HubSpot - How to Clone a Deal
- George Apostolov
HubSpot - How to Clone a Deal: step-by-step guide
Navigate to the Marketplace icon on the top right.
Select App Marketplace from the dropdown.
Search for “CloneNer” on the search bar.
And install the app.
Choose the Account where you want it to function.
And click on the Connect app button.
Locate the deal you want to copy.(CRM > Deals)
Click on the deal to get a detailed view.
Scroll down on the right column and find the CloneNer app.
Click on the Duplicate Deal to begin duplication.
Add or edit any additional properties to the deal you want and hit the Clone Deal button.
You will see the success prompt once the deal is cloned successfully.
Quick answer: To clone a deal in HubSpot, install the CloneNer app from the App Marketplace, select your account, and connect it. Next, open the desired deal, locate the CloneNer app in the right column, click Duplicate Deal, edit properties as needed, and hit Clone Deal to finish.
About this HubSpot tutorial
Copy deals efficiently in HubSpot by installing the CloneNer app from the marketplace, selecting your account, and duplicating the deal details. This guide covers hubSpot - How to Clone a Deal in 12 steps, starting with "Navigate to the Marketplace icon on the top right" and finishing with "You will see the success prompt once the deal is cloned successfully". The interactive demo above is a click-through copy of the real HubSpot interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does hubSpot - How to Clone a Deal take?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your HubSpot data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under HubSpot. Related guides: HubSpot - How to Connect Facebook Leads to HubSpot, HubSpot - How to Connect Google Ads to HubSpot and HubSpot - How to Connect Google Analytics to HubSpot. Last reviewed 05 Oct 2026.
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