How to Copy Workflow to another Account?

Modified on Thu, 17 Oct at 9:55 AM

Now you can easily copy a workflow from one account to another without going through the full "Snapshot" process. Only the software Admin will be able to Copy Workflow.

Copy to Account

Only the accounts that the logged-in user has access to will be listed here. On submit, the workflow will be copied to the selected account. The workflow copied to another account will be in draft state by default.

Copy Workflow History

The history of workflows copied to another account is listed with the current status for each log.

Copy Workflow History Details

If there is any error while copying, you can debug by clicking on that particular history to view detailed info.

What happens to the assets while copying workflow?

The following assets in the workflow will be copied while copying a workflow to another account:

Contact Tags
Contact Custom Fields (The field type should be the same)
Account Custom Values
Opportunity Custom Fields
Opportunity Pipelines & stages
Email/SMS - text templates
Email builder templates (coming soon)

Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected account.