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A snapshot is a packaged template of one sub-account’s configuration that can be applied to another sub-account in seconds. Snapshots can contain workflows, funnels, websites, pipelines, calendars, custom fields, custom values, email templates, and more — everything needed to hit the ground running with a fully configured account. Snapshots are particularly powerful for agencies that need to provision new client accounts quickly, or for businesses that want to replicate a working setup across multiple locations.

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What a snapshot can include

When you create a snapshot, you choose which assets to package. A snapshot can include any combination of:
  • Workflows — automation sequences (trigger-action chains)
  • Funnels and websites — page builder assets and their individual pages
  • Pipelines — opportunity stages and pipeline names
  • Calendars — calendar templates and availability settings
  • Custom fields — contact and opportunity field definitions
  • Custom values — merge tags and dynamic variables
  • Email and SMS templates — saved message templates
  • Forms and surveys — lead capture forms
  • Tags — contact tag labels
  • Reputation settings — review request configuration
  • Social planner templates — pre-written social posts
Snapshots do not transfer contacts, conversations, invoices, or any live data. They only transfer configuration and structural assets.

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Creating a snapshot from an existing sub-account

You create a snapshot from a sub-account that is already configured the way you want.
1

Switch to the agency view

From the agency dashboard, go to Sub-accounts and ensure you are in the agency view, not inside a specific sub-account.
2

Open Snapshots

In the agency sidebar, click Snapshots (sometimes found under Settings > Snapshots depending on your plan).
3

Create new snapshot

Click Create Snapshot or + New Snapshot.
4

Select the source sub-account

Choose the sub-account whose configuration you want to package. This is sometimes called the “master” or “template” account.
5

Name your snapshot

Give the snapshot a descriptive name that indicates its use case — for example, “Real Estate Lead Gen v2” or “Dental Practice Onboarding.”
6

Select what to include

A checklist appears showing all available assets in the source sub-account. Check the items you want to include. Uncheck anything that is account-specific and should not be replicated (such as a funnel with that client’s specific branding).
7

Save the snapshot

Click Save or Create Snapshot. The snapshot is now available in your snapshot library.

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Applying a snapshot to a sub-account

You can apply a snapshot during the creation of a new sub-account, or to an existing sub-account afterward.

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During sub-account creation

When filling out the new sub-account form, look for the Snapshot field. Select your snapshot from the dropdown before clicking Create. The snapshot assets will be populated automatically into the new account.

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To an existing sub-account

1

Switch into the sub-account

Click the sub-account name in your locations list to enter it.
2

Go to Settings

Navigate to Settings > Snapshots or look for a Load Snapshot option in the account settings.
3

Choose a snapshot

Select the snapshot from the list and review what it contains.
4

Confirm and apply

Click Apply Snapshot. If assets with the same name already exist (for example, a pipeline called “Sales Pipeline”), you will be given the option to skip duplicates or overwrite them.
Applying a snapshot to an account that already has data can create duplicate records. Always review the conflict resolution options carefully before confirming. When possible, apply snapshots to fresh, empty sub-accounts.

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Updating a snapshot

Snapshots are a point-in-time capture. They do not update automatically when the source sub-account changes. To update a snapshot:
  1. Make your changes in the source sub-account
  2. Go to Snapshots in the agency view
  3. Find the existing snapshot and click Update or Re-capture
  4. Select the updated assets and save
Sub-accounts that already had the previous snapshot applied are not retroactively updated. You would need to manually push updates to those accounts or re-apply the updated snapshot.

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Sharing snapshots

Snapshots can be shared with other agency accounts via a shareable link. This is useful for:
  • Collaborating with other agencies
  • Purchasing or downloading templates from marketplaces
  • Distributing standardised setups across an enterprise
To generate a share link, open the snapshot in your library and click Share or Get Link. Anyone with the link can import the snapshot into their own agency account.

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Best practices

Maintain one dedicated “master” sub-account purely for snapshot development. Never use it for real client work. Treat it like a staging environment — keep it clean and up to date as your best-practice configuration.
  • Version your snapshots — include a version number or date in the snapshot name so you can track which version is deployed where (e.g., “Lead Nurture Workflow v3 - March 2026”)
  • Document what each snapshot includes — add a description when saving so team members know what the snapshot sets up without having to open it
  • Test before distributing — apply the snapshot to a test sub-account and walk through each workflow and funnel to verify everything works correctly before rolling it out to clients
  • Exclude client-specific content — funnels and email templates with a specific client’s logo, brand colors, or pricing should not be included in reusable snapshots

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Frequently asked questions

Yes. Open the snapshot in your library, click the three-dot menu, and select Delete. Deleting a snapshot does not affect any sub-accounts that already had the snapshot applied.
Yes. Each application adds the included assets to the account. Be cautious about naming conflicts — if two snapshots contain a workflow with the same name, applying both may result in duplicates.
No. Snapshots never include sensitive credentials, API keys, phone numbers, or any data that is specific to a particular account’s authentication. Each sub-account must connect its own integrations.
Yes, if someone shares a snapshot link with you. In your agency view, go to Snapshots > Import and paste the share link to add it to your library.
Last modified on March 5, 2026