Hi friend,
We have been asking for this for a long time now. Please visit these additional thread ideas to upvote there and leave a comment of support on each of those as well! More activity means more visibility and more likelihood of help from the HS teams.
Here are some additional related threads:
I want to clone a Companies workflow so that I can apply it to Contacts. It was quite an involved workflow (basically setting out all the US state codes and saying if State/Region was in code format, change it to the appropriate non-code format). I want to now do the same with the Contacts’ State/Region fields but there is no option to clone it and then change to Contacts - I’m going to have to recreate the entire thing.
It would save a lot of time and effort if we had the option to change the …
We have a contact workflow that we need to change to a company workflow (only for the enrollment). Would be awesome to be able to do that. In ours, only the enrollment would change (with a few tweeks to some of the flow branches).
Also, it would be beneficial to be able to clone/copy and paste between the contact workflow and the company workflow - again, since they’re basically the same workflows in our use case.
I have an automation where I copy a load of property types from Contact to Deal which took an age to make.
It would be great if I could then duplicate it so I can copy the same properties from Deal to Contact without needing to remake the workflow.