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."

[MBarton]

This is a major time-suck for my team. They receive deals that have multiple sites that are all exactly the same. Deal cloning is a vital and core feature of a CRM. I hope the product team will prioritize this, as it doesn't seem that wild of an ask. There is a clone feature on so many other vital items in Hubspot. 

[wookh]

It's totally not making sense at all that deal duplication is not a basic feature in hubspot. Already developed 3rd party deal cloning apps are clear reason that users need that feature, and surprisinly it's not free in hubspot even other CRMs are supporting it as basic feature. It's really ridiculous.

[ALucas0]

I am not sure why this is marked as resolved, all the Proposed solutions required workarounds using workflows, and or using third party solutions to enable this functionality, where it is a basic tools to be able to duplicate deals. This can be for re-curring orders, orders of similar types etc and this should extend to line items as well.

I need my sales team to be able to copy deals quickly, and without going into areas of Hubspot that are not relevant to them. It is not the role of my sales team to do this, nor should I have time in our sales operations . enablement to have to do this amount of work everytime to copy a deal.

[kvlschaefer]

Hi @ALucas0,

Thank you for the feedback and for explaining your use case. 

I would encourage you to upvote this related idea in the Ideas Forum and comment why this feature would be useful for your team. 

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

Thank you,

Kristen

[ASaravanja]

This should be an absolute priority because it is necessary for both Sales and Customer Success. We are now trying to use Hubspot as our main customer success management hub and being able to clone deals so we can easier manage information from Y1 to Y2 would be invaluable. The current copying process is not good enough because it takes too long to set up, especially because you have to choose every single thing you want transferred over. A cloning option would save a lot more time and resource in the long run. @ybaptiste any chance that there as been movement on this in the last few months?

[NHofer]

How is this not a basic function? How much more feedback do you need before this is implemented? Very frustrating to say the least and all the more reason to move to Salesforce or another CRM.

[ReganRoss]

Our controller was up until nearly 2:00am in the morning finishing the week's long work of manually duplicating ALL of our major subscription renewal deals in our Hubspot instance for 2023. Why? (1) Because creating a deal manually one-year in advance is not something sales reps typically do given how much work it is, and they post once closed. (2) Because she needs the pipeline information for forecasting. This would be a non-issue with cloning. She's a single mom and will be back at the grind this AM. Our team appreciates her effort, but it's so frustrating b/c virtually every other CRM comes with Deal Cloning.

With all due respect to the Hubspot team, this feature is more important to every sales team in the subscription renewal space than "team goals," "deal overlays," and especially, "color coding the deals board."

Sharing for Hubspot's consideration.

[NLedwon]

Shocked that after so many years Hubspot still refuses to fix this. I say "fix" because to me, this is basic CRM functionality. It's like if you created a new word processing system (like MS Word) that didn't support cut and paste.  Having used many sales CRM systems in my 20+ year long sales career, this is the first time I've ever seen a system that can't clone a deal. And yes, I understand how, given the database structure, it's not easy to implement. But I'm sorry, it's utterly unacceptable to not have it. 

[JuanReyes]

We are waiting for this functionality too. It is frustrating to rely on third party solutions for something that basic.

[annikakettunen]

It's not the best solution, but I've been starting to import deals to Hubspot. Just add deals to excel sheet, name them like "Campaign x 1/12" "Campaign x 2/12" and so on. You can easily copy and clone rows in excel, and also import different customers deals at the same time. Much more easier, than creating deals one-by-one in Hubspot. 

[JuanReyes]

Very interesting!! Thank you for sharing it

[kvlschaefer]

Thank you for sharing, @annikakettunen! 

[MKohorst]

THIS BASIC FUNCTIONALITY NEEDS TO BE ADDED.  WE HAVE A LOT OF REOCCURRING RENEWALS AND WASTE A LOT OF TIME WITHOUT THIS FUNCTIONALITY.

[funinjerusalem]

Me too! Takes me hours each season to recreate deals.

[BFielding]

Just to put it out there, we are creating/cloning deals using a workflow.  It isn't a perfect solution, but it sure helps, especially when you have recurring revenue type deals and there are over 100 of them!

[lennygoh]

@BFielding Would you be open to sharing the workflow structure you use?

[DKlepp]

I am interested in updates on this topic.  Thanks!

[kman]

Hi HubSpot Community great news! Our product team is prioritizing this feature and actively working on a solution. To help us better understand what exactly you'd like to clone (e.g. properties, associations, activities), could you please take this short survey? Thank you!

*Update: Survey link has been fixed, please let me know if you're still not able to access it.

[SusanH]

Hi, the link for the survey gives an error message that 'permission is needed' to access.  

[finaDevin]

Yes! That's great news! But I also am unable to use the survey link at this time.

P.S. I really hope that this functionality is going to include the ablity to clone other objects as well, such as Tickets.