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

[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

[STowson9]

Hi @SkeeStylus , I've just cloned a deal and notice that attachments are not copied over. Is this correct? Will this be added to the feature? 

[JohnMaret · Accepted solution]

@STowson9 Let me also chime in here, as I’ve been in this domain for over 2 years. By default, attachments (PDFs, images, etc.) are files, meaning they are stored in the HubSpot library. These files are not physically cloned when you duplicate a deal, because having 5, 10, or more copies of the same file could get messy.

Essentially, when you see attachments in your deals, they appear due to relations and are displayed in the deal view.

That said, I want to mention that I own CloneNer (full disclosure). For those who need more than the basic clone feature, CloneNer allows you to keep the relation to attachments - effectively “cloning attachments” and choose which one to clone - and much more. Give it try.

Best regards! 

[STierney]

Hey @STowson9 - thanks for posting in the Community!

As noted here, "you can clone a record to quickly pre-fill property values and associations. This saves time and reduces manual input. Supported objects include contacts, companies, deals, tickets, appointments, services, courses, listings, projects, and custom objects (Enterprise only). The clone panel mirrors the create record panel. This means only the configured default and custom property values and associations are copied. Associations such as quotes, activities, or attachments will not be automatically copied." It looks like while the ability to clone deals has been rolled out to all plans and subscriptions, it's not currently possible to include attachments in these clones.

I hope this helps provide some clarity!

Shane, Senior Community Moderator

[TaraF]

Would love to beta test this please.

[RMines]

Amazing! How can we get in on the beta testing? Would love to use and provide feedback

[TIB]

This is so good. It would be useful to be able to automatically associate the original and cloned deal. I could probably do this via a convuluted workflow but wondernig if this is something that be useful to others

[Antonin36330]

Hey @SkeeStylus, how do we get access to the beta? 

I've filled the form already

[Antonin36330]

Looks Great! I will be happy to have a try! I've filled the form

[figure123]

Agreed! So refreshing when a company listens to the users. We have it set up and are using it!

[SDeNicola]

Nowhere do I see this available in contacts, deals etc. as an action.  Please advise. 

[SkeeStylus]

This is in a limited private Beta.  You should be able to see if you can opt in under product updates.  If not use this form to request: access: https://docs.google.com/forms/d/e/1FAIpQLSeWIS2YwTQtwN22HDYqqICIIQ3vtQUfGatfnuOX5niFfOK_4A/viewform

[BClinch]

This really ought to be included without thrid party add ins. Disappointing this is not already included.

[figure123]

This seems like an easy and necessary addition. Free CRMs have this capability.

[JNorene]

ChatGPT says you can but I don't see a duplicate button. 😞

[JohnMaret]

Use CloneNer and join over 600 businesses benefiting from this HubSpot certified app 😎

[AvanderMerwe8]

This is such a basic, desperately needed functionality - why is HubSpot not aross this yet??

[Jim_from_Charik]

For 6,5€ / month this is solve the easiest way by Charik clone deals, try it for free on the marketplace.

[Jim_from_Charik]

The Charik team is thrilled to announce the release of its first app on the HubSpot Marketplace! 🎉 Find it here: https://www.charikapp.com/clone_deals/.

This app allows you to clone a deal along with its associated objects (contacts, companies, etc.), as well as line items and quotes. It integrates natively with HubSpot workflows, enabling you to automate processes exactly the way you want. It’s the most comprehensive and affordable solution on the market today.

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L'équipe de Charik est ravie d'annoncer la sortie de sa première application sur la Marketplace HubSpot ! 🎉 Retrouvez-la ici : https://www.charikapp.com/clone_deals/.

Cette application vous permet de cloner un deal ainsi que les objets associés (contacts, entreprises, etc.), mais également les line items et les devis. La fonctionnalité s'intègre nativement avec les workflows de HubSpot, vous permettant d'automatiser vos processus comme vous le souhaitez. C'est la solution la plus complète et la moins chère du marché actuellement.

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¡El equipo de Charik se complace en anunciar el lanzamiento de su primera aplicación en el Marketplace de HubSpot! 🎉 Encuéntrala aquí: https://www.charikapp.com/clone_deals/.

Esta aplicación te permite clonar un negocio junto con sus objetos asociados (contactos, empresas, etc.), así como los line items y las cotizaciones. La funcionalidad se integra de forma nativa con los flujos de trabajo de HubSpot, permitiéndote automatizar tus procesos como desees. Es la solución más completa y económica del mercado actualmente.

[BérangèreL]

Hi @Jim_from_Charik, congrats and thank you for sharing this amazing integration with the HubSpot Community!

It will help many Community Members!

Thanks and Happy Holidays! ☃️

Best,
Bérangère