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How to Export Hubly Workflow Templates

hubly workflows Apr 16, 2024

From time to time you may need to export an overview of your existing workflows from Hubly. Fortunately, this is easy to do:

  • Log into Hubly
  • Create a new contact by clicking the search bar then clicking "Create"; this will just be used as a sample to export the workflow templates
  • Open your test contact
  • Click "+" next to "Workflows"

  • Choose the first workflow and click "Add"
  • Repeat this process until you have added all workflows
  • Click the workflow report icon next to the "+"


  • Click "Export" then click "Excel". Your file will be exported as an Excel file to your downloads folder on your device.

That's it! Now you'll have hard copies of your workflows to use for editing and sharing. Happy automating!

 

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