HubSpot Ideas

cfleishman

Cloning a Deal

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

 

Update from @JoeMayallDue 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."

729 Replies
JCeballos
Participant | Elite Partner

I think this tool could help you Susan: https://www.instrumental.net/en/deal-duplicator-for-hubspot

SusanH
Member

Hi, Thanks for that.  We are using Deal Duplicator (revlabs@revriv.com)

JCeballos
Participant | Elite Partner

Amazing, is the same tool  just with automation now and new design.

BHarte
Member

This is one massve gap in teh base functionality. 

JCeballos
Participant | Elite Partner
USiddiqui
Member

Basic feauture available on other CRMs. This should have been implemented the year this request was created (2017). It will save a lot of time for operations and sales team members. 

jc
Contributor | Elite Partner
Contributor | Elite Partner

Awesome. Worked like a charm. The automation element to it blew our minds and saved tons of time. 

JasonTisdall
Participant
Glad it worked for you.

Best regards
Jason Tisdall
...on my mobile
TWust
Member

I totally agree this feature would be extremely helpful. Could this please be prioritized. And can we also include cloning a ticket not just a deal.

JonathanS
Contributor | Elite Partner

@TWust just incase you didn't know Clone Attack allows you to duplicate tickets and deals. It can also be used in workflows to automatically duplicate tickets and deals for you!

 

You can check it out here: https://app.hubspot.com/portal-recommend/l?slug=ecosystem/marketplace/apps/_detail/appchemist-clone-...

jc
Contributor | Elite Partner
Contributor | Elite Partner

Hey @JasonTisdall I'm not that technical, so I used an app called "Deal Duplicator" for HubSpot… it was really easy and it was free and it carried all elements of the deals (you only have to pay if automation is needed). 

jc
Contributor | Elite Partner
Contributor | Elite Partner

There's an app for that now: Deal Duplicator. It is free unless you need automation. 

jc
Contributor | Elite Partner
Contributor | Elite Partner

Check out Deal Duplicator. It is not native but it is free, it works and you can set automations. 

JasonTisdall
Participant
Thanks for the pointer. I'll give it a try.
SKester
Member

We are five years into this suggestion. It is inconceivable that any CRM package supporting a SAAS model would not have this capability. Please provide an update ASAP on when this baseline functionality for SAAS businesses will be included in the baseline CRM system. 

SusanH
Member

I agree ... Hubspot's lack of priority on this issue is truly inconceivable!!

Alora
Member

Please add for project-based companies it would be very helpful for their business models!

PChambers
Member

$19 or $29 a month to duplicate deals, a feature that should be free, is ridiculous. But thanks for the suggestion. 

RBuckley1
Member

It's unbelievable that this isn't a core feature. Salesforce, Pipedrive, etc all have this. Why wouldn't HubSpot CRM??

HWilliams4
Contributor

This is a really simple function that should have been introduced years ago. The amount of continued interest over the last 5 years and countless community posts should be a sign to prioritise this update!