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Merging Deals

It would be valuable to be able to merge two or more existing DEALS.  Different people can create a DEAL and building out notes, tasks, etc., and, in fact, it turns out to be one big DEAL rather than several small ones.  The ability to MERGE them, while retaining all history, notes, etc. would be valuable.  Otherwise we have to manually agree which *one* will be our "master" going forward.  THANKS!

HubSpot updates
Merging DealsHubSpot Produkt-Team
changed to: In Planning
09-11-2018

This is currently in planning! We'll post again here once we have more information for you, but we hear your request Smiley (fröhlich)

90 Kommentare
willcurran
Stratege

wow no brainer here

rjohnsonM3
Mitwirkender

Yes, please add Deal merge functionality on both the front-end and the back-end via API.

rwalker
Mitwirkender

This functionality is needed.

james_
Berater

Any update on this? We've found that the Deals board is basically unusable for the ecommerce side of our business. At the moment, over half of our revenue is generated through Draft Orders (quotes) on Shopify when interested customers call in. As it stands now, Draft Orders are not any part of the Shopify/Hubspot integration. In order for us to use the Deals board, our sales agents would have to do the following:

 

1) Receive customer call, take notes in Hubspot, build the quote in Shopify.

2) Send Shopify Draft Order via Shopify.

3) Create the Deal in Hubspot.

4) Customer completes order via Draft Order.

5) Now there are two Deal records (the one the sales agent originally created, and the new deal record created by Shopify).

6) Manually merge the two deals. 

 

If there were a way to merge deals, we could possibly use the Deals board, even though we would really like Draft Orders to be a part of the Hubspot/Shopify integration.

IPS_Realty
Mitwirkender

Must have

Luxforg
Berater

We would need this feature! 

 

tmckenna
Mitwirkender

Any update on this feature?  We have a lot of dup deals that need to be merged.

jturk
Sachkundiger

Would be good to get this into HubsSpot ASAP! 

JaimS
Berater

We REALLY need this!!

 

We CAN merge CONTACTS & COMPANIES, why can't we merge DEALS? It's just a database.


This had been a feature request since 01-18-2017 11:06. I guess that since there are so many supporting this request that it must be very hard or impossible to pull this off? Maybe limitations to the system? 

 

 

adavisproactive
Neues Mitglied

I think this would be a great idea.  Better then copy and paste