In the event that HubSpot is your chosen customer relationship management (CRM) platform, there may arise a need to replicate a deal. This can prove useful in situations where you want to create a similar deal without having to manually input all the information. Regrettably, HubSpot does not presently offer a built-in option to duplicate deals. Yet, there is a workaround that enables you to do so. This blog post will walk you through the necessary steps.
Step 1: Create a New Deal
First things first, you need to create a new deal. To do this, navigate to the “Deals” tab on your HubSpot dashboard. Click on the “Create deal” button located at the top right corner of the page.
Step 2: Copy Data from Existing Deal
Next, go to the deal you want to duplicate. Open it, and then copy all the data from the various fields. This includes the deal name, amount, close date, deal stage, attached contacts/companies, and any other relevant information.
Step 3: Paste Data into New Deal
Now go back to the new deal you created. Paste the copied data into the respective fields. Ensure all information is correctly filled out.
Step 4: Save the New Deal
Once you’ve filled out all the necessary information, click on the Save button to save your new deal. You have now successfully duplicated your deal in HubSpot!
Using 3rd Party Integration Tool
If you do this often, it may be beneficial to explore third-party tools that integrate with HubSpot to automate this process. For instance, some users use Clone or Insycle to speed up the process.
Remember, while duplicating a deal, make sure to adjust the deal properties to reflect the correct information for the new deal. Duplicate deals should not simply be carbon copies, but should accurately represent the new business opportunity.
Conclusion
While HubSpot doesn’t have a native feature to clone deals, you can easily duplicate a deal manually or use a third-party tool. We hope this guide helps you save time and increases your productivity. Happy HubSpotting!
