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!

[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.