HubSpot Ideas

Msyvrais

Export workflow with Properties

It would be ideal if we could export a workflow in an excel with all properties that are apart of that workflow.

Example would be:

Workflow Name | Set lifecycle | Append property XYZ | Send internal Marketing email | Delay X TIME | Clear Property xyz |

 

 

This would allow a company to easily Identify workflows that might need to be modified when a process change occurs in the business.

Alternative, a way to pull all workflows that include step "Set lifecycle stage" for example.

1 Kommentar
Jzitek
Mitwirkender/Mitwirkende

We would also like to be able to export workflows to audit them, with the step type, and the fields included.