Is there any way to export workflow templates (and then import them into another CRM)? I exported all my workflows, but the templates were not among them. I’m not seeing how this is done.
Thanks!
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Is there any way to export workflow templates (and then import them into another CRM)? I exported all my workflows, but the templates were not among them. I’m not seeing how this is done.
Thanks!
It looks like there is no direct way to export a Workflow template. In order to export it, you will have to turn it into a regular Workflow. After importing in the destination CRM, you can edit it and change it back to a template before publishing.
Would this be an acceptable workaround in your scenary?