Cloning a deal
SOLVE
2 Accepted solutions
karstenkoehler
- last edited on by
kennedyp
Cloning a deal
SOLVEHi @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!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Cloning a deal
SOLVEGood 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
 | Juan C. Perez HubSpot Enthusiast | Certified Implementation Specialist |
Cloning a deal
SOLVE
Cloning a deal
SOLVE
karstenkoehler
- last edited on by
kennedyp
Cloning a deal
SOLVEHi @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!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
