HubSpot Ideas

KPruett

Expand upon workflow export features

1) Please have an option to include further details when exporting workflows as images. For example, the details of which specific contact owners are rotated amongst would be helpful to export.
 
2) Alternatively, or in addition, please add an option to export the entire workflow (including all details) as CSV files (instead of images).
 
Both of the above can assist with repairing or reverting a workflow after any unwanted edits, and are likely easier and quicker to use than attempting to see what happened via the cumbersome revision history.
 
HubSpot Updates
January 24, 2024 11:51 AM

Thanks for the suggestion!

While we would love to add more details to the export image, we are often constrained by the size of large workflows and therefore need to adjust the size of our graph to accommodate workflows with many actions. That being said, I'd like to dig a bit more into your use case for exporting the workflow to a saved format, such as a CSV file.

 

What kinds of information would you expect to be contained in the file? Would you want to manually read it, or would it be enough to be able to "upload" the workflow into HubSpot without needing to actually understand the contents of the file? Are there any other use cases you can think of that might be helpful?

 

Best,

Jesse

2 Replies
CMHawke
Member

Thank you. Much needed.

jbartola
HubSpot Product Team

Thanks for the suggestion!

While we would love to add more details to the export image, we are often constrained by the size of large workflows and therefore need to adjust the size of our graph to accommodate workflows with many actions. That being said, I'd like to dig a bit more into your use case for exporting the workflow to a saved format, such as a CSV file.

 

What kinds of information would you expect to be contained in the file? Would you want to manually read it, or would it be enough to be able to "upload" the workflow into HubSpot without needing to actually understand the contents of the file? Are there any other use cases you can think of that might be helpful?

 

Best,

Jesse