HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to clone a playbook in HubSpot

Here is how to clone a playbook in hubspot

First click on the "Library" icon in the left sidebar
Then click on "Playbooks" in the expanded Library menu
In the Playbooks list, hover over the playbook you want to clone and click on the "Actions" dropdown button
From the Actions dropdown menu, click on "Clone"
In the Clone playbook dialog, enter a new name for the cloned playbook
Finally, click the "Save" button to clone the playbook
Your cloned playbook will now appear in the playbook list as a draft, ready for you to edit and publish

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Why should you clone a playbook in HubSpot

HubSpot is an all-in-one platform crafted to streamline and enhance marketing, sales, and service efforts.

Cloning a playbook in HubSpot is an incredibly efficient feature that allows businesses to replicate successful strategies seamlessly. This feature is particularly advantageous because it saves time and ensures consistency across teams.

By quickly duplicating a playbook, teams can maintain a unified approach, enhance productivity, and drive results without reinventing the wheel every time.

Last update

February 6, 2026

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