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."

[ReganRoss]

I think there's frustration because in virtually every other CRM it's this simple:
https://youtu.be/APRRXVncmCc

[funinjerusalem]

I agree. It would make the process so much easier.

[funinjerusalem]

I would be happy to test out the process if you need. I create deals each
season and they always need to be duplicated. I would be happy to share my
user experience with you.

[DLezcano1]

I want this feature to be real, and not an app from a thirds party. Please implement this on HubSpot, it's 2024 now and this will help a lot of people.

[Cinnister]

As a Website & Digital Marketing company, many of our deals have both a setup an monthly investment, which need to be tracked separately on a Company / Contact account.  Being able to "clone" or "duplicate" a deal, adjust what needs to be adjusted for the new deal and just saving is a big time saver.  I know this because we use that feature a lot in Salesforce.

[Adriane]

Hey guys, I feel your frustration and would like to share with you an easy solution we've came up with recently. We've actually uncovered a workaround for cloning deals directly in HubSpot: what you'll only need are two short deal workflows and a custom deal property.

That’s the way how it’s done:

1. Firstly, let's tackle setting up the property. Essentially, it needs to mimic HubSpot's default 'Deal Stage' property. Since direct cloning isn't feasible, manual replication is required. Ensure to match the field type (Radio Select) and configure identical values. We'll dub this property 'Auxiliary Deal Stage', and its purpose will become clear shortly.

2. Moving on to the second step: crafting the deal cloning workflow. Set your trigger to capture the deals you wish to clone (e.g., when multiple products are sold). Opt for 'Create Record' as your action, with the 'Type of record to create' being 'Deal'.

At this juncture, it seems like a straightforward 1:1 deal clone is feasible. Theoretically, all deal property values from the original deal can be copied into the new one under 'Add more properties'.

However, the hiccup lies with the 'Deal Pipeline and stage', a mandatory field necessitating manual selection. Given its variability from deal to deal, we find ourselves in a quandary because branch logic couldn’t help us either.

3. Enter the auxiliary property we created in the first step: To circumvent this issue, we take a slight yet effective detour: populating the mandatory 'Deal Pipeline and stage' field with an extra transitional phase, then opting for our auxiliary property through 'Add more properties' to copy the value from 'Deal Stage' into it.

use an auxiliary deal stage to clone workflows

Now, to ensure the cloned deal's 'Deal Stage' also receives the correct value, we must establish a second deal workflow triggered by 'Auxiliary Deal Stage is known'.

Workflow for cloning deals in HubSpot

This additional workflow step is essential because the first workflow cannot perform further actions on the deal clone; it would always reference the originally captured deal. Conversely, the second workflow exclusively captures deal clones due to the presence of the 'Auxiliary Deal Stage' property, unique to the clone.

4. Finally, a last workflow step is needed to finalize the cloning process: copying the value from 'Auxiliary Deal Phase' into 'Deal Pipeline and stage'. Only then will the cloned deal appear in the correct pipeline and stage…and you’re done 😊

It may sound complicated to set up but in fact is quite easy and fully automatic. I hope this workaround helps you out. Feel free to reach out if you have questions!

Best regards,
Adriane

@kajabraun @MaxFesten 

[Adriane]

Hey guys, I feel your frustration and would like to share with you an easy solution we've came up with recently. We've actually uncovered a workaround for cloning deals directly in HubSpot: what you'll only need are two short deal workflows and a custom deal property.

That’s the way how it’s done:

1. Firstly, let's tackle setting up the property. Essentially, it needs to mimic HubSpot's default 'Deal Stage' property. Since direct cloning isn't feasible, manual replication is required. Ensure to match the field type (Radio Select) and configure identical values. We'll dub this property 'Auxiliary Deal Stage', and its purpose will become clear shortly.

2. Moving on to the second step: crafting the deal cloning workflow. Set your trigger to capture the deals you wish to clone (e.g., when multiple products are sold). Opt for 'Create Record' as your action, with the 'Type of record to create' being 'Deal'.

At this juncture, it seems like a straightforward 1:1 deal clone is feasible. Theoretically, all deal property values from the original deal can be copied into the new one under 'Add more properties'.

However, the hiccup lies with the 'Deal Pipeline and stage', a mandatory field necessitating manual selection. Given its variability from deal to deal, we find ourselves in a quandary because branch logic couldn’t help us either.

3. Enter the auxiliary property we created in the first step: To circumvent this issue, we take a slight yet effective detour: populating the mandatory 'Deal Pipeline and stage' field with an extra transitional phase, then opting for our auxiliary property through 'Add more properties' to copy the value from 'Deal Stage' into it.

use an auxiliary deal stage to clone workflows

Now, to ensure the cloned deal's 'Deal Stage' also receives the correct value, we must establish a second deal workflow triggered by 'Auxiliary Deal Stage is known'.

