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."

[SkeeStylus]

THANK YOU!!! The community has practically been begging!

Need permission for the survey. BTW

[Evans4316]

@kman

Can you please fix the link so that we can access the survey? Otherwise, the people who really need to fill it out won't be able to access it.

Thanks!

[NLedwon]

I also can't access the survey. This couldn't be more timely. I literally
just reached out to another CRM system vendor specifically due the lack of
clone ability in Hubspot. Please prioritize this!!!!

[kman]

Survey permissions have been updated! Please try here and let me know if you're encountering issues: https://forms.gle/7RRi8jUMTnLqP9M38. 

[GOgris]

Definitely needed.

[DuPertuis]

Don't forget to build this for Custom Objects as well please!!!

[Anastasiia_V]

year 2017, top rated and still nothing 💪👌

[MHenning1]

I'm voting for this function too please. Same reason as others

[BGuerin]

Hello that would be great to have it a a native function 

[04926]

how is HubSpot tracking this?

still not implemented, this is so basic 

some rules for adjusting data would be nice when recreating deals

[AKumarSci]

for the time being you can create a simple workflow to create a copy of a deal.

Just enroll the deal you want to create a copy and create a new deal(chose the stage, rename, etc) and then run the flow.

This will create a copy of the deal with relevant history copied to the deal

[steinarslatten]

+ to being able to clone a deal. Our usecase is often that we have a large deal that we want to split into several smaller deals. It is very tedious to manually re-enter the data for several other deals. 

[KisPower]

This is a must-have feature for any CRM

[rodericks]

Is there any update on this? 

[GJO]

I think it is a necessary feature. I am waiting for the update.
From a Japanese user.

[amsteiner]

+1 yes please; I'm boggled every time I'm reminded that I can't clone a deal when pretty much everything else in HubSpot is cloneable (and thank you for that!). 

[GNewson]

this requirement seems to have been open for a long time with no resolution - a clone/ duplicate feature for deals is vital to move between pipelines

[MSchilling]

Yeah, we're speaking with reps at salesforce where this is possible

Maxwell Schilling
Sales and Customer Success @ Kumospace

Sent via Superhuman ( https://sprh.mn/?vip=maxwell@kumospace.com )

[MHenning1]

Hi, I'm having a problem using 3rd party apps for deals, and want the functionality as standrad with Hubspot.

A regular, no-fuzz Clone Deal button - Please. 

[rodericks]

@kman do you have any update on this? Thanks!