REVSET LABS · EXPERT GUIDE·Marketing & Campaigns
How to Copy a GoHighLevel Workflow to Another Location
1,135 words·5 min read·Updated 27 April 2026·beginner· Quick Answer
To copy a GoHighLevel workflow to a new location, go to your Agency Dashboard → Sub-Accounts, select the source location, then navigate to Automations → Workflows. Select the workflow you wish to duplicate, and click the three dots (•••) → Copy To Location to choose your target sub-account. This process typically takes 2-5 minutes to complete.
Key Takeaways
- ✓Always ensure you have Agency-level access to copy workflows between sub-accounts.
- ✓Verify all linked assets (forms, calendars, custom fields) are present in the target location before publishing the copied workflow.
- ✓Remember to change the workflow status from 'Draft' to 'Publish' and save it in the new location for it to become active.
- ✓Rename copied workflows immediately to avoid confusion, especially when managing multiple similar automations.
- ✓Test the copied workflow thoroughly in the new location to confirm all steps and triggers function as expected.
Why Copy a GoHighLevel Workflow?
Copying a GoHighLevel workflow to another location is a powerful feature for agencies and businesses managing multiple sub-accounts. This function allows you to replicate successful automation sequences, marketing campaigns, or operational processes across different client accounts or internal departments without rebuilding them from scratch. This saves significant time and ensures consistency across your GoHighLevel ecosystem.
Whether you are onboarding a new client with a proven setup, launching a new product across various brands, or standardizing your internal operations, duplicating workflows provides a rapid, error-free method to scale your efforts. This guide walks you through the exact steps to efficiently copy any workflow from one GoHighLevel sub-account to another.
🔥 Pro Tip
Before you begin, ensure you have Agency-level access in GoHighLevel. This is required to view and manage multiple sub-accounts and utilize the 'Copy To Location' feature for workflows.
Step 1: Access Your GoHighLevel Agency Dashboard
Your journey to duplicating a workflow begins in the GoHighLevel Agency Dashboard. This central hub allows you to oversee and manage all your sub-accounts, which are often referred to as 'locations'.
1
Log in to GoHighLevel — Open your web browser and navigate to the GoHighLevel login page. Enter your credentials to access your account.
2
Confirm Agency View — After logging in, verify that you are in the Agency View. You should see a list of your sub-accounts on the screen. If you are in a sub-account view, click the Switch to Agency Account button, usually found at the top right, or log out and log back in to ensure you land in the correct view.
3
Navigate to Sub-Accounts — From the left-hand menu, click on Sub-Accounts. This action displays a comprehensive list of all the sub-accounts associated with your agency.
🔥 Pro Tip
Familiarize yourself with your sub-account names. Knowing which sub-account holds your source workflow and which will be your destination will speed up the process.
Step 2: Select the Source Location (Sub-Account)
Once you are in the Sub-Accounts list, your next step is to identify and access the specific sub-account that contains the workflow you intend to copy. This is your 'source location'.
1
Locate the Source Sub-Account — Scroll through your list of sub-accounts or use the search bar to find the sub-account that currently hosts the workflow you want to duplicate.
2
Manage the Source Account — Click the Manage Account icon, typically represented by three dots or a gear icon, located next to the name of your chosen source sub-account. This action will switch your view into that specific sub-account's dashboard.
🔥 Pro Tip
If you have many sub-accounts, use the search filter within the Sub-Accounts section to quickly pinpoint your desired source location.
Step 3: Navigate to Workflows
With the source sub-account now open, you need to find the specific workflow within its automation settings. Workflows are the core of GoHighLevel's automation capabilities.
1
Access Automations — In the left-hand menu of the sub-account dashboard, click on Automations. This will expand a submenu related to all automation features.
2
Open Workflows — From the expanded Automations submenu, click on Workflows. You will now see a comprehensive list of all workflows configured within this particular sub-account.
