Hi. It would be great if we can clone existing deals and support tickets. Currently there are other capabilities (merge, delete, etc.) but it would be super beneficial to clone a deal or ticket. This would increase speed to use within the application because often times we are creating multiple deals or tickets which have the same required fields and it takes FOREVER to fill them from scratch each time. Thank you!
Hey @Courtneyymn , submissions for cloning a ticket and cloning a deal already exist, so rather than creating a new submission, how about you add your upvote to the below submissions. Hopefully Hubspot will listen to us all soon 🙄
I am not sure why this is marked as resolved, all the Proposed solutions required workarounds using workflows, and or using third party solutions to enable this functionality, where it is a basic tools to be able to duplicate deals. This can be for re-curring orders, orders of similar types etc and this should extend to line items as well.
I need my sales team to be able to copy deals quickly, and without going into areas of Hubspot that are not relevant to them. It is not the role of my sales team to do this, nor should I have time in our sales operations . enablement to have to do this amount of work everytime to copy a deal.
Thank you for the feedback and for explaining your use case.
I would encourage you to upvote this related idea in the Ideas Forum and comment why this feature would be useful for your team.
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
It's not the best solution, but I've been starting to import deals to Hubspot. Just add deals to excel sheet, name them like "Campaign x 1/12" "Campaign x 2/12" and so on. You can easily copy and clone rows in excel, and also import different customers deals at the same time. Much more easier, than creating deals one-by-one in Hubspot.
Hey Courtneyymn! I know this thread is a bit old but we have an app called Clone Attack that would be perfect for you! It allows you to duplicate deals and tickets with just a few clicks. It also lets you choose what fields you want carried over to the duplicate. Check it out here.
If you need help installing or getting set up, let me know! I’d be happy to hop on a call with you. Best, -David Staat
I will never understand how it is possible to not have a deal clone button.
Deals are one of the most crucial pieces of information we manage with Hubspot. We create and move deals around, so it seems only natural to need a clone feature for deals. Why is this functionality not considered important by the Hubspot team? Are we missing something? Why do we have to rely on third-party tools or search for obscure solutions for something so simple?
If someone were to write the history of CRMs, this would undoubtedly be one of the biggest mysteries...
Yes, please prioritize this request please. It's something that will help adoption rate with our organization I believe. Today it is just too cumbersome to work with deals in many small ways.
I agree with all the comments here. Cloning deals is extremely important and a core feature that is needed. Our company has requested that this feature be prioritized since we started using HubSpot and we have no concrete answer as to when this will be available.
