HubSpot Ideas

esundance

How do you duplicate a Deal?

I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.

115 Comentarios
elcolumbio
Miembro

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

THilker-sales
Miembro

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
Miembro

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

KSchwarzbart
Participante

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
Miembro

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

aizudeanjp
Miembro

this needs to be native to hubspost please.

jfd118
Colaborador

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

 

 

danielle423
Miembro | Partner

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
Participante

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
Participante
Really, the silence on this issue is rather puzzling!
Melvmars
Miembro

Replying to show that customers still want this function - my whole company is consistently making ~300+ deals in a week and has an increased need to duplicate/clone deals to save us time. I know there are 3rd party tools, but it seems that we should have the functionality in our package with HubSpot directly and not have to vet and source a 3rd party tool.

JRobb1
Miembro

6 months ago I replied to this thread - our company still needs this feature. 

ArnaudA
Participante

Would love to have this feature too! Also needed for several customers.

AWilliamson5
Miembro

This would be incredibly helpful for my team's workflow. Very often where we want things like lead source and other details to stay consistent on expansion deals, and havign to create a new deal from scratch seems like a wasted opportunity to speed things up.

vanessahunt
Colaborador líder | Partner nivel Platinum

I added a reply here in July 2020 (repeated below) and am a little surprised it's still not available natively in HubSpot for our clients. I appreciate there are add-ons, but looks like there are many clients with the same need. Please please HubSpot, can't we have a new Action for this? 🙏🏻

 

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I'm looking for similar Clone functionality as you have in Salesforce too. This is a pretty common requirement in any CRM.

 

I'd like to be able to duplicate a Deal and at the same time select whether I wish to copy the Products attached to it too. In Salesforce you have a 'Clone with Products' and a 'Clone without Products' to achieve this. It would be great to have this capability in HubSpot too of course.