How to Clone and Move Workflow Actions in Hubspot

Building automations in Hubspot is much faster when you know how to clone and move workflow actions instead of rebuilding each step from scratch. This guide walks you through every way to duplicate and rearrange actions so you can maintain clean, efficient workflows.

The instructions below are based on the official documentation for the workflows tool and focus on the visual editor options that streamline your automation design.

Overview of Hubspot Workflow Actions

In the workflow editor, each action represents a step such as sending an email, setting a property value, or creating a task. When you have complex branches or repeated patterns, cloning and moving these actions can save significant time.

You can adjust the order of actions and reuse existing configurations without manually recreating them. This is especially helpful when you maintain multiple branches that share similar logic.

Ways to Move Actions in the Hubspot Editor

Within the visual canvas, you can move actions to different points in the workflow. You can drag-and-drop actions, move them into branches, and restructure complex paths as your process changes.

Drag and Drop Actions in Hubspot Workflows

To reposition an existing action in a workflow:

1. Open the workflow in the editor.
2. Locate the action you want to move.
3. Click and hold the action card to start dragging.
4. Drag the action to the new location on the canvas.
5. Release the mouse when you see a valid drop point highlighted.

Once dropped, the action is reconnected in the new sequence, and enrollment paths update automatically to reflect the new order.

Move Actions Into Branches

When using if/then branches or similar conditional paths, you might need to move actions into or out of a branch.

1. Hover over the action you want to move.
2. Drag the action toward the branch where it should reside.
3. Drop the action when the branch segment highlights as a valid location.

This approach allows you to reorganize logic without recreating each action or rebuilding branches from the beginning.

How to Clone Actions in Hubspot Workflows

Cloning actions in a workflow allows you to copy configuration settings, such as delay times, email selections, or property updates, and reuse them elsewhere.

Clone a Single Action

To clone one action at a time in the Hubspot workflow editor:

1. Open your workflow and find the action you want to duplicate.
2. Hover over the action card to reveal more options.
3. Click the menu (often represented by three dots) on the action.
4. Select Clone from the dropdown menu.
5. A duplicate action will appear connected directly below the original, preserving the same settings.

You can now edit the cloned action if needed, or move it elsewhere using drag-and-drop.

Clone Multiple Actions Together

If you have a series of actions that work well as a block, you can clone them as a set instead of individually.

1. Open the workflow editor and locate the first action in the sequence.
2. Click on the first action to activate the selection.
3. Hold the appropriate modifier key (for example, Shift) to select additional actions below it.
4. Use the selection controls that appear to include the full group of actions.
5. In the selection toolbar, click Clone.

The entire series is replicated, maintaining the relative order and delay times. This is ideal when you repeat a similar nurturing sequence inside a different branch or later in the same workflow.

Move and Clone Branches in Hubspot Workflows

Branches are powerful but can become complex. Instead of rebuilding each condition and action chain, you can move and clone branches to speed up automation design.

Clone an If/Then Branch

To duplicate a branch with all of its nested actions:

1. Open the workflow and find the if/then branch you want to copy.
2. Hover over the branch node.
3. Click the options menu on the branch.
4. Select Clone to create a full copy of the branch structure.

The cloned branch appears with the same conditions and action paths, which you can then modify slightly for alternative scenarios.

Move an Entire Branch

Sometimes you need to reposition an existing branch within the workflow.

1. Hover over the branch node in the editor.
2. Click and hold to drag the branch.
3. Move the branch to the new valid drop point indicated by the visual editor.
4. Release to attach the branch at the new location in the workflow.

Repositioning branches helps keep automations logically grouped, especially when your process evolves over time.

Best Practices for Managing Hubspot Workflow Actions

To keep workflows scalable and easy to debug, follow these guidelines when you clone and move actions.

• Rename cloned actions: Update internal names so it’s clear which step serves which purpose.
• Review enrollment logic: After moving or cloning, double-check branch conditions, delays, and re-enrollment settings.
• Test before turning on: Use test records and review the execution path to confirm that each cloned or moved action behaves correctly.
• Document complex branches: Add internal notes where necessary so teammates understand why actions were moved or duplicated.

Learn More About Hubspot Workflow Features

For detailed, always-up-to-date instructions on cloning and moving actions, see the official documentation at this Hubspot workflows help article. The visual examples there show exactly how actions and branches behave when you reorder or duplicate them.

If you need strategic help designing scalable automation architectures around this functionality, you can explore expert consulting resources such as Consultevo, which focuses on optimization and implementation services.

By mastering how to move and clone workflow actions, you can build flexible automations more quickly, maintain consistent configurations across branches, and keep your Hubspot workspace organized as your processes grow.

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