Can I change the workflow type after it's been created?

Last updated: January 23, 2018

Applies to:

Marketing Hub
Professional, Enterprise
Sales Hub
Professional, Enterprise

No. Once a workflow is created and you get to the Actions menu to begin building your workflow, you won't be able to change the type of workflow it is.

There are three choices of workflow types you can choose when you create a workflow:

  • Start from scratch
  • Center on a date
  • Center on a date property

You'll need to create a new workflow if you've already created a workflow with a different type than you want.