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 🙂

HubSpot updates
Sep 8, 2020

If you don't see the option, it's likely because you're looking at one of the old "classic" workflows that haven't been upgraded to the new system. You'd need to either migrate the workflow manually (by cloning it) or create a new one from scratch!

Status updated to: Delivered
Sep 8, 2020

Hi all!


Exciting news, the "Export" feature is now available to all customers! By going to the "More" dropdown of any workflow, you'll now be able to export the entire workflow to PNG. Note that this feature will expand all your If/then branches so that you can get as much information as possible in the export.


Looking forward to hearing your feedback so our team can continue to iterate on the feature!








Status updated to: In Planning
Aug 24, 2020

Hi everyone, 


Thanks for continuing to add context and support to this idea. I wanted to let you know that we're now working on a feature to export a workflow from HubSpot as an image (jpeg file), which aligns with many of the requests in this thread. When a beta is available, I'll update again!




Status updated to: Not Currently Planned
Apr 23, 2020

Hi everyone,


I’m Megan Legge, a product manager for HubSpot’s workflows tool. At this time there are no plans to develop this specific Idea of making workflow content exportable. It sounds like there are a few different needs represented here, some centered around understanding what’s happening across workflows and their interactions with each other, and some centered around making it easier to rebuild/copy workflows or share with teammates.


We recognize these needs and are thinking about effective ways to enable customers toward these goals. For example, we’re currently working on team partitioning for workflows, and will soon begin work on read-only permissions, so that creators of workflows have more granular control over sharing workflows, but in safe ways. Additionally, we're working on functionality to give better insight on your workflows overall, in app, as opposed to only on individual flows.


This is not to say that other features like this will never be developed, just that there are no plans to address these challenges in this particular way, at this time.




56 Replies

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


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.


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


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. 


Member | Partner

Good idea, totally agree!!

Top Contributor

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


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


Yes, this is definitely needed!

HubSpot Employee

Posting on behalf of a customer looking for a similar feature


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

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


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.

HubSpot Employee

Upvoting this on behalf of a customer as well! 


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



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.


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.


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

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.




This would be a really nice feature to have!