BetaManage workflows in the Agent Hub

After creating a workflow in Agent Hub, you can rename a workflow, or clone a workflow to use as a starting point for a new workflow. If you no longer require a workflow, you can also delete the workflow. If you'd like to retrieve a previous version of a workflow, restore your workflow from the workflow's version history.

Rename a workflow

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. At the top, click the edit edit icon.
5. In the dialog box, enter a new name for your workflow. You can also enter a description for your workflow and what it does.
6. At the bottom, click Save. 

Clone a workflow

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. At the top, click the verticalMenuIcon three vertical dots icon. Then, select Duplicate.
5. In the dialog box, enter a new name for your workflow. 
6. Click Duplicate.
   
   

Review and restore previous version of a workflow

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
   
4. In the top left, click the recentlySelectedIcon version history icon.
5. To restore a previous version of the workflow, hover over the version and click Restore. 
    

Delete a workflow

Permanently delete an workflow from the Agent Hub workflow builder. Deleted workflows from the Agent Hub workflow builder cannot be cloned or restored. 

1. In your HubSpot account, click More, then navigate to Agents > Agent Hub. If More doesn't appear in your account, navigate to Agents > Agent Hub directly.
2. At the top, click the Workflows tab.
3. Click the name of an existing workflow built in the Agent Hub workflow builder.
4. At the top, click the verticalMenuIcon three vertical dots icon. Then, select Delete.
5. In the dialog box, click Delete workflow.