How to Clone and Move Workflow Actions?

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.