Install and preview a workflow template

Browse and search templates

Open New workflow to browse Kanopee's template gallery.

You can search by the template's title or description and filter the gallery by workflow object:

• Contact
• Company
• Deal
• Ticket

Templates are starting points. Installing one creates a company-owned draft workflow; it does not change the shared template itself.

Preview a template before installing

A template preview lets you see the workflow graph before installation.

Use it to understand the broad trigger, conditions, delays and actions that make up the automation. Some values shown by a template are placeholders or defaults and still need to be mapped to your own HubSpot portal after installation.

Choose Simple or Advanced when available

Some templates offer two installation modes:

• Simple mode focuses on the key business settings and hides most of the underlying workflow structure.
• Advanced mode exposes the full trigger, branches, delays and actions for detailed editing.

Not every template needs both modes. If the install dialog offers a choice, choose the mode that matches how much control you need.

What happens after installation

After installation, Kanopee opens or creates a draft copy for your account.

Review every setting that depends on your HubSpot portal. Depending on the template, this can include:

• forms
• properties and property values
• owners, teams or owner pools
• deal or ticket pipelines and stages
• lists
• timing values; and
• task or escalation settings.

Resolve any validation messages, save the draft and publish when it is ready.

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