How to change conversation based workflows to contact based ?
SOLVE
We have setup the workflow for conversation based by mistake. And now we wanted to change the conversation based workflow to contact based ? Is there any way to do that ?
This is unfortunately not possible. Once created, a workflow type cannot be changed. You would have to start from scratch, choose the correct workflow type, and re-create the workflow actions one by one.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Can we clone the actions only that are linked to the conversation-based workflow! so after create a new contact-based workflow i would use those actions there ?
How to change conversation based workflows to contact based ?
SOLVE
@AliFawadHassan unfortunately not, no. Actions can only be copied between workflows of the same type. As I mentioned, you will have to start from scratch.
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
This is unfortunately not possible. Once created, a workflow type cannot be changed. You would have to start from scratch, choose the correct workflow type, and re-create the workflow actions one by one.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer