**In order to build automation, the AgencyZoom user must have Admin permission level **

Cloning Touchpoints

If you’ve added an automated step that you’d like to use again on the same or in a different pipeline, you can go to the three dots on the right-hand side of the automation step and select ‘Clone’.

Once clicked, a popup window will appear asking you which workflow stage you’d like to clone to.
​
You can make your selection in the dropdown, then hit ‘Confirm’.

This will take you to the automation stage where you cloned the touchpoint.
You will now see the touchpoint in the workflow

Cloning a Full Automated Workflow

If you have already built a full workflow that you would like to duplicate on a different pipeline, you can clone that as well. Once you are on the page with the automated workflow you would like to clone, click on "Actions" on the top right of the screen.

Once clicked, a popup window will appear asking you which workflow stage you’d like to clone to. You can make your selection in the dropdown, then hit ‘Confirm’. This will take you to your selected workflow stage that you cloned the step to. You will now see the touchpoint in the workflow