Cloning a deal

[NMackay]

Hello, 

I know this has been posted multiple times before but have @hubpost developed a way to clone a deal so that we aren't replicating each time, with minor changes?

Thank you. 

[karstenkoehler · Accepted solution]

Hi @NMackay,

No, this is currently not possible but has been requested by many users before: https://community.hubspot.com/t5/HubSpot-Ideas/How-do-you-duplicate-a-Deal/idi-p/15263

The product team reviews these requests based on their popularity, I'd recommend upvoting and commenting. You can also help others find the request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, you could continue manually, use workflows or leverage third-party integrations: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/deal-duplicator-2016...

A note from the moderator: There are a handful of third party apps suggested by Community members in the thread below! While this feature is not yet native in HubSpot, the apps below could be a great alternative. 

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Best regards!

[SkeeStylus · Accepted solution]

Good news everyone.. Basic Record Cloning is now in Private Beta 🎉  Shout out to @NazM and the enitre product team for working on bringing this to HubSpot.  Here's more detail:

What is it?

Introducing record cloning, users can now create a new record based on an existing record. Any of the properties and associations that are configured in the create form of the object may be included in the new record.

Why does it matter?

All or part of records may be reusable. Today, users have to do the hard work of copying information from one record to another because they can't clone records. With this update, users are able to duplicate CRM records (Contact, Company, Deal, Ticket, custom objects, Appointments, Listings, Services, and Courses) from their record page. Cloning is an essential feature that saves time and minimizes the risk of mistakes from manual input.

How does it work?

When viewing a record, users with permission to create a new record will find a new option in the Actions dropdown menu. The Clone action starts the record creation with properties and associations pre-filled from the source record.

Who gets it?

All hubs and tiers

[JohnMaret]

Oh, I hadn’t even noticed I missed commenting on this one! 😊 Yes, we actually have an app for that. Check out CloneNer—our team’s pride and joy! With over 400 active installs and a solid 5-star rating, it's been helping businesses streamline their processes like a pro. It’s simple, powerful, and loved by our users! 

[BWaddle]

This needs to be done!

[DigtalRavey]

Hey NMackay

I think we can help here! 

PREVIEW

I'm super pleased to introduce a tool we've been developing to enhance your HubSpot experience: Object Duplicator.  As we prepare to launch its Alpha version, we're inviting members of this community to try it out, at absolutely no cost.

About Object Duplicator

Object Duplicator is designed to make your workflow smoother by allowing you to duplicate deals effortlessly within HubSpot, saving time and minimizing manual data entry. This can be manually duplicating or through automation logic that you define.

Alpha Release Benefits

• Completely Free: The Alpha version is available to you at no charge. It’s an opportunity to be among the first to explore its capabilities without any commitment.
• Influence Development: Your feedback will be instrumental in refining Object Duplicator, ensuring it truly meets the needs of HubSpot users.
• Exclusive Pricing: As a token of our appreciation, Alpha participants will be eligible for a reduced subscription rate for at least the next 12 months.

Who Should Join?

This is an invitation to any HubSpot user looking to enhance their efficiency and contribute to the creation of a tool that addresses real user needs like this. Your feedback can make a significant difference.

Join Us

To take advantage of the Alpha release and help shape the future of Object Duplicator, sign up for free at https://objectduplicator.com/.

If you have any questions or would like to discuss further, please let me know.

Many Thanks
Dave

[Dolphin-Alex]

Dave I just installed this. Is it 20/month/user??

[DigtalRavey]

Hi Alex

Thats the monthly cost for the portal, all the users on the portal will have the ability to use Object Duplicator for this cost.

Happy duplicating / deal cloning.

Any other questions don't hesitate to let me know.

Many Thanks

Dave 

[Dolphin-Alex]

I'm currently trialing Deal Duplicator.
Is it possible I can try yours for free for a week or two? How does the billing work? We would want the invoice to go to a different email address than our HubSpot invoice and pay with a different credit card. Is this possible?

[DigtalRavey]

Happy to give you access.... I'll DM you a code that you can redeem in the app.

After purchase though, its a monthly subscription, and the invoice will be sent to the account that links the app in the portal, and you can update and change payment methods at anytime.

Hope this helps.

Many Thanks
Dave

[JohnMaret]

@Dolphin-Alex 

just to bring some diversity here, I’d like to ask—have you had a chance to test-drive our CloneNer app? It’s a certified app with a 5+ customer satisfaction rating across reviews. Recently, the team released a few cool features, like cloning templates and more!

Warm regards,
John

[karstenkoehler · Accepted solution]

Hi @NMackay,

No, this is currently not possible but has been requested by many users before: https://community.hubspot.com/t5/HubSpot-Ideas/How-do-you-duplicate-a-Deal/idi-p/15263

The product team reviews these requests based on their popularity, I'd recommend upvoting and commenting. You can also help others find the request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, you could continue manually, use workflows or leverage third-party integrations: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/deal-duplicator-2016...

A note from the moderator: There are a handful of third party apps suggested by Community members in the thread below! While this feature is not yet native in HubSpot, the apps below could be a great alternative. 

---

Best regards!

[DMarkham]

Thanks for posting. This is pretty rudimentary functionality. I was a developer for many years before moving into sales and Microsoft CRM (Dynamics' predicessor) was able to do this 15 years ago. Hubspot really needs to get onto this one.

[CRoach2]

Completely agree.  Seems like very basic functionality.