How-to clone and move workflow actions in HubSpot.

Описание: In this HubSpot tutorial, we will walk you through how-to clone and move workflow actions in HubSpot.

After adding actions to a workflow in HubSpot, you can copy or move them to more efficiently create automation. This can be especially useful when building out repetitive actions that need only minor adjustments.

Also, you can clone your workflows to make adjustments to your workflows.

Steps to follow:

1. In your HubSpot account, navigate to Automation in the dropdown menu and click Workflows.

2. Click the name of your existing workflow. Locate the existing action that you want to clone or move.

3. Next to the action, click Actions.

4. To clone the action, hover over Clone. Select This action to clone only the selected action,

Or select This action and all after it to clone the selected action and all following actions.

5. Choose where to clone the action and click Place here in the desired location and click save

6. To move the action, hover over Move. Select This action to move only the selected action,
Or select This action and all after it to move the selected action and all following actions.

7. Choose where the actions will be placed by clicking Place here in the desired location.

8. Confirm the placement by clicking Save.

That’s how you can clone and move workflow actions in HubSpot.

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