# Ability to copy workflows between clients **URL:** \ **Category:** HubSpot Ideas\ **Tags:** workflows\ **Created:** [January 28, 2019, 6:08pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490 "2019-01-28T18:08:42Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![HubSpotMaster](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hubspotmaster/32/31853_2.png) [@HubSpotMaster](https://community.hubspot.com/u/HubSpotMaster)\ **Post date:** [January 28, 2019, 6:08pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/1 "2019-01-28T18:08:42Z")
_Please implement a copying function for workflows that’s similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we’ve built from one client portal to another. Currently, we have to rebuild all of the logic and conditions for each client. Thank you!_ ---
**Author:** ![RobertCalise](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/robertcalise/32/98997_2.png) [@RobertCalise](https://community.hubspot.com/u/RobertCalise)\ **Post date:** [September 5, 2019, 11:11am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/2 "2019-09-05T11:11:08Z")
+1 for this. It would be incredibly useful for partners and additional use cases, such as clients with multiple HubSpot portals (i.e., multiple brands under a single parent who want to share the same set of workflows.) ---
**Author:** ![ridingforlife](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ridingforlife/32/29572_2.png) [@ridingforlife](https://community.hubspot.com/u/ridingforlife)\ **Post date:** [October 29, 2019, 10:43pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/3 "2019-10-29T22:43:24Z")
+1 This would be very helpful for cloning between production and test/development portals. It would be better than having to manually rebuild, which takes a lot more time and is prone to error. ---
**Author:** ![Mike\_Eastwood](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mike_eastwood/32/70075_2.png) [@Mike\_Eastwood](https://community.hubspot.com/u/Mike_Eastwood)\ **Post date:** [November 28, 2019, 10:06pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/4 "2019-11-28T22:06:24Z")
Hey Adam, did you find any solutions? We could use a similar tool. Mike ---
**Author:** ![attractandclose](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/attractandclose/32/28756_2.png) [@attractandclose](https://community.hubspot.com/u/attractandclose)\ **Post date:** [February 3, 2020, 10:17pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/5 "2020-02-03T22:17:55Z")
Seems like this should already be a key feature. This is heavily used by ActiveCampaign users. It would save us a ton of time as well. ---
**Author:** ![HubSpotMaster](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/hubspotmaster/32/31853_2.png) [@HubSpotMaster](https://community.hubspot.com/u/HubSpotMaster)\ **Post date:** [March 12, 2020, 3:39pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/6 "2020-03-12T15:39:46Z")
[@Mike\_Eastwood](https://community.hubspot.com/t5/user/viewprofilepage/user-id/9259) - [HubSpot Marketplace](https://app.hubspot.com/ecosystem/2510647/marketplace/apps/productivity/project-management/hubspot-portal-replicator-203066) There is a new Portal Replicator by LeadsRuptive. I haven’t tested this yet however know Walter and he’s a guru. ---
**Author:** ![Mike\_Eastwood](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mike_eastwood/32/70075_2.png) [@Mike\_Eastwood](https://community.hubspot.com/u/Mike_Eastwood)\ **Post date:** [March 12, 2020, 7:17pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/7 "2020-03-12T19:17:06Z")
Thank you @HubSpotMaster We looked at building something like this and thought it would take us way too long! Nice work Walter! Mike ---
**Author:** ![advance512](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/advance512/32/34870_2.png) [@advance512](https://community.hubspot.com/u/advance512)\ **Post date:** [May 5, 2020, 3:21pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/8 "2020-05-05T15:21:29Z")
+1. Right now, Hubspot is woefully unfriendly when it comes to having production, staging and development environments. ---
**Author:** ![Innvio](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/innvio/32/71420_2.png) [@Innvio](https://community.hubspot.com/u/Innvio)\ **Post date:** [July 2, 2020, 1:18am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/9 "2020-07-02T01:18:29Z")
This is far overdue, let’s get it together and get this in place asap! ---
**Author:** ![mikedupuy](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mikedupuy/32/78789_2.png) [@mikedupuy](https://community.hubspot.com/u/mikedupuy)\ **Post date:** [September 10, 2020, 7:10pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/10 "2020-09-10T19:10:00Z")
+1 As a Solutions Partner that does a lot of initial onboarding, many of the basic workflows for my clients are similar. Would love to be able to copy between portals. Another option that would be awesome is to allow me to copy workflows and custom properties that I build out in my demo portal (for testing purposes) to client portals. Right now, I’m spending hours rebuilding workflows just because of the complexity of if/then branching multiple times over and over. This would be a huge win for anyone managing multiple clients or portals. ---
