Cloning Simple Automation Workflows Within Marketing Emails
SOLVE
Now that there is the "new" automation tab within marketing emails - it would be helpful to be able to carry those over (or have the option to) when you clone an email.
Right now, I have to recreate every simple workflow I want to have despite them being the exact same (or small variations) of what was on the original email.
It's so much quicker to turn off a simple workflow with the toggle than re-creating the whole workflow each time.
Cloning of these workflows is possible, it does however require a Professional subscription. HubSpot doesn't make all workflow related features available for Starter customers and simple automation (hence the 'simple').
If you're on a Professional subscription or higher, you can find your simple automation workflows under Menu > Automation > Workflows > tab Created in other tools. By hovering over a workflow, you should see a Clone button which allows you to clone the workflow for another email.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Cloning of these workflows is possible, it does however require a Professional subscription. HubSpot doesn't make all workflow related features available for Starter customers and simple automation (hence the 'simple').
If you're on a Professional subscription or higher, you can find your simple automation workflows under Menu > Automation > Workflows > tab Created in other tools. By hovering over a workflow, you should see a Clone button which allows you to clone the workflow for another email.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer