Export Workflows

Lilush

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 🙂

56 Replies
Rafaellicious
Participant

Couldn't agree more! Come on, HubSpot! 28 votes already and several comments; time to do this!

AAM
Participant

This is a great idea. I currently have a workflow with four emails and would love to export the results of who clicked and opened in one spreadsheet.

470774
Member

Yes!! How has this not been added to workflow functionality yet? Would be a GAME CHANGER!

joekiez
Member

I agree as well this would be a strong feature. 

A quick workaround that I use for .PDF export is:

1. Install the chrome extension "Full Page Screen Capture" 

2. Open hs. workflow at 100% viewer

3. Capture page using the extension

4. Download PDF. 

5. Open PDF in Acrobat for quick cropping or other edits. 

 

RubenVS
Member | Partner

Good idea, totally agree!!

erikblues
Top Contributor

Such a simple yet usefull feature. Even a simple "print to pdf" feature would be amazing here.

nicserhan
Member

This feature would help so much with working with colleagues around the globe who are building similar workflows for their contact pools!

warnerjm
Participant

Yes, this is definitely needed!

Rbanga
HubSpot Employee

Posting on behalf of a customer looking for a similar feature

Xtinnna
Participant

It would be amazing if Workflow maps could be exported in the same diagram view they exist, with the only exception being that it would fit to a page (or within specified dimensions). Even better if there was some way users could import them into Powerpoint or Keynote (or other tool), where the triggers and actions would be visible at mouseover. 

 

Another idea is to somehow integrate the workflow diagrams to LucidCharts, Vizio, Cacoo, Omnicharts, or other diagramming software. I want to be able to present the workflows to other teams without having to redraw them separately.

 

Right now, I have to really play with the code just to get a full page screenshot.

 

app.hubspot.com_workflows_5863384_flow_5749035_edit(Vertical) (4).png

Josh
Recognized Expert | Platinum Partner

Hi @Xtinnna,

 

Agreed, this would be a great feature. I use Fireshot (a chrome extension) to capture the entire page. It's not perfect, but it usually gets it into a format that I can use without having to mess with the code itself.

 

Josh

Xtinnna
Participant

@Josh Would love if they could add an integration with a diagraming software. But that's a longshot

SkylerSchmanski
Contributor

This is essential. We must be able to backup workflows to guard against user error. Deleting a single if-than branch can destroy a company's marketing strategy.

rwong
HubSpot Employee

Upvoting this on behalf of a customer as well! 

KarolinaM
Member

I've faced the same problem, I need to export my workflow as a PDF and show to my colleagues, mark changes etc.

 

IsabellaCT
Member

I suggest adding the possibility of exporting workflows and importing them. It would be very helpful especially for clients that, such as myself, work with extremely complex workflows, that connect with each other with several variables in each step and a lot of if/then interjections.

 

This would be great to serve as both a visualizer of the workflows for internal documentation, as for, in my opinion the most important part, the backup of the information, as there are needed tens of hours to build those workflows and automation lines.

 

In my opinion, the existence of a backup and a history of alterations in the sense of being able to track any alteration and go back to previous versions if needed should be an obligation when you provide a tool that can reach high levels of complexity.

JonMaio
Member

I think this would be really beneficial for me as i often markup or work with workflows, i also like to annotate these so it would be great to see the feature added onto Hubspot.

SkylerSchmanski
Contributor

Great point, JonMaio. There's nothing like pen and paper to break the digital mold.

robbluther
Participant | Platinum Partner

@willsmith and I were just talking about this.

I would also imagine that workflows would do really well in the Market Place.

 

#GotMyUpVote.

SRobson
Member

This would be a really nice feature to have!