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."

[cfleishman]

Hey HubSpot Community,
Here to share an un-fun update. We explored Cloning Deals in the second half of 2023 but are not ready to execute yet. Projects like this seem easy on the surface, but both technical and customer experience implications really matter. We're committed to providing the best experience, and sometimes that means taking extra time to do so. I know this is still a pressing need, and plan to make strides this year. In the meantime, as folks on this thread have mentioned, either using a workflow or an app like Deal Duplicator are your, admittedly not perfect, best options.
-Maggie

[cfleishman]

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

[cfleishman]

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.

[cfleishman]

Hello HubSpot Community, 

Thank you all for your incredible patience. We reckon an update is warranted. 

Unfortunately, this idea remains unplanned. The team is currently planning some really valuable, high-impact features (e.g. team goals, deal overlays, color coding the deals board) that fall higher on the priority list. We can't take this on. But we understand the need and see the value in a cloning feature. 

Fortunately, there's a workaround. You can use workflows to create a new deal and copy data from the existing deal. 

Thank you for making HubSpot CRM a better tool. 

[cfleishman]

Hello HubSpot community,

Thank you for your continued feedack here. I wanted to provide an update on the status of this idea. Cloning a deal is absolutely on a list of things we’d like to do. However, the list is long and time and resources are limited, so building this functionality is ultimately a question of priorities, and this is a lower priority compared to some of the other things we’re working on right now. We're continuing to keep an eye on the use cases provided in this idea and are always re-evaluating our top priorities, I'll be sure to update this thread when this is a more near-term priority. 

- Dylan 

[cfleishman]

Hello HubSpot community, 

Thank you for your continued input on this idea. As I mentioned in a previous post, saving reps time is squarely in the realm of things we are thinking about on the HubSpot Product Team. 

To help us continue to deliver a product that helps your business grow better, could you answer this 3 question (only 1 required) survey about your detailed needs for cloning deals? 

Thank you in advance! 

[MSAPMG]

Totally agree - it is  a major problem  not to have this- plesae get on this asap

[mfinocchiaro]

We need this feature desperately! 

[simonb]

This is a great idea and I need it asap.

[Martaing]

Yes we need it ! Especially after a poor migration

[tarah]

Yes, need this ASAP.  

[ahmedawan]

We need this feature ASAP please. 

[martin_cardiff]

Agree with the earlier comments that this would be a useful feature

[duncanf]

We also need this asap - havign to manage closing of different deals and looking in two placers for detail is not sustainable

[jessicaking]

Our previous CRM did this and I feel like they were much more basic that HubSpot. HubSpot needs this operation and it would be valuable to many companies not just our's.

[esundance]

I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.

[Trumeter]

Hey there esundance, yes you can do this by setting up a workflow. If you do with a workflow, you just have to monitor a field on the Deal (so perhaps you have another workflow that sets a value in a certain field when the contract is up), and then the workflow action step can be to create a Deal.

[Anonymous]

Hey @esundance unless you are also using Marketing Pro or Enterprise, @Trumeter's solution won't be available to you. 

At this time, Sales Pro does not allow you to duplicate deal records. 

Could you tell us what your use case is here? There might be a different approach to acheiving your goal. 

[A2Ben]

I have a use case for this - we establish 3 or 6 month contracts with our clients. Near the end of each contract we inquire about the possibility of extending for another 3 or 6 months. The new deal is almost identical to the old one (i.e. the description, contacts, etc, is pretty much the same) with the only real difference being a different close date.

So, it would be nice to be able to just take the current deal and hit a button to 'duplicate' it.

Thanks!

[esundance]

Hi @Anonymous,

I don't require long-term contracts so my work is on a month-to-month basis. Having the ability to just press a "Duplicate" button would be nice.

[Anonymous]

Hey @A2Ben I'd definitely reccommend posting the above to the Ideas Exchange if you haven't already - this is something we can all then vote on 🙂

[A2Ben]

Will do. Thanks!

[davidjinn]

did the guys from Hubspot say something about this?
Any answers?

So much need it!!!

[Karri]

This should be a basic feature. 

[alexfaust]

Yes please, we need this!

[mhsales]

plus one - this is essential.