**Author:** ![ENG-385](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/eng-385/32/99678_2.png) [@ENG-385](https://community.hubspot.com/u/ENG-385)\ **Post date:** [September 16, 2020, 10:44pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/11 "2020-09-16T22:44:11Z")
This feature would be amazing! Does anyone know if it can be done between dev and live portals for the same client? So set up and test in dev, migrate to live…? ---
**Author:** ![jtremblay](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jtremblay/32/59953_2.png) [@jtremblay](https://community.hubspot.com/u/jtremblay)\ **Post date:** [October 22, 2020, 12:20am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/12 "2020-10-22T00:20:40Z")
Hey Everyone, I’m Group Product Manager for our Automation Group here at HubSpot. Thank you for all your feedback here. While we don’t currently have anything planned here, we will update this thread as we learn more & if our plans change. Best, Jesse ---
**Author:** ![chrispower](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chrispower/32/13521_2.png) [@chrispower](https://community.hubspot.com/u/chrispower)\ **Post date:** [March 5, 2021, 4:28am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/13 "2021-03-05T04:28:41Z")
+1 Being able to build a workflow in a dev/test account then deploy it to a production account would be really useful. The only options at the moment are to manually recreate the workflow in the production account, or build and test it in production. Neither of these are acceptable. ---
**Author:** ![PTaghizadeh](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ptaghizadeh/32/45051_2.png) [@PTaghizadeh](https://community.hubspot.com/u/PTaghizadeh)\ **Post date:** [April 28, 2021, 2:51pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/14 "2021-04-28T14:51:57Z")
+1 for this. Would be extremely useful ---
**Author:** ![AConcepcion](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/aconcepcion/32/2490_2.png) [@AConcepcion](https://community.hubspot.com/u/AConcepcion)\ **Post date:** [April 29, 2021, 1:14am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/15 "2021-04-29T01:14:21Z")
Also looking for this one! ---
**Author:** ![Jindrich](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jindrich/32/31637_2.png) [@Jindrich](https://community.hubspot.com/u/Jindrich)\ **Post date:** [April 29, 2021, 5:02am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/16 "2021-04-29T05:02:15Z")
This is a core feature that will allow us to move approved template designs between dev and live portal. +1 ---
**Author:** ![mringelberg](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mringelberg/32/3970_2.png) [@mringelberg](https://community.hubspot.com/u/mringelberg)\ **Post date:** [June 17, 2021, 12:50am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/17 "2021-06-17T00:50:51Z")
I would love to be able to duplicate workflows from client to client. It sure would make our life easier! ---
**Author:** ![Will44](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/will44/32/75413_2.png) [@Will44](https://community.hubspot.com/u/Will44)\ **Post date:** [June 21, 2021, 10:13am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/18 "2021-06-21T10:13:29Z")
Yes please, this would be great! To be able to copy workflows from development account (where tested) to live would be amazing. This would reduce the transcription errors which can result from manually re-creating a template! ---
**Author:** ![ESPete](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/espete/32/104913_2.png) [@ESPete](https://community.hubspot.com/u/ESPete)\ **Post date:** [August 17, 2021, 12:25pm UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/19 "2021-08-17T12:25:47Z")
+1 Quoting @mikedupuy , as I am in the exact same situation. We would basically be able to free up 1-2 FTEs by having this oppurtunity. "As a Solutions Partner that does a lot of initial onboarding, many of the basic workflows for my clients are similar. Would love to be able to copy between portals. Another option that would be awesome is to allow me to copy workflows and custom properties that I build out in my demo portal (for testing purposes) to client portals. Right now, I’m spending hours rebuilding workflows just because of the complexity of if/then branching multiple times over and over. This would be a huge win for anyone managing multiple clients or portals." ---
**Author:** ![ChrisChiha](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/chrischiha/32/90510_2.png) [@ChrisChiha](https://community.hubspot.com/u/ChrisChiha)\ **Post date:** [November 9, 2021, 8:41am UTC](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490/20 "2021-11-09T08:41:24Z")
+1 I know it has been almost 3 years since this query was posted, but is would facilitate our lives big time. We spend a lot of time copying and recreating stuff between different environments, this would be a life changer for me. [Next page](https://community.hubspot.com/t/ability-to-copy-workflows-between-clients/12490.md?page=2)