How to Clone a Deal in HubSpot

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HubSpot doesn't offer a built-in "clone" feature for deals. You either need to use 3rd party apps or you will have to use a manual duplication which would be cumbersome and error prone.

We will take the 3rd party approach and install the CloneNer app (you can also try Deal Duplicator or Clone attack for the same effect) 

1. In your HubSpot account, Navigate to the Marketplace icon on the top right and select App Marketplace from the dropdown.
2. Search for “CloneNer” on the search bar and install the app.
3. Choose the Account where you want it to function.
4. And click on the Connect app button.
5. Now we can duplicate the deal using this 3rd party app.
6. Locate the deal (CRM > Deals) you want to copy and click on it.
7. Scroll down on the right column and find the CloneNer app.
8. Click on the Duplicate Deal to begin duplication.
9. Add or edit any additional properties to the deal you want and hit the Clone Deal button.