Workflow for cloning deals in HubSpot

This additional workflow step is essential because the first workflow cannot perform further actions on the deal clone; it would always reference the originally captured deal. Conversely, the second workflow exclusively captures deal clones due to the presence of the 'Auxiliary Deal Stage' property, unique to the clone.

4. Finally, a last workflow step is needed to finalize the cloning process: copying the value from 'Auxiliary Deal Phase' into 'Deal Pipeline and stage'. Only then will the cloned deal appear in the correct pipeline and stage…and you’re done 😊

It may sound complicated to set up but in fact is quite easy and fully automatic. I hope this workaround helps you out. Feel free to reach out if you have questions!

Best regards,
Adriane

@kajabraun @MaxFesten 

[KHuds]

It's bonkers this isn't functionality yet. Hubspot get on this. 

[MRudlang]

Hi all, here is a *** workaround *** to automate the process of manually copying deals.

To overcome this missing feature in HubSpot, I created a “clone deal” workflow to automate the duplication of a Deal. It took me around 20 minutes to get this set up and test it.

I first added a custom text property to Deal and use the value “Y” to trigger the Clone workflow. This field was added to a Deal list view which I use for the Cloning process. To trigger the workflow, I change the Clone Deal property to “Y” for each deal to be cloned in the list view, and click Save.

I then created a new workflow to triggers for each of the Deals when the trigger field is set to “Y”.

What the workflow does is to first reset the trigger field, and then simply automating the clone process by creating a new Deal and copying as many/relevant properties you need from the original Deal into the ned clone. Huge time-saver!

Deal name in the cloned Deal is prefixed with “Clone-” to make it easy to identify by filtering for manually adjusting necessary properties that are unique.

Please notify that the Clone seems to inherit a Deal:Deal relationship to its original deal. I have not been able to avoid that, but it has actually helped during debugging - and it can be removed manually.

I hope this helps some of you until HubSpot starts listening to their customers.

[NGuven]

Still no solution for this from @hubspot ???  This should be a basic feature of editing a deal.  not a workaround or third-party plugin???

[PHURLEY]

still nothing.....

[HSpotter2412]

Any updates to this most basic CRM feature? It boggles my mind a company this size does not have basic CRM functions available for it's users. 

[JRobb1]

I would also like the ability to duplicate deals.

[JKohn5]

I set up deals where my customer orders a certain amount when they are low on inventory. I wish I could return to the original deal and hit clone rather than inputing information for a new deal every time.

[Adriane]

hi @AKoury ,  I've devised a simple workaround to clone deals in HubSpot, utilizing just two short workflows. Discover the step-by-step instructions here.

[TLorenzen8]

Hi all,

we have developed exactly that for a german client.

If you need that feel free to reach out as we are able to integrate that with your HubSPot within a couple of days for a monthly fee.
All the best

[Kierstin]

Any update on this?

[DigtalRavey]

Hey Everyone

I think we can help here! 

PREVIEW

I'm super pleased to introduce a tool we've been developing to enhance your HubSpot experience: Object Duplicator.  As we prepare to launch its Alpha version, we're inviting members of this community to try it out, at absolutely no cost.

About Object Duplicator

Object Duplicator is designed to make your workflow smoother by allowing you to duplicate deals effortlessly within HubSpot, saving time and minimizing manual data entry. This can be manually duplicating or through automation logic that you define.

Alpha Release Benefits

• Completely Free: The Alpha version is available to you at no charge. It’s an opportunity to be among the first to explore its capabilities without any commitment.
• Influence Development: Your feedback will be instrumental in refining Object Duplicator, ensuring it truly meets the needs of HubSpot users.
• Exclusive Pricing: As a token of our appreciation, Alpha participants will be eligible for a reduced subscription rate for at least the next 12 months.

Who Should Join?

This is an invitation to any HubSpot user looking to enhance their efficiency and contribute to the creation of a tool that addresses real user needs like this. Your feedback can make a significant difference.

Join Us

To take advantage of the Alpha release and help shape the future of Object Duplicator, sign up for free at https://objectduplicator.com/.

If you have any questions or would like to discuss further, please let me know.

Many Thanks
Dave

[Stacey_Davis]

Hey @cfleishman ! It's still relevant issue, so I decided to leave my personal recommendation - CloneNer app that duplicate deals, tickets, contacts, or even companies. It preserves all associations, including line items, related elements. So, you can try it out...25 clones are free at first.

Best regards! Hope it's helpful!

[Stacey_Davis]

Hi @esundance and HubSpot community! I guess, I know great solution to this issue...It's possible to duplicate Deals, and not only Deals, but also Contacts, Companies, Tickets etc. preserving all associations with CloneNer app. You can find it at HubSpot App marketplace and try 25 clones for free.

Best regards, guys!