HubSpot Ideas

HubSpotMaster

Ability to copy workflows between clients

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!

HubSpot Updates
In Development
August 18, 2025 10:23 AM

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! 

Not Currently Planned
October 21, 2020 05:20 PM

Hey Everyone,

 

I'm Group Product Manager for our Automation Group here at HubSpot. Thank you for all your feedback here.

 

While we don't currently have anything planned here, we will update this thread as we learn more & if our plans change.

 

Best,

Jesse

24 Replies
Rthibodeaux
Participant | Platinum Partner

YES PLEASE!!!

JNauman
Member | Gold Partner

It's been a while, any updates on adding this functionality to HubSpot?

RClyne
Member

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

hhiggins
HubSpot Product Team

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!