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Streamline Your Processes by Cloning Workflows in HubSpot

Learn how to easily replicate existing workflows in HubSpot, saving time and ensuring uniformity across your automation efforts.

Last Updated: August 20, 2025


If you are cloning workflows in the eXp International HubSpot instance, please click here for proper instructions.

  • Navigate to Automations > Workflows
  • Hover over the workflow you want to clone

Screenshot 2025-01-08 at 1.14.30 PM

  • Rename the cloned workflow
  • Click Clone
    • Please ensure you are replacing the enrollment triggers, along with any additional actions when cloning workflows.

🚀 Pro Tip: Want more help on how to set your enrollment triggers and adding actions? Click here for help!

Screenshot 2025-01-08 at 1.15.07 PM

 

Cloning Workflows (eXp International)

  • Log into HubSpot
  • Use the Brands drop-down menu and choose the respective Brand for your country. 
  • Navigate to Automations > Workflows
  • Hover over the workflow you want to clone

Screenshot 2025-04-10 at 11.07.54 AM

  • Rename the cloned workflow
  • Choose the Brand you want to clone the workflow into
  • Click Clone
    • Please ensure you are replacing the enrollment triggers, along with any additional actions when cloning workflows.

🎯 Pro Tip: Want more help on how to set your enrollment triggers and adding actions? Click here for help!

Screenshot 2025-04-10 at 11.08.42 AM