Workflows

Clone and move workflow actions

Last updated: October 13, 2020

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

After creating an action in a workflow, you can clone or move it to more efficiently build and update your automation. This can be especially useful when building out repetitive actions that need only minor adjustments.

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

workflow-clone-action-exampleTo clone or move a workflow action:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a workflow, or create a new workflow.
  • Add a new action to the workflow, or locate an existing action that you want to clone or move.
  • Next to the action, click Actions.
    • To clone the action, select Clone. This will copy the action from one place to another.
    • To move the action, select Move. This will move the action from one location to another.

      workflow-clone-or-move-action
  • Choose where the action will be placed by clicking Place here in the desired location. workflow-clone-action

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

  • Confirm the placement by clicking Save