Please implement a copying function for workflows that's similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we've built from one client portal to another. Currently, we have to rebuild all of the logic and conditions for each client. Thank you!
Hi everyone! I'm a Program Manager on the CXM Team, and I'm excited to share that the ability to copy workflows between accounts is in development. As soon as any other details are available regarding this feature, I'll update you all here. Thanks for your continued feedback and patience!
With the new multi account feature in beta this seems like a logical and easy next step. It would speed up the creation of new accounts within an organization
Hi everyone! I'm a Program Manager on the CXM Team, and I'm excited to share that the ability to copy workflows between accounts is in development. As soon as any other details are available regarding this feature, I'll update you all here. Thanks for your continued feedback and patience!