Dazos

Make sure you have access to the CRM Settings in your account.

Navigate to Settings in your account

Find the workflow you want to duplicate in the list

Click the duplicate button on the left side of the workflow

1. Navigate to Settings in your account
2. Click on CRM Settings
3. Select Automations
4. Click on Workflows
5. Find the workflow you want to duplicate in the list
6. Click the duplicate button on the left side of the workflow

A copy of the selected workflow will be created. You can then modify the duplicated workflow as needed without affecting the original.

For more information about creating and managing workflows, contact our support team

- For more information about creating and managing workflows, contact our support team

You can easily duplicate any existing workflow in your CRM to create a copy that you can modify as needed. This saves time when creating similar workflows.

How to duplicate a workflow (CRM)

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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How to duplicate a workflow (CRM)

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