)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
HubSpotlacks native deal cloning functionality, especially for cross-pipeline duplication, making it difficult to duplicate deals while maintaining exact stage positioning and all associated data.
You’ll learn how to efficiently clone deals across pipelines while preserving funnel stage integrity and maintaining all deal associations and custom properties.
Efficient deal cloning with stage preservation using Coefficient
Coefficientenables bulk deal cloning operations that preserve exact funnel stage positioning across pipelines. This approach maintains all deal associations and custom property values while supporting various business scenarios requiring deal duplication.
How to make it work
Step 1. Export source deals with comprehensive field selection.
Use Coefficient to import deals from the source pipeline with Deal Name, Pipeline, Deal Stage, Amount, Close Date, Owner, Company, Contact associations, and custom properties. Apply filters to select specific deals for cloning by criteria like owner, date range, or deal value.
Step 2. Prepare clone data with proper modifications.
Duplicate rows in your spreadsheet for each deal to be cloned. Update the Pipeline field to the target pipeline while keeping Deal Stage identical. Modify Deal Name to indicate cloned status (e.g., “Original Deal Name – Clone”) and clear the Deal ID field to ensure new deals are created.
Step 3. Manage associations and properties for cloned deals.
Preserve Company and Contact associations by maintaining those field values. Copy all custom properties to ensure cloned deals have complete context. Update Owner field if clones should be assigned to different sales reps and adjust Close Date if needed for the new pipeline timeline.
Step 4. Execute bulk deal creation with validation.
Use Coefficient’s INSERT export action to create new deals in the target pipeline. The identical stage names ensure deals land in the correct funnel position. Use validation formulas to ensure stage names match between pipelines and preview capabilities to test before bulk creation.
Scale your deal cloning operations
StartThis method enables efficient deal cloning while preserving funnel stage integrity and supporting testing, backup, and parallel tracking scenarios.cloning deals across your pipeline structures today.
