Duplicating workflows but changing the object type

HubSpot Ideas

Status: Delivered

Status history

1

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.

Change object in workflow once workflow created
2

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.

3

+1 much needed as fellow hubspoters admin shared in their use case

4

This would be a great feature that should definitely be added!

6

Hi,

I’m Kenny, a Product Manager for HubSpot’s workflow tool.

I apologize for the delay on this response, but I am pleased to announce that this feature has been Delivered. You can duplicate a workflow in the modern builder, and even ask Breeze to change the object type if you need.

Thank you all for taking the time to submit, vote and comment on this Idea.

Best,

Kenny