Export Workflows

I think it would be great to have the option to export workflows. 

Often I have to provide information about the structure of the workflow, and as these can be sometimes quite complecated - it would be great to be able to just export them as excel or pdf... I think it is much needed. 

 

Thanks Smiley Happy

HubSpot updates
34 Replies
jxlio
Occasional Contributor

Saving workflows as a "Flow Chart" PDF would allow me to train our sales team on how each workflow works when creating and training for a new campaign. Right now I'm just doing screenshots and piecing them together in photoshop.

 

For others, I'm sure this would be a useful feature when building the workflows with team members.

 

Realistically, this could be as simple as creating a print.css style sheet, adding a button in the interface and typing a little javascript.

 

If I had the time, I would create a Chrome extension that accomplished this. Maybe Hubspot could make one?

Apta
Occasional Contributor

Our company also has dozens of workflows.  The flowchart that's displayed currently is a great improvement over the old line-by-line display but being able to export these is a fantastic idea.

TashaDalBianco
Occasional Contributor

#agreed this would be totally AWESOME especially when we do a HubSpot clean up Smiley Wink 

Shriya
Regular Contributor

I would love this option as well! An easily condensed visual representation of a complicated workflow that we could export would be super helpful. Right now, I'm just creating duplicate flowcharts for presentations.

shannonhoward
Occasional Contributor

 A strong second to all of the above!

 

Many of my clients want to SEE this in front of them, and navigating within the confines of a screen and having to scroll around is a very confusing user experience for people who are not used to automation.

 

It would also be great for editing, so you can determine on paper what you want to add to a workflow & where before implementing within HubSpot.

kieeks
Occasional Contributor

Would love to see this as well. 

shannonhoward
Occasional Contributor

 Fully support this idea! This is one of the reasons one of my clients chose SharpSpring - because they can export workflows so they can talk about them and updates they want to make offline, then implement in the workflows. They can also show new hires how everything works together.

KiwiJen83 Regular Contributor | Gold Partner | Certified Trainer
Regular Contributor | Gold Partner | Certified Trainer

Running into this problem now…would love to be able to export the workflow as a PDF to send off for review without adding that person to the HubSpot portal.

erikblues
Top Contributor

We also need this!

 

another option would be to give people “read only” access to workflows!

andredeoliveira
New Contributor

Also running into this problem now