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.

101 Kommentare
VCheung
Mitwirkender/Mitwirkende

I am at the point that I already prepare myself before searching for a solution on Hubspot, that it most likely has been posted as an idea on the community forums for a few years already but true to Hubspot it probably wont be resolved with a solution.

 

I do hope one day all the ideas get resolved but it is one of the main reasons why we are looking at other platforms once our contract comes to an end.

 

I really do love Hubspot but the lack of basic features is just absurd that all mainstream CRM's already have.

PHURLEY
Mitglied

I also would like the deal duplicator as part of basic Hubspot features

jfd118
Mitwirkender/Mitwirkende

A deal duplicator would be very helpful.   Like others, my use case is managing recurring subscriptions.  When I "close win" the current opportunity, I want to duplicate the deal to create the renewal opportunity.   Once created, I'd likely only change the close date and custom date that I've created and added to all deals. 

It seems the place to put it is in the "Actions" options of a deal. 
Merge
Delete
Duplicate

jc
Mitwirkender/Mitwirkende | Elite Partner
Mitwirkender/Mitwirkende | Elite Partner
PHURLEY
Mitglied

that is a paid for app......cloning should be a basic feature of hubspot.

MHenning1
Mitwirkender/Mitwirkende

@jc  the app you recommended requires companies to just send their most valuable sales data to yet another company. Not a good option when it should really just be a standard feature in Hubspot 

MGriff121
Mitglied

My Company requires this feature also. This should be easy to implement, I don't believe we should need to create workflows and use 3rd party apps to achieve this.

MRudlang
Mitglied

I agree. Being able to easily clone a Deal would be a huge time-saver for the way our company works.

Would be about time to implement this now, as it has been requested since 2017.

IvanHubsGrowth
Teilnehmer/-in

Hey there 

 

please take a look at our app CloneNer that allows you to duplicate everything for free. (we are looking for a feedback here)

 

Regards

MHenning1
Mitwirkender/Mitwirkende
Hi, I don't want a 3rd party functionality, I have already an agreement with Hubspot and do not want to spend the time to source another one / new integration with following security reviews.

I don't want to send my deal data to your company either.

This is a basic function that should just be included in the HubSpot account.
kirstenmhb
Teilnehmer/-in

Waiting for this functionality. We don't want to add 3rd party tools to our Hubspot but we need a way to duplicate deals and copy over information for renewals

ReganRoss
Mitwirkender/Mitwirkende

Any word on this Hubspot? I'm sitting down right now to get software renewals into my next year's pipeline and looking at 3-4 hrs of work version 20 minutes. Please make this a priority.

MRudlang
Mitglied

Not sure if anybody from HubSpot monitors this forum anyway. I have been following this topic closely for some time now. The requested feature of being able to copy/clone a Deal was raised in 2017, and have been actively and repeatedly promoted by users ever since. HubSpot has published several blog articles on how important it is to listen to your customers, but seem to ignore this important principle when it comes to their own customers. 

MHenning1
Mitwirkender/Mitwirkende

Hi, I need the Clone a Deal function INSIDE of Hubspot and no separate app. My company is not interested in sharing any Deal-data with 3rd party. PLEASE PLEASE produce this function! It really hinders adoption rates!

PHURLEY
Mitglied

Thank you all for commenting.  we've been waiting for a year on this basic feature.

MattDavidson
Mitglied

I want to tack on to this. Duplicating a deal seems like it would be an essential feature. As others have stated, I have repeat clients that I do not want to draft up an entirely new deal for every time they renew or add on projects. 

KDaley4
Mitglied

We have renewal deals every year, and all I would need to do it clone the job, change the title for the new year and then the amount.  Now with the way it is set up I have to literally create a whole new deal from scratch for each deal 2 -3 times.  A HUGE time waster!! Please add the ability to clone / copy deals ASAP. There are less expensive tools in the market that have this feature. The whole team are wasting time with this. 

PHURLEY
Mitglied

and PLEASE include when you clone a deal that it Clones the "Line Items".

Thank you!

YPlys
Teilnehmer/-in

Hi! Usually, many users find the need to use a third-party app to automate the process of copying deals in HubSpot. One convenient option is to use the CloneNer app. It provides an efficient way to save time by automating deal duplication.

CloneNer not only simplifies manual deal duplication but also allows the creation of automated rules for this process. For instance, you can set a condition to automatically copy a deal from one pipeline to another under specific conditions. This significantly saves time.

ReganRoss
Mitwirkender/Mitwirkende

Any update on adding cloning/duplicating deals to core Hubspot CRM functionality? I'm getting read to enter more license renewals into the 2024 pipeline and annoyed that I still have to manually enter all of the deal duplication details manually.