Deal ManagementEasy30 seconds
How to Clone a Deal in HubSpot
Learn how to duplicate deal records in HubSpot. Save time by copying existing deals for similar opportunities.
The HubSpot Way
Multiple clicks through menus and forms:
Open deal → Actions → Clone → Edit details → Save
⏱️ Takes 2-5 minutes + context switching
The Shabe Way
Just type what you need:
"Clone the Acme deal for their west coast division"
⚡ Instant results in seconds
When to Clone Deals
Common scenarios:
- Multi-location deals - same company, different sites
- Renewal opportunities - similar to original
- Similar prospects - same industry/size
- Multiple products - separate deal tracking
The Traditional HubSpot Way
- Open the deal
- Click Actions → Clone
- Edit cloned deal details
- Change deal name
- Update company/contacts
- Adjust amount if needed
- Save
The Shabe Way
"Clone the Acme deal for their west coast division"
Shabe duplicates and updates the new deal.
Query Examples
"Copy the BigCo deal for their EMEA region"
"Duplicate TechCorp deal with same products"
"Clone deal #12345 and assign to Sarah"
"Create renewal deal based on current contract"
What Gets Copied
Typically cloned:
- Deal properties (amount, close date, stage)
- Products/line items
- Custom fields
- Deal owner
NOT copied:
- Activities/notes
- Associated contacts (unless specified)
- Timeline history
Batch Cloning
"Clone all my closed-won deals as renewal opportunities"
"Duplicate Q4 deals for Q1 planning"
Get Started
Connect HubSpot to Shabe for fast deal cloning.
Stop Clicking. Start Talking.
Try Shabe free for 7 days. Connect your HubSpot account and experience the difference.