HubSpot now allows you to effortlessly transfer actions between workflows, saving you valuable time and minimizing the risk of errors. No longer do you need to go through the hassle of cloning entire workflows just to make a few changes. This new feature simplifies your workflow management and enhances your overall experience with HubSpot.
How it Works
To fully leverage this new feature, follow these simple steps:
- Start by opening two workflows in separate tabs within your HubSpot account. Next, select the action that you want to transfer and copy it.
- Now, navigate to the desired location in the target workflow where you want to insert the action.
- Finally, paste the action before or after another action in the workflow.
By following these steps, you can effortlessly transfer actions between workflows, saving you valuable time and minimizing the risk of errors. This streamlined process enhances your workflow management and improves your overall experience with HubSpot.
Learn More
This feature is available to all customers with workflow access across various plans like Marketing Enterprise, Marketing Pro, Ops Enterprise, Ops Pro, Sales Enterprise, Sales Pro, Service Enterprise and Service Pro.
If you’d like to learn more about this feature, check out the article below.
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