How to Duplicate or Copy a Workflow

July 30, 2024•1 min read

Duplicating, or cloning, a Workflow can save you time if you wish to create a new Workflow that’s similar to one you already have. Perhaps you have a Workflow already built and you want to create another one with a comparable setup. Rather than starting from scratch, you can clone the original Workflow and then make the few necessary changes. This can save you time and help you work more efficiently.

Step 1: Navigate to Workflows

Step 2: Click the Clone/Copy icon on the right side of the Workflow you wish to clone.

Step 3: Name the new Workflow.

In the popup window, name your new Workflow.
Click “Create” to clone the Workflow.

Step 4: Edit the New Workflow

Click into the newly cloned Workflow to start building/editing the cloned version.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Back to Blog