Tips, Tricks & Best Practices

NMackay
Participante

Cloning a deal

resolver

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. 

1 Solução aceita
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Cloning a deal

resolver

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...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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DigtalRavey
Participante | Parceiro Platinum
Participante | Parceiro Platinum

Cloning a deal

resolver
Hey NMackay

I think we can help here! 

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
0 Avaliação positiva
karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Cloning a deal

resolver

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...

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

DMarkham
Participante

Cloning a deal

resolver

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.