⚠️ Before copying, it's a good practice to briefly review the workflow in the source location to confirm it is indeed the correct one you wish to duplicate.
🔥 Pro Tip
Ensure the workflow you are about to copy is fully functional and tested in the source location. Copying an incomplete or buggy workflow will replicate those issues.
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Step 4: Choose and Copy the Workflow
You are now at the point of selecting the specific workflow and initiating the duplication process. This step uses GoHighLevel's built-in 'Copy To Location' functionality.
1
Locate the Desired Workflow — Scan the list of workflows to find the exact workflow you intend to copy. Ensure you select the correct one to avoid duplicating an unintended automation.
2
Initiate the Copy Action — Click the three dots (•••) icon, also known as the 'action menu', located to the right of the workflow's name. A dropdown menu will appear with various options.
3
Select 'Copy To Location' — From the dropdown menu, click on Copy To Location. This action triggers a pop-up window, prompting you to choose the destination for your copied workflow.
⚠️ The 'Copy To Location' option will only appear if you have the necessary Agency-level permissions. If you do not see it, contact your agency administrator.
🔥 Pro Tip
If your workflow list is long, use the search bar at the top of the workflow page to quickly find the specific workflow by name.
Step 5: Select the Target Location (Sub-Account)
After selecting 'Copy To Location', a new window appears, asking you to specify where the workflow should be duplicated. This is your 'target location'.
1
Identify the Target Sub-Account — In the pop-up window, you will see a list of your available sub-accounts. Use the search bar or scroll to find the specific sub-account where you want the workflow to be copied.
2
Confirm Selection — Click on the name of the desired target sub-account to select it. Ensure you pick the correct destination to avoid misplacing your workflow.
3
Execute Copy — Click the Copy button at the bottom of the pop-up window. GoHighLevel will then process the duplication, and a confirmation message will usually appear briefly.
⚠️ GoHighLevel copies the workflow structure and steps. However, linked assets like forms, surveys, calendars, or custom fields must exist in the target location for the workflow to function correctly. These are not automatically copied.
🔥 Pro Tip
Consider creating a naming convention for copied workflows, such as 'Original Workflow Name (Client Name)' or 'Original Workflow Name (Copy - Date)', to easily distinguish them.
Step 6: Verify and Activate in Target Location
The workflow has been copied, but your work isn't done. You must navigate to the target location to verify its presence, configure any necessary settings, and activate it.
1
Return to Agency Dashboard — If you are still in the source sub-account, click the Back to Agency Account button to return to your main Agency Dashboard.
2
Access Target Sub-Account — From the Sub-Accounts list, locate and click the Manage Account icon next to the target sub-account you copied the workflow into.
3
Navigate to Workflows in Target Location — Within the target sub-account, click Automations from the left menu, then click Workflows to view the workflows in this location.
4
Locate and Open Copied Workflow — Find the newly copied workflow in the list. It will typically have the same name as the original, sometimes with '(Copy)' appended. Click on its name to open and edit it.
5
Review and Configure — Carefully review all steps, triggers, and actions within the copied workflow. Ensure all linked forms, surveys, calendars, custom values, and custom fields are correctly set up and exist in this new location. Adjust any specific settings unique to this sub-account.
6
Publish and Save — Once you have verified and configured the workflow, change its status from Draft to Publish using the toggle switch at the top right. Then, click Save to make the workflow active.
⚠️ A copied workflow is initially in 'Draft' mode. It will not run until you manually change its status to 'Publish' and save it. Forgetting this step is a common mistake.
🔥 Pro Tip
After publishing, perform a quick test by manually adding a contact to the workflow or triggering it as intended to confirm it functions perfectly in its new environment.
Troubleshooting Common Issues
⚠️ Copied workflow not appearing in the target location.
Ensure you returned to the Agency Dashboard and then specifically entered the target sub-account via Manage Account. Refresh your browser or clear your cache if it still doesn't appear. Double-check you selected the correct target sub-account during the copy process.
