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
42 Replies
MB
Occasional Contributor

Fully support with this suggestion, pdf report would really help present and replicate workflows across accounts. 

sarahb1
New Contributor

I agree! This would be a great feature to add. 

dkraciun
New Member

Fully Support this. Our organization has a lot of worflows, linking to multiple other workflows - it spiders very quickly.

PLEASE< PLEASE< PLEASE add this feature. At the moment our organization has resorted to using a flow chart tool to map out the workflows (another expense) when this should be in the tool. Additionally the ability to view linked workflows is needed. The ability to zoom out and see all workflows that are linked would be incredibly beneficial.

kyleh
Occasional Contributor

the ability to print your workflow so you can mark it up and add new branches prior to doing it on hubspot

cchayward
New Contributor

Plus, you may want to consider options of printing only certain paths - preselect a path to print only, and/or the entire workflow.

KeyWestScott
Advisor

Amen to that....  

 

Plus being able to show someone what is happening, in the workflow, so that they can visualize it as well.  Not to mention basic documentation, purposes.

Chrisk
New Contributor

Printing or exporting would definitively be a valuable feature to markup or work with workflows. Would love to see the feature!

PekkaI
Occasional Contributor

Workflows overall view with connection points with other workflows, lead flows, conversion points and forms etc. would be nice to include into this. => A system view that could be then easily checked for overall optimization and zoomed into problem/development points.

SophieBeech
New Member

I would definitely love to see this. 

 

I am currently having to type out all of our workflows as I need to do an audit. We have so many as we have been using the system for over 5 years and they are starting to conflict with each other and so I desperately need to see them in a spreadsheet format. 

CEversull
New Contributor

Please create a way to print a workflow. I sometimes have a need to see what I've done on one and want to take parts of it to recreate in another workflow. But I can't for the life of me find a way to print out the steps of a workflow. This would be a very helpful feature. Thanks!

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 | Platinum Partner
Occasional Contributor | Platinum Partner

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

Shriya
Occasional 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
New 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 Occasional Contributor | Gold Partner | Certified Trainer
Occasional 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