Clone and move workflow actions

After adding actions, you can copy or move them to create workflows more efficiently. This can be especially useful when building out repetitive actions that need only minor adjustments. When building these kinds of workflows, you can also consider using go-to-actions.

For example, you're building a workflow to create deals based on a contact's location. Instead of creating four Create deal actions, you could create one action, clone it three times, and make adjustments.
To clone or move workflow actions:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of a workflow, or create a new workflow.
• Add a new action to the workflow, or locate an existing action you want to clone or move.
• To clone a workflow action:
  • In the action box, click the duplicateClone icon. Then, select from the following options:
    • Clone this action only: clone only the selected action.
    • Clone this action and all following actions: clone the selected action and all following actions. 
  • Choose where the cloned actions will be placed by clicking Place here in the desired location. 
    
  • In the dialog box, click Save

Please note: cloned if/then branches can be placed only at the end points of a workflow.

• To move a workflow action: 
  
  • In the action box, click the move Move icon. Then, select from the following options:
    • Move this action only: move only the selected action
    • Move this action and all following actions: move the selected action and all following actions. 

• • Choose where the selected action will be placed by clicking Place here in the desired location.
  • After moving your action, click Save.