to sharing the workflow structure you use?

DKlepp
Member

I am interested in updates on this topic.  Thanks!