Cloning a CRM template

If you have a HubSpot or Salesforce template and need to create another, similar one, cloning makes it very easy.

We're assuming here that you've already converted your CRM template and added tokens.

The process you'll use to clone depends on the state of your template.

Cloning a template you haven't yet used

If you haven't used your template in your CRM yet, you'll find it by opening your template library. From the dashboard, click the Create New button and then choose From Template.

Now you're in your template library. Locate the title of the template you need to clone in the left sidebar. Click on it to open a preview.

Head to the top right corner of the preview and click the Clone button.

Step 3. The new clone will appear in your library. Head back to the top right corner and click the Edit button to start making changes.

Cloning a template you've already used

Once you've used a template in your CRM, it will move to your dashboard as a Blueprint. (We do this so we can nest all the "child pages" you've created under the parent template.)

To make a clone from a Blueprint, start on your dashboard. Click the More Actions icon (3 dots), and choose Make a Clone.

The new clone will appear in your template library. To head there, click the Create New button and choose From Template. Click on the clone's title to start making changes.

The clone will automatically assign to the same CRM and object as the original. In this example, the original was a Salesforce Opportunity template, so the clone is the same. 

Let's say you needed this new copy to be an Account template instead. No worries - you can always change the object.

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