Very hard to accept that HS does not understand deal cloning or copying to be a requirement. It is a glaring omission in the functionality that results in a great deal of additional work where they have repeat business or project that get broken into a number of stages.
Hi community! @Courtneyymn There is a solution - CloneNer app that you can find at HubSpot marketplacr and install easily. This app allows you to effortlessly clone various HubSpot objects, regardless of the complexity, including Tickets, Contacts, Companies and Deals. You can try it for free.
I first commented on Oct 11th, 2023. I still need this functionality. I just manually created a long list of opportunities that are renewals for next year.
This is still badly needed as a native function in HubSpot, both as an option to select within a deal as well as to make deals recurring on a regular basis (which is how our entire business is structured)
please, please, pease! I spend hours of my time copying deals and cloning articles. It is so time-consuming and error-prone. I find it unbelievable that such a basic functionality cannot be provided! The apps available as workarounds are not GDPR compliant in Europe and therefore cannot be used. This is very disappointing!
I just tried to do this a few minutes ago and was surprised to learn that it was not already a feature.
We closed a small deal this week on the way to a larger deal that we exect to close next month so we needed all of the same contacts & activity history to be associated with the new mini deal that we closed.
It would have been much nicer to clone the larger deal and rename it rather than having to manually copy & past things over.
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.
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!
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.
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.
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.
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