# Feature Request: Workflow Templates

**URL:** <https://community.hubspot.com/t/feature-request-workflow-templates/19105>\
**Category:** HubSpot Ideas\
**Tags:** reports, campaigns, workflows, object, marketing-email\
**Created:** [February 27, 2020, 9:40pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105 "2020-02-27T21:40:42Z")\
**Posts on this page:** 11\
**Page:** 1

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**Author:** ![RTMaxwell](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rtmaxwell/32/24900_2.png) [@RTMaxwell](https://community.hubspot.com/u/RTMaxwell)\
**Post date:** [February 27, 2020, 9:40pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/1 "2020-02-27T21:40:42Z")

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The ability to create workflow templates that allow us to quickly assign the information that changes per workflow

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Use Case:

Say you have a workflow that sends an email then performs the same 3-5 things in sequence. This sequence gets added to every single time you send an email. Now we can currently clone workflows. But depending on the complexity of the workflow that can potentially lead to errors, if you don’t change everything properly.

Now before the most recent update, I was allowed to save workflows with missing information. This allowed me to save a Templated email that cannot launch untill all the errors have been dealt with.

I would essentially like the same process that I created on accident as a feature.

The ability to have a workflow template that when instantiated will walk the user through the things that need to be filled out to for the workflow to operate as desired.

TLDR; I want to make workflow templates so easy a caveman can use it.

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**Author:** ![Calebb](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/calebb/32/31851_2.png) [@Calebb](https://community.hubspot.com/u/Calebb)\
**Post date:** [July 12, 2019, 5:41pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/2 "2019-07-12T17:41:50Z")

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I would love to see the HubSpot team put together a recipe page to provide examples on Service ticket-workflow combinations (in general, most popular, widely-used) as well as cross-department workflows that can be automated for beginners and advanced users.

Even with trial and error, working off of these examples provides a baseline to create unique workflows while learning which options are most useful to the individual and understand what they actually do so that we don’t miss out on something that could be valuable.

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**Author:** ![vrneuman](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/vrneuman/32/5740_2.png) [@vrneuman](https://community.hubspot.com/u/vrneuman)\
**Post date:** [July 12, 2019, 6:26pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/3 "2019-07-12T18:26:13Z")

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Hi @Calebb ,

Thank you for providing this feedback! Providing templates for workflows is a relatively new feature (you can find our existing ones under the _Templates_ tab in the workflow creation screen), and I think having a greater variety to choose from is a great idea.

I am going to move this post to our Ideas Forum, where our product team & other customers can interact with it.

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**Author:** ![Calebb](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/calebb/32/31851_2.png) [@Calebb](https://community.hubspot.com/u/Calebb)\
**Post date:** [July 12, 2019, 9:28pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/4 "2019-07-12T21:28:49Z")

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Thank you @vrneuman ! I didn’t notice until after I posted it. [Here’s another one](https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Chat-notifications-and-end-user-leave-chat-option/m-p/280479#M231) as well that should go into new ideas but I posted it in tips and tricks without thinking.

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**Author:** ![bsm007](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/bsm007/32/180264_2.png) [@bsm007](https://community.hubspot.com/u/bsm007)\
**Post date:** [June 8, 2021, 3:23pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/5 "2021-06-08T15:23:36Z")

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I have been searching for templates as well, especially a Service workflow template.

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**Author:** ![MikeJaramillo](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mikejaramillo/32/21080_2.png) [@MikeJaramillo](https://community.hubspot.com/u/MikeJaramillo)\
**Post date:** [August 13, 2021, 9:23pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/6 "2021-08-13T21:23:30Z")

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Hello All,  
My name is Mike Jaramillo and I’m a Sr. Product Manager on the Automation (Workflows) team here at HubSpot! My team is currently exploring some ideas around templates for workflows and would love to chat more with some Workflows users on this topic.  
Please feel free to get in touch with me either via replying here or feel free to send me an email, if you’d be interested in chatting some more!  
Kind regards,  
Mike Jaramillo  
[mjaramillo@hubspot.com](mailto:mjaramillo@hubspot.com)

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**Author:** ![PMcCarter](https://avatars.discourse-cdn.com/v4/letter/p/cab0a1/32.png) [@PMcCarter](https://community.hubspot.com/u/PMcCarter)\
**Post date:** [November 18, 2021, 3:10pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/7 "2021-11-18T15:10:50Z")

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Hi, Mike.

I want to create workflow templates for blogs, collateral and other content. Do you have examples? Suggestions?

Thanks!

Patricia

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**Author:** ![yayabobi1](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/yayabobi1/32/55302_2.png) [@yayabobi1](https://community.hubspot.com/u/yayabobi1)\
**Post date:** [September 15, 2022, 2:00pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/8 "2022-09-15T14:00:32Z")

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This and being able to add a template I create to the templates library so it can be shared across Hubspot in general and across my various account sin particular

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**Author:** ![KalBhojak](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kalbhojak/32/22400_2.png) [@KalBhojak](https://community.hubspot.com/u/KalBhojak)\
**Post date:** [April 25, 2023, 4:05pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/9 "2023-04-25T16:05:39Z")

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Can HubSpot add an option to be able to add workflows as ‘Templates’ that one can use and refine as needed - similar to import/export. Also, increase the number of workflows that an account holder can generate would help. The current value of ~350 fills up fast with most taking the standard requrement using workflows. Thanks.

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**Author:** ![MBracher](https://avatars.discourse-cdn.com/v4/letter/m/e68b1a/32.png) [@MBracher](https://community.hubspot.com/u/MBracher)\
**Post date:** [December 4, 2023, 10:00pm UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/10 "2023-12-04T22:00:19Z")

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We are also looking for a opportunity to save workflows as templates.

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**Author:** ![RPepin9](https://avatars.discourse-cdn.com/v4/letter/r/e68b1a/32.png) [@RPepin9](https://community.hubspot.com/u/RPepin9)\
**Post date:** [June 26, 2024, 10:35am UTC](https://community.hubspot.com/t/feature-request-workflow-templates/19105/11 "2024-06-26T10:35:08Z")

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It would also be great to have the ability to apply changes to a template to exsiting workflows that are using the template.
