How to Create a Mirror Pipeline in HubSpot Without Losing Data

For Revenue Operations (RevOps) leaders and HubSpot Administrators, managing a growing business often means segmenting your sales process. Whether you’re launching into a new region, separating channels (for example, Direct vs. Partner), or setting up a testing environment for new sales methodologies, you often need a complete mirror of an existing sales pipeline.

The challenge is simple: How do you duplicate the structure of a pipeline without painstakingly recreating every stage and property, and how do you migrate or test actual deal data without disrupting your active production environment?

This guide breaks down the practical, high-productivity steps to create an exact replica of a HubSpot pipeline while maintaining crucial data integrity.

Step 1: Duplicating the Pipeline Structure (The Foundation)

Recreating the pipeline stages and their associated properties manually is a significant time sink and invites error. HubSpot thankfully streamlines the creation of the shell.

Action: Clone the Pipeline

1. Navigate to Settings > Objects > Deals.

2. Select the Pipelines tab.

3. Click the "Actions" dropdown next to the pipeline you wish to copy.

4. Select "Clone Pipeline."

5. Rename the new pipeline immediately ("APAC Sales Pipeline" or "Q3 Methodology Test", for example).

Productivity Win: Cloning copies all of the core structure, including the stage names, order, internal stage ID names, and any associated probability percentages. This is a massive time-saving in configuration and standardization.

Step 2: Mapping Custom Properties (Ensuring Data Continuity)

While the pipeline stages are cloned, you must verify that any Deal Stage Properties—the custom fields that appear when a deal enters or exits a specific stage—are also correctly configured.

Action: Audit and Assign Stage Properties

1. In the new cloned pipeline, navigate to a specific stage (for example, "Qualification").

2. Click "Edit Stage."

3. Review the "Set/update properties when this stage is selected" section.

4. Ensure that all necessary custom properties (fields like "Initial Budget Confirmed Date," "Required Product Line", etc.) that were configured in the original pipeline are also required or displayed in the corresponding stages of the mirror pipeline.

RevOps Focus: This step is crucial for compliance and automated processes. If a required property is missing, workflows or integrations that depend on that data will fail, leading to data loss or workflow errors when migrating deals.

Step 3: Populating the Mirror with Test Data (The Critical Step)

This is where many Admins face friction: testing the new pipeline's logic (things like workflows, reporting, stage property dependencies) requires real data, but manually creating 50 test deals is not productive.

The solution is to use a dedicated tool like Deal Duplicator to move a clean set of data from the original pipeline into the mirror pipeline.

Action: Automated Deal Migration for Testing

Instead of manually exporting/importing or cloning one-by-one, you can use a controlled, automated method:

1. Identify Test Deals: Select a small, representative sample of existing Closed Won or Closed Lost deals from your original pipeline (these are ideal as they don't interfere with your current active sales efforts).

2. Use Deal Duplicator (Manual or Workflow):

   1. Manual: Clone the selected deals using the app's manual function, and when cloning, simply assign the new deal to the Mirror Pipeline created in Step 1.

   2. Automated (Pro Version): Create a temporary, tightly-scoped HubSpot Workflow triggered only by a specific internal property (something like"Test Pipeline Flag" = True). The workflow uses the Deal Duplicator action to clone the deal, ensuring the cloned deal is placed directly into the Mirror Pipeline.

Productivity Win: You instantly populate the new pipeline with complete, non-active data. This allows you to rigorously test:

• Reporting accuracy and filters.

• Deal assignment rules.

• Stage-specific task creation and email automation.

Step 4: Updating Workflows and Reporting

The final, often overlooked step is telling the rest of your HubSpot ecosystem about the new pipeline.

Action: Adjust Workflows and Reports

1. Workflows: Review all active deal-based workflows that reference the Original Pipeline. If the workflow should apply to the new mirror pipeline (a standard internal notification workflow, for example), update the Enrollment Trigger to include the new pipeline. If the workflow is specific (something like regional logic), create a dedicated copy of that workflow for the new pipeline.

2. Reports and Dashboards: Update your sales reporting dashboards. If a report was previously filtered for "Pipeline = Original Sales," duplicate that report and update the filter to include "Pipeline = Mirror Pipeline" (or filter only by the new pipeline).

RevOps Focus: Never assume a workflow or report will automatically recognize a new pipeline. Explicitly updating these elements prevents data from being missed in reports and ensures the right automations fire at the right time.

By following these steps, you maintain standardization through cloning, ensure data integrity through property mapping, and achieve unprecedented speed in populating a testing or production environment using automated duplication. This allows your team to maintain peak productivity without risking errors in your core CRM data.