Pipeline Cloning

What is it?

Admin users can now clone existing pipelines across any CRM object that supports multiple pipelines—including Deals, Tickets, Leads, Custom Objects, Services, and more. This saves time, reduces setup errors, and helps teams scale their processes more efficiently.

Why does it matter?

Previously, admins had to manually recreate pipelines from scratch, even when only slight variations were needed. This was time-consuming and error-prone—especially for growing teams or partners managing multiple brands, regions, or business units.

With pipeline cloning, you can:

• Create new pipelines faster
• Maintain consistency across teams
• Reduce manual configuration and setup effort

How does it work?

• Navigate to the Pipeline Settings of the object you're working in (e.g., Deals, Tickets).
• Click Create pipeline, then select Clone from existing.
• Select the pipeline you want to clone.
• Any pipeline features that are enabled for the selected pipeline will be automatically checked. You can unselect any you don't want to copy.
• Give your new pipeline a name.
• Click to confirm.

Once confirmed, a new pipeline will be created, with your selected configurations copied over. From there, you can make any further adjustments to meet your team's specific needs. Note: Custom pipeline workflows are not currently available for cloning.

Who gets it?

Professional Customer Platform, Enterprise Customer Platform, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise