How to duplicate an automation rule

In this article, you'll learn how to copy an automation rule you already have. It's the quickest way to build a second rule that's close to the first, like the same reminder for a different job type, because you don't have to set up the trigger, conditions and message again.

Note: Automations isn't part of the free CRM plan. On the free plan you won't see Automations in the menu, and opening the page by its address takes you to the plan comparison under Plans instead.

To open your automations:

  1. In the menu, click Automations.
  2. Click the My Automations tab.

On the phone app, open the menu and tap Automations, or tap the lightning bolt at the top of your Home screen.

Note: Only admins can add or change automation rules, and that includes making copies.
Your rules on the My Automations tab
Your rules on the My Automations tab

Duplicating a rule

  1. On the My Automations tab, find the rule you want to copy. If you have a lot of them, type part of its name in the Search box.
  2. Click the ••• button at the bottom right of the rule's card.
  3. Click Duplicate.
Duplicating a rule from the ••• menu

The copy shows up at the top of your list. It has the same name as the original with (copy) on the end, and the same trigger, conditions and message.

Note: The copy is saved turned off, so it can't send anything twice while it's still an exact match for the original. You'll find it under Inactive in the My Automations list on the left.

Changing the copy and turning it on

  1. On the copy's card, click ••• and then Edit.
  2. Change whatever needs to be different: the trigger, a condition, who it goes to, or the message.
  3. Click Update automation to save your changes.
  4. To give it a better name, click ••• and then Rename, type the new name in the Name box and click Save.
  5. When it's ready, flip the toggle at the top right of the card to turn it on.
Renaming the copy
Tip: Click Activity on the copy's card to see what it sends, or would have sent, each time its trigger happens.

Moving the copy in your list

Since the copy lands at the top, you may want to move it next to the rule it came from.

  • On a computer, grab the ⠿ handle on the left edge of the card and drag it where you want it.
  • On the phone app, tap ••• on the card and choose Move up or Move down.

The new order is saved for everyone in your company.

On the phone app

Duplicating works the same way in the app. Tap ••• on the rule's card and a sheet opens with the rule's name at the top and Edit, Duplicate, Rename, Move up, Move down and Delete. Tap Duplicate, and the copy appears at the top of your list, turned off. To rename it, tap Rename, type the new name and tap Save.

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