Lists, Lead Scoring & Workflows

abockler1f
Contributor | Diamond Partner
Contributor | Diamond Partner

Cloning workflows across portals

SOLVE

Hi,

 

We've got a client we're developing a workflow for in their portal, and we think this workflow would work well for another client, as well.

 

Currently, unlike other marketing automation platforms, there is no way to clone a workflow across portals. 

 

Who else would appreciate cloning a workflow across portals? 

1 Accepted solution
Aakar
Solution
Key Advisor

Cloning workflows across portals

SOLVE

Looks like there is no solution to this right now, @abockler1f .

 

Here's a thread in idea forum. 

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost

View solution in original post

0 Upvotes
2 Replies 2
Seth_Israel
Contributor

Cloning workflows across portals

SOLVE

Agree this would be fantastic, not being able to clone to portals is not good. I have to manually recreate intricate flows that I painstakingly developed on our test development server. Plus when expanding, as the OP suggests, quite often using flows on different projects can be very useful.

Klaviyo (Different Platform for Email) has very intricate flows that HubSpot can replace and in Klaviyo I can clone from one portal to the next very easily. HubSpot Designer Tools even has Clone to Portal available! 

Aakar
Solution
Key Advisor

Cloning workflows across portals

SOLVE

Looks like there is no solution to this right now, @abockler1f .

 

Here's a thread in idea forum. 

Aakar Anil
Marketing Technologist
aakar.me | @aakarpost | in/aakarpost
0 Upvotes