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.
Yes, times the dozens of hours spent not having this!!!
I have a workflow to clean up typos made when entering a State. This means I have 50+ branches (including Canadian Provinces) and each of those branches has a filter for State equals PA, PA. P.A., Pensylvania, Pennslivania, Pennsilvania, Penn, Penns, and so on for as many typos as you can think of. I have to then repeat this process for every state and every province.
Currently, this workflow exists on my Contacts object and, as you can imagine, took a lot of time to create and set up. I now have this issue on my Companies object and need to clean up the states, but I’m not able to duplicate this workflow, despite EVERYTHING in it being set up identically.
I’m not going to have to spend hours recreating a workflow that already exists because I’m not able to just copy it and keep moving.
I’ve encounted this in NUMEROUS situations and chat support just keeps telling me to post in the Ideas Forum, where the issue can continue to be ignored.
SO, I’m posting here, and I’m posting in the following threads:
I will comment and upvote on all related threads and recommend you do so as well to reenforce to HubSpot how serious the need for something like this is.
I waste a lot of time doing and re-doing things that HubSpot should support me on instead of forcing me to waste valuable work day hours. No one at my company is happy with the fact that I am spending so much time doing menial work that a platform as “advanced” as HubSpot should be able to facilitate.
I would wager spending more time on QOL updates for existing customers rather than developing and pushing new AI features would be a more worthwhile venture, but I imagine that won’t make as much money so existing customers with issues will continue to be ignored.