HubSpot Ideas


Duplicate Deals

It would be great if we could duplicate deals in Hubspot.  This would be a useful feature for customers that order the same thing under blanket PO's.

2 Replies

You can create automation to duplicate certain fields of the deal based on something occurring.  Is there a trigger that would cause a duplicate deal from your perspective?  That would be the start of the automation.

Guide | Elite Partner
yes that would help as it would duplicate all the required fileds - or should 🙂