How to duplicate (clone) records with HubSpot

Have you been struggling to duplicate records in HubSpot?

A real frustration has been trying to clone a Deal, that has line items attached - especially when those deals need a lot of specific quantities, discounts and setup for each line item. Copying a Deal would take forever yeah?

Well, HubSpot has just released a (beta) update to HubSpot, that allows you to manually copy Contacts, Companies or Deals - including line items!

For full specifics of what the clone feature allows, jump into your HubSpot portal and click the Basic Record Cloning records update - this will display a screen which gives you the low-down of what will duplicate, and what will not.

How can I clone records in HubSpot?

1. Opt in to Basic Record Cloning (currently in beta) via the Product Updates menu option.
2. Navigate to the record that you want to clone.
3. Choose the Actions > Clone menu item.
4. Choose the options for your clone.
5. Hey presto! You're finished.

FAQs: Answers to your HubSpot record duplication questions

Can you duplicate records in HubSpot Workflows?

Not yet. We recommend using a third party tool to do this, e.g. https://www.4crms.com/blog/duplicate-hubspot-deals-contacts. 

Can you duplicate records using the HubSpot API?

At the time of writing this is not possible. The best way to clone a record using the HubSpot API is to pull all details of the record via JSON (including each association as a separate JSON), then creating a new record and injecting the JSON data into the new record. You'll need to create each association via a separate API call.