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."

[Evans4316]

I agree. HBS needs to do a better job at standard features and fixing 'bugs' and not call them features. I understand the partner concept... but there are just basic things that should be included. Copying deals, contacts, etc are standard features.

[finaDevin]

Right! This feature exists if processed through a workflow. How hard is it to add a new button on the Deal or Ticket? That's a ridiculous philosophy.

[ReganRoss]

Thanks SkeeStylus... I appreciate the effort in perspective shifting and reminding everyone of the App Market. With respect, to the anology you used, I would liken it to a scenario where an office suite/platform (competing against the likes Outlook or Google Cal) does not have a "recoccurring/repeating event" feature... and then someone on the discussion forums saying not to be annoyed because you can install a third party app to do that.  IMO, cloning a Deal/Opportunity is truly that basic of a feature and out-of-the-box with most CRM platforms.  

[aalthaus_revriv]

I've been closely following the discussions around the much-requested feature of duplicating a Deal in HubSpot. I completely understand the frustration and the need for such a feature. However, I wanted to shed some light on the intricacies involved in implementing this seemingly simple function.

When we set out to develop the Deal Duplicator app, we initially thought it would be straightforward. But as we delved deeper, based on real customer feedback, we encountered numerous considerations:

Line Items: Should they also be duplicated when a Deal is duplicated?
Associations: How should associations with Contacts, Companies, and Tickets be handled?
Engagements: How should Emails, Notes, Tasks, Meetings, and Calls be managed in the duplicated Deal?
Quotes: Should associated Quotes also be duplicated?
Property Values: What happens if a particular property value on the original Deal no longer exists?
Number of Copies: How many duplicates of a Deal should be made?
Naming Sequencing: If multiple duplicates are created, how should the naming convention be managed?
Automation vs. Manual: Should Deals only be manually duplicated, or are there scenarios where automation makes sense?
User Permissions: Who should have the authority to duplicate deals?
Selective Properties: What if not all properties should be duplicated, like Close Date or Owner?

I share this short list not to make excuses but to provide a perspective on the complexities involved. 

While I realize that as the creator of the Deal Duplicator app, my perspective might seem biased, I assure you that our primary goal has always been to address these challenges and provide a solution that makes your HubSpot experience even better.

[04926]

Line Items: Should they also be duplicated when a Deal is duplicated?

yes
Associations: How should associations with Contacts, Companies, and Tickets be handled?

contacts/comppanies yes  tickets optional
Engagements: How should Emails, Notes, Tasks, Meetings, and Calls be managed in the duplicated Deal?

start fresh or 
Quotes: Should associated Quotes also be duplicated?

no, ca be generated quickly from lineitems maybe a price change occured so 
Property Values: What happens if a particular property value on the original Deal no longer exists?

Number of Copies: How many duplicates of a Deal should be made?

one whould be a good start
Naming Sequencing: If multiple duplicates are created, how should the naming convention be managed?

1/x after the deal for the first 2/x snd x/x last 
Automation vs. Manual: Should Deals only be manually duplicated, or are there scenarios where automation makes sense?

both 

automatic in workflow e.g. subscriptions and renewals once a month based on an expiry date set in original deal
User Permissions: Who should have the authority to duplicate deals?

superadmin/team/previous owner 

So we will await the option for cloning deals soon.

[Evans4316]

I think that HBS is over-thinking this. 

I think that HBS should be able to do basic deal duplication...Pre-identify the fields you generally want to be duplicated as part of settings. 

Let the Third-Party Apps do the more complex deal duplication. 

[Glay_Imutan]

Hubspot was able to create features far more complex than deal cloning such as report dashboard. 

Deal Cloning is a fundamental feature that also need improvements over the time. I'm wondering why is this still in planning stage when this feature should have been included in the basics. 

I've also created deal duplicator automation before and it was my first automation app, I have no experience in coding and just use Zapier. Im sure Hubspot can do better. It is one of the most requested feature that should have been in included even in free version. What a huge letdown for Hubspot! This thread runs since 2017 and hay... still no solution other than getting third party app or run it thru workflow. Why can't Hubspot make it simpler for everyone and make a "clone" button. 

[VCheung]

I am at the point that I already prepare myself before searching for a solution on Hubspot, that it most likely has been posted as an idea on the community forums for a few years already but true to Hubspot it probably wont be resolved with a solution.

I do hope one day all the ideas get resolved but it is one of the main reasons why we are looking at other platforms once our contract comes to an end.

I really do love Hubspot but the lack of basic features is just absurd that all mainstream CRM's already have.

[SkeeStylus]

I love the engagement. I think it shows the importance of the potential feature.  I was just trying to share some perspective about why there may not have been movment on this.  I too believe the feature should be native but also share there are alternatives if this existential for your business model.  

[PHURLEY]

I also would like the deal duplicator as part of basic Hubspot features

[ReganRoss]

Dear Hubspot Product Team,

Are there any updates to this issue since last February when it was announced as "In Planning" ??  Can we anticipate it anytime soon? Everytime I have to manually re-create a subscription renewal without being able to click a "Clone" button, I'm reminded to check in on the progress.

[jfd118]

A deal duplicator would be very helpful.   Like others, my use case is managing recurring subscriptions.  When I "close win" the current opportunity, I want to duplicate the deal to create the renewal opportunity.   Once created, I'd likely only change the close date and custom date that I've created and added to all deals. 

It seems the place to put it is in the "Actions" options of a deal. 
Merge
Delete
Duplicate

[jc]

There's a tool that does exactly that: https://ecosystem.hubspot.com/marketplace/apps/productivity/workflow-automation/deal-duplicator-2016...

[PHURLEY]

that is a paid for app......cloning should be a basic feature of hubspot.

[MHenning1]

@jc  the app you recommended requires companies to just send their most valuable sales data to yet another company. Not a good option when it should really just be a standard feature in Hubspot 

[MGriff121]

My Company requires this feature also. This should be easy to implement, I don't believe we should need to create workflows and use 3rd party apps to achieve this.

[MRudlang]

I agree. Being able to easily clone a Deal would be a huge time-saver for the way our company works.

Would be about time to implement this now, as it has been requested since 2017.

[HubsGrowth]

Hey there 

please take a look at our app CloneNer that allows you to duplicate everything for free. (we are looking for a feedback here)

Regards

[MHenning1]

Hi, I don't want a 3rd party functionality, I have already an agreement with Hubspot and do not want to spend the time to source another one / new integration with following security reviews.

I don't want to send my deal data to your company either.

This is a basic function that should just be included in the HubSpot account.

[kirstenmhb]

Waiting for this functionality. We don't want to add 3rd party tools to our Hubspot but we need a way to duplicate deals and copy over information for renewals