⚠️ Workflow is copied but actions (e.g., sending emails, adding to a campaign) are not working.
Open the copied workflow in the target sub-account and review each step. Check if any linked assets like email templates, SMS templates, forms, or calendars are missing or misconfigured in the new location. You may need to recreate or re-link these assets within the target sub-account.
⚠️ The 'Copy To Location' option is missing or grayed out.
This indicates you do not have the necessary Agency-level permissions. Contact your GoHighLevel agency administrator to request the appropriate access rights.
⚠️ Workflow status remains 'Draft' even after saving.
After making changes or reviewing the workflow, you must explicitly toggle the status switch from Draft to Publish at the top right of the workflow builder. Then, click the Save button immediately after changing the status. If you close without saving, the status change will not apply.
⚠️ Custom values or custom fields within the workflow are not populating correctly.
Custom values and custom fields are unique to each sub-account. Ensure that any custom values or custom fields referenced in your workflow have been created and populated with the correct data in the target sub-account. You might need to manually add them in Settings → Custom Values or Settings → Custom Fields.
Common Mistakes to Avoid
- →Forgetting to publish the workflow in the target location, leaving it in 'Draft' mode and preventing it from running.
- →Not verifying that all linked assets (forms, calendars, email templates) exist and are correctly configured in the target sub-account.
- →Failing to test the copied workflow in the new environment, leading to unexpected errors or missed automations.
- →Not renaming the copied workflow, causing confusion when multiple similar workflows exist across sub-accounts.
- →Attempting to copy a workflow without proper Agency-level access, resulting in the 'Copy To Location' option being unavailable.
Frequently Asked Questions
QCan I copy multiple workflows to a new location at the same time?
No, GoHighLevel currently allows you to copy only one workflow at a time using the 'Copy To Location' feature. You must select each workflow individually and repeat the copying process for each one. While this requires a bit more manual effort for bulk transfers, it ensures precision and allows you to customize each workflow's settings during the transfer if needed.
QWhat happens to the data and contacts associated with the original workflow when it's copied?
When you copy a workflow, only the structure and steps of the automation are duplicated. No contact data, historical activity, or existing enrollments from the original workflow are transferred to the new location. The copied workflow starts fresh in the target sub-account, ready to enroll new contacts that meet its triggers in that specific location.
QDo I need to recreate forms, surveys, or calendars that are used in the copied workflow?
Yes, if your workflow uses specific forms, surveys, calendars, or custom fields, these assets are not automatically copied along with the workflow. You must ensure these linked assets already exist or are created in the target sub-account with the exact same names or IDs for the copied workflow to function correctly. GoHighLevel copies the 'reference' to these assets, not the assets themselves.
QHow can I easily find the copied workflow in the new location?
After copying, navigate to **Automations → Workflows** in your target sub-account. The copied workflow will appear in the list with its original name, sometimes appended with '(Copy)'. You can use the search bar at the top of the workflow list to quickly locate it by typing its name or a part of it.
QIs there a way to 'move' a workflow instead of 'copying' it, thereby deleting it from the original location?
GoHighLevel's functionality is to 'copy' a workflow, which creates a duplicate in the new location while keeping the original intact. There isn't a direct 'move' feature that automatically deletes the source workflow. If you wish to effectively 'move' it, you must manually delete the original workflow from the source sub-account after successfully copying and verifying it in the new location.
Try GoHighLevel Free
Start your 30-day GoHighLevel free trial
Everything in this guide is in your free trial. 30 days, no credit card — the platform behind 78+ revenue systems.
Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.
Arsalan Zaffar
Revset Labs · Revenue Systems · 78+ GHL Builds
Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.
Connect on LinkedInTags:GoHighLevel WorkflowsAutomation DuplicationSub-Account ManagementGHL AutomationWorkflow TransferAgency Tools
