Skip to main content
All tools

Case Study

Workflow Cloner

Clone HubSpot automation workflows across portals in one step.

Workflow Cloner interface
EvidenceCase Study

The problem

Two portals, the same workflows needed in both. HubSpot lets you clone a campaign — but not across portals. So everything was getting rebuilt by hand in the second one.

Same workflow, built twice, manually.

How to think about this problem

Cross-portal work is where small inconsistencies multiply.

A workflow gets rebuilt in another portal. One setting is missed. One list is swapped incorrectly. One goal is different. Nobody notices until reporting or automation behaves differently between brands.

The problem is not that cloning is impossible.

It is that manual rebuilding creates invisible drift.

If two portals are supposed to behave the same way, the setup process should not depend on someone clicking the same 17 things from memory.

What it does

Paste the workflow URL, tell it what you want — goal, list, settings — and it handles the cross-portal clone from one interface.

How it works

Everything HubSpot makes you do across 5+ clicks and two tabs happens here in one pass.

  1. 01Paste workflow URL
  2. 02Set goal + list + settings
  3. 03Clone across portals

Why it's helpful

It's not that you couldn't do it in HubSpot. You could. It just took longer and required context-switching nobody needed to be doing.

See it

Screenshots and a walkthrough coming soon.