How to Clone CRM Records in Hubspot

Cloning CRM records in Hubspot is a fast way to create new contacts, companies, deals, tickets, and custom object records without re-entering the same information. By copying an existing record, you can preserve key details and then adjust only what is unique, saving time and reducing data-entry errors.

This guide explains exactly how cloning works for each object type, what is copied, what is excluded, and how to avoid surprises when you create duplicates.

Understanding Cloning in Hubspot

Before you start, it is important to understand what cloning a record actually does inside the Hubspot CRM.

Cloning creates a new record based on an existing one.
Most core property values are copied to the new record.
Certain identifiers, system fields, and related data are intentionally not copied.
You can then edit the new record independently from the original.

Cloning is especially helpful when you have many similar records, such as repeated deals with the same company, similar tickets, or contact records that share the same company and lifecycle details.

How to Clone a Contact Record in Hubspot

Use cloning to quickly spin up a new contact while reusing relevant information from an existing one.

Steps to Clone a Contact

In your account, navigate to Contacts > Contacts.
Search for and click the contact you want to copy.
In the upper left corner of the record, click the Actions dropdown.
Select Clone.
In the cloning panel, review the copied properties and edit anything that should be unique, such as email address or name.
Click Create to generate the new contact record.

What Is Copied for Contacts

When you clone a contact in Hubspot, most standard and custom properties on the contact are copied. Common examples include:

First name and last name (you can update these before saving).
Phone numbers.
Lifecycle stage and lead status.
Associated company and related deals or tickets, depending on your configuration.

Engagement history, email subscription status, and analytics data are not duplicated. The new contact begins with its own unique activity timeline.

How to Clone a Company Record in Hubspot

Cloning a company record is helpful when you manage multiple related business entities or branches that share similar data.

Steps to Clone a Company

Go to Contacts > Companies.
Open the company record you want to duplicate.
Click Actions in the upper left of the record.
Choose Clone from the dropdown menu.
Review the pre-filled company properties in the side panel.
Adjust fields like company name, domain, and any details that must be unique.
Click Create to finish cloning.

What Is Copied for Companies

The following property types are typically copied to the new company in Hubspot:

Address and location information.
Industry, number of employees, and other firmographic data.
Owner assignment and lifecycle information.

Historical activities, logged calls, emails, and existing analytics do not transfer to the cloned record.

How to Clone a Deal in Hubspot

Many teams repeatedly create similar opportunities. Cloning deals in Hubspot lets you reuse structure while customizing only what changes for each sale.

Steps to Clone a Deal

Navigate to Sales > Deals.
Click the deal you want to copy.
In the upper left, click Actions.
Select Clone.
In the cloning dialog, confirm the pipeline and stage for the new deal.
Update properties such as deal name, amount, close date, and any deal-specific fields.
Click Create to generate the new deal.

What Is Copied for Deals

When you clone a deal record in Hubspot, these property values are commonly copied:

Pipeline and stage (which you can change at creation time).
Deal owner and team assignments.
Associated company and contact relationships, if desired.

Past notes, logged activities, and email threads are not cloned, ensuring the new deal has its own independent engagement history.

How to Clone a Ticket in Hubspot

Support teams often receive recurring requests. Cloning tickets in Hubspot allows agents to reuse standard property values for similar issues.

Steps to Clone a Ticket

Go to Service > Tickets.
Open the ticket that you want to duplicate.
Click the Actions menu near the top of the ticket record.
Choose Clone.
Review the cloned ticket properties, including pipeline and status.
Update fields like ticket name, description, and priority as needed.
Click Create to add the new ticket.

What Is Copied for Tickets

When you clone a ticket in Hubspot, most ticket properties are carried over, such as:

Ticket pipeline and status.
Owner or team assignment.
Category and subcategory fields.

Past conversations, emails, and activity logs are not included in the duplicate ticket. The new ticket starts with a clean timeline.

How to Clone a Custom Object Record in Hubspot

If your CRM setup includes custom objects, you can also clone those records in Hubspot to accelerate data entry for complex business entities.

Steps to Clone a Custom Object Record

Open the custom object index page from your CRM navigation.
Select the specific record you want to copy.
Click Actions at the top left of the record.
Choose Clone from the dropdown.
In the cloning panel, confirm the copied properties.
Edit any custom fields that should be unique to the new record.
Click Create to finish the process.

What Is Copied for Custom Objects

Property values configured on the custom object are copied to the new record. However, as with other records, engagement history and most system-driven analytics are not duplicated.

What Is Not Cloned in Hubspot Records

Regardless of the object type, certain data is generally excluded when you clone records in Hubspot. This helps maintain clean analytics and avoids confusion.

Unique identifiers such as record IDs.
Time-based system properties (create date, last modified date).
Interaction history including logged calls, emails, meetings, and tasks.
Workflow enrollment status and automation logs.
Analytics and reporting metrics tied to the original record.

The cloned record is effectively a fresh entity, prefilled with useful property data but with its own unique lifecycle.

Best Practices for Cloning in Hubspot

To keep your CRM organized and accurate, follow these practical tips when using the clone feature in Hubspot.

Review Key Properties Before Saving

Always confirm unique identifiers such as email address, company domain, or custom keys.
Check owner assignments to ensure new records go to the correct user or team.
Verify pipeline, stage, and status so reporting remains accurate.

Avoid Duplicates in Critical Objects

For objects like contacts and companies, accidental duplicates can affect reporting and automation. Consider enabling duplicate management tools or periodic data-cleansing routines to keep records clean.

Use Cloning with Automation Carefully

Newly cloned records in Hubspot can trigger workflows, sequences, and other automation. Confirm which workflows might enroll new records so you do not unintentionally send emails or update properties.

Where to Learn More About Cloning in Hubspot

For the most detailed, up-to-date information about what is copied for each object, refer to the official documentation on cloning records in Hubspot. You can access it here: Hubspot record cloning documentation.

If you need strategic help implementing CRM processes, automation, or data architecture, consider working with a specialist. The team at Consultevo helps businesses design scalable systems and optimize their use of Hubspot and other tools.

By following the steps and recommendations in this guide, you can confidently clone CRM records in Hubspot, speed up data entry, and maintain a clean, reliable database for your sales, marketing, and service teams.

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