Last updated: September 16, 2026
Available with any of the following subscriptions, except where noted:
-
Marketing Hub
Professional, Enterprise
-
Sales Hub
Professional, Enterprise
-
Service Hub
Professional, Enterprise
-
Data Hub
Professional, Enterprise
-
Smart CRM
Professional, Enterprise
Migrate eligible workflows from the workflows tool to the Agent Hub workflow builder. For example, you may want to add actions not available in the workflows tool, such as the Find one associated record to target other associated records.
When migrating your workflows, all triggers and actions will carried over exactly as configured. Learn more about creating workflows in Agent Hub.
Before you get started
Permissions required Super Admin or Workflows permissions are required to migrate workflows to Agent Hub.
- To migrate your workflows from the workflow tool to the Agent Hub workflow builder, you must be opted into the following betas:
- Meet Agent Builder: a new way to build automations
- Migrate your legacy Workflow to Agent Builder
- The option to migrate the workflow will only appear on eligible workflows. If your workflow is not eligible, the Convert to new builder button will not appear.
- Migrating your workflow from the workflows tool to the Agent Hub workflow builder is permanent.
- After migration, it will not be possible to use the workflows tool to review and edit the workflow.
- When migrating your workflows:
- If your workflow is in a published state, it will continue running without interruption.
- Your workflow run history will be retained. However, your workflow's version history will be restarted in the Agent Hub workflow builder. It will not be possible to access previous versions of the workflow.
Migrate your workflow to the Agent Hub workflow builder
- In your HubSpot account, click More, then navigate to Automation > Workflows. If More doesn't appear in your account, navigate to Automation > Workflows directly.
- Click the name of an existing workflow.
- In the top left, click File and select Convert to new builder. If your workflow is not eligible for migration, this option will be greyed out.
- In the dialog box, you can migrate your workflow immediately or review a preview of the workflow before migration:
- To migrate the workflow immediately, click Convert now.
- To preview the migrated workflow, click Preview first. Then, click Convert in the top right.
After migrating your workflow, a Conversion complete message will appear and you'll be automatically redirected to the migrated workflow in the Agent Hub workflow builder.
