Cloning a Deal

[cfleishman]

Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! 

Update from @JoeMayall: Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of June 10th, 2020, we estimate this thread has around 500 upvotes. I'll continue to update this count as the thread receives upvotes."

[Edith]

Hey HS Community!

I wrote an email to the customer service with the subject: No answer in 3.5 years, I copy their answer here:

Hi Edit, Thank you for contacting HubSpot Support. I understand you are interested in cloning deals.

As outlined in this community post, it is still not possible at this time. Our developers do not have immediate plans to build or launch a "clone deal" button and have their energy instead focused on solving other problems that help our customers grow better. Sorry Edit!

As a workaround other customers have used the integration clone attack found here and say that it works great!

Of course, if you need anything else or have any other questions on this matter, please don't hesitate to reach out.

I hope you have a great day!

Best Regards, Aaliyah

Customer Support Specialist

As you see, still nothing, just bullsh*t.

Have a nice day, y'all! 

Edit

[ManuMartin]

Hey Edit,

Thank you very much for your efforts and sharing the feedback from Hubspot.

I like the workaround with clone attack. I checked up the addin and it looks promising. It works with all tiers (also with the free CRM).

It is not what I wished to get, but it is some kind of solution, and costs only a few bugs.

Thanks - this will help, until Hubspot will integrate such a feature.

Best regards,

Manu

[BradSalerno]

Join us on March 25th as we discuss how operators can turn their hospitality service into a revenue driver.

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Hi there,

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WISI America

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[MBaranowska]

Hi,

Is there any reason why this is not yet getting implemented? It would really help sales teams focus on sales instead of data entry.

[Dylan]

Hello HubSpot community,

Thank you for your continued feedack here. I wanted to provide an update on the status of this idea. Cloning a deal is absolutely on a list of things we’d like to do. However, the list is long and time and resources are limited, so building this functionality is ultimately a question of priorities, and this is a lower priority compared to some of the other things we’re working on right now. We're continuing to keep an eye on the use cases provided in this idea and are always re-evaluating our top priorities, I'll be sure to update this thread when this is a more near-term priority. 

- Dylan 

[Evans4316]

Hi Dylan,

Thank you for the response.

Questions:

• How do you guys determine priorities with development?
• Where is this on the priority list?
• How do we get basic functionality moved up higher in the priority list? 

This is something so basic. Yes, there is Clone Attack, a third-party app at $20/month, but this functionality should be included in HBS at no charge. 

Some of the more recent new 'features' like the changes to task reminders are just causing me more work rather than making my life easier. 

Thanks!

[DBritt]

It's super easy to clone reports in HubSpot Sales, I'm not understanding why cloning deals isn't possible.

[JoeMayall]

Hey folks!

A nifty workaround for cloning a deal is the Clone Attack integration currently available on the HubSpot Marketplace. It's not a native feature, but it will help some of you achieve your desired outcome.

Best!

Joe

Ideas Forum Manager

[pblessing]

Thanks for the suggestion. I think the community is looking for a HubSpot solution not a third party paid solution as this is a basic functionality found in SalesForce.


Sent from Mail for Windows 10

[LFasser]

This would be a huge help to our organization - please consider making this a priority. Thank you!

[leebourke]

We need this badly.  We moved from Zoho and it has it.  Such a time saver.  

[BWrighting]

My org is new to HubSpot and would love this feature, we used it all the time in SFDC.

[SA4]

Upvoted!

[Evans4316]

While I know that HBS is recommending the Clone Attack, a third-party app at $20/month, but as I've said before this functionality should be included in HBS at no charge. I should not have to make a case to my management to spend another $20/month on something that should be basic and included in the HBS product. 

[Elsystems]

That is exactly my thought - this is so basic that it should be part of the program, not an add-on that costs $100 to $240 per year.  Everyone at Hubspot says they will pass along the recommendation to the dev team but there are not many ideas that have 1,100 upvotes over 4 years.  They have decided not to address this giant missing feature.

[SusanH]

I had started this string years ago now.  It makes absolutely no sense to me as this is such a basic feature, and yet here we are years later with nothing and not even an idea of when this can be addressed.    They love to push us onto the 'idea board'... I guess just to give them something to read (but take absolutely no action). 

[joerr]

Hi @Daxchemist , 

is the facility to clone a deal (into a separate pipeline/stage) with a workflow available?

Thanks 😀

[Daxchemist]

Hey @joerr we're looking to add that this month!

[joshm]

Over 1,100 Upvotes and 19 pages of comments and it's 'low priority' and 'currently not planned'? C'mon HubSpot. cc @maddieschiess

[markahope]

I got fed up with waiting on this and we installed Clone Attack. It works
well, maybe not everything you want, but it does a pretty good job.