Workflows

How do I clone a workflow?

Last updated: December 13, 2016

Available For:

Marketing: Pro, Enterprise
Sales: N/A

Please follow the directions below to clone a workflow:

  • In your HubSpot Marketing account, navigate to Contacts > Workflows.
  • Click the Actions dropdown next to the workflow you'd like to clone.
  • Select Clone.
User-added image
User-added image
  • Enter a name for your cloned workflow and click Submit.

  • You'll now be able to start with a cloned version of the original workflow and make any tweaks as needed before turning the workflow on and beginning to enroll your contacts.

Please note: only the workflow will be cloned. Any emails, lists, or other content linked within the original workflow will not be cloned.