Enhance workflow efficiency by duplicating or transferring actions. Simplify repetitive tasks with minimal adjustments.
For instance, clone a "Create Deal" action multiple times for location-based deals.
To Clone or transfer workflow actions:
- In your HubSpot account, go to Automation > Workflows.
- Choose a workflow or create a new one.
- Add a new action or find an existing one to clone or move.
- Beside the action, click Actions.
- To clone, hover over Clone. Choose This action to clone the selected one, or This action and all after it to clone everything ahead.
- To move, hover over Move. Choose This action to move the selected one, or This action and all after it to move everything ahead.
- Specify the location by clicking Place here.
- Confirm by clicking Save.
Note: Cloned if/then branches can only go at workflow endpoints.
