Workflow - If branch - duplicate, clone, and merge nodes

I have a workflow with quite a few (for eg, 5) steps, and a next step through IF branch can only be activated once a current step is fulfilled. As the steps proceed on, I'm just repeating the branches I've built on one side and doing the same things on the other side of the IF branch, which makes work highly repeated. (up to 2^4 = 16 same mini branches at the end of the workflow). Since as I progress through the workflow, many are repeated steps, I propose two ways:

Since as I progress through the workflow, many are repeated steps, I propose two ways:

1. To be able to clone a branch and use it on a separate branch, especially I'm using the same parameters/conditions, it can save so much time by allowing copying and pasting, instead of building the branch from the start of adding time delay and adding conditions and actions afterwards.

2. Allow nodes to merge. For some of the steps in the workflow, since they are identical, the actions follow will be the same; but currently, I can only continue the workflow by painstakingly building the workflow branches one by one afterwards, resulting in 2^n branches. If the nodes (if branches that end with the same action and should lead to the same step afterwards) are allowed to be merged, it will make the workflow so much easier to manage. 

Look forward to seeing more improvements on your product. Thanks. 

HubSpot updates
13 Replies
ItaiBoublil
New Member

This is a great idea! 

tsprunk New Contributor | Silver Partner
New Contributor | Silver Partner

I agree, this feature would be great. In the meantime, you can reduce your workload by putting the repeated branches in their own workflow. Then, on the original workflow, use a workflow enrollment step for each branch instead of repeating all those steps. If you're familiar with how functions work in object-oriented programming, it's the same idea. 

 

For example, if you have one workflow that looks like this after an if/then branch:

Branch 1: Do steps A, B, C, D, E, F

Branch 2: Do steps B, C, D, E, F

You could put steps B, C, D, E, and F in their own workflow (Workflow 2) with manual enrollment. Then, your original workflow could look like this:

Branch 1: Do step A, enroll in Workflow 2

Branch 2: enroll in Workflow 2

andrewrose789
New Contributor

This is definitely needed - so labour intensive to create complex workflows at the moment.

shacharb
Occasional Contributor

needed feature

abrengues
New Contributor

needed for myself too.

Jatin28
New Contributor

NEED IT NOW, HubSpot! 

jphilbrook
New Contributor

Did HubSpot come up with a solution to this? It is SO much work to build these out for bigger nurture streams.

Andrew3
Top Contributor

Really need this feature.  Creating workflows is currently very frustrating.

 

Proposal 3: Create a delay tool that waits until something logical has changed, for example:

--The previous task has been completed (marked complete)

--A selected contact/company/deal property has been set to a certain value or has been changed

 

Proposal 4 (may be the same as the merged nodes idea): Allow the workflow from an if/then (or any other node) to go to any other existing node.

mfahad
Occasional Contributor

Would love to have this feature. We have a very extensive workflow structure and it would help IMMENSELY to have the capbility of duplicating branches of a workflow. 

rachaelshaw7
Regular Contributor

Hi Everyone,

An idea similar to this seems to be in planning.
It asks for branches to be reconnected to the main branch once an exception is dealt with - in most cases this would negate the need to clone branches over and over again - since this feature is in planning you could vote and request the branches connect to any section not just the main branch


Vote here:


https://community.hubspot.com/t5/HubSpot-Ideas/IF-branches-reconnection/idi-p/11322


Rachael