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Turn off workflows

Last updated: December 7, 2023

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Learn how to turn a workflow off to stop your automation, along with the impact it has on records in the workflow.

If you're looking to turn off your workflow to prevent actions from executing on a specific day, you could instead set up pause dates in your workflow settings. Pause dates allow you to select dates when the workflow should not execute actions, and instead should reschedule actions for the next available day. Learn more about setting up pause dates.

Turn off a workflow

To turn off a workflow:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • In the upper right, click to toggle the Workflow is ON switch off.

turn-off-workflow

Impact on records in a workflow that is turned off

When a workflow is turned off, records that meet the enrollment triggers will not be enrolled in the workflow. Records that are currently enrolled in the workflow will stay enrolled. Actions, if/then branches, delays, and scheduled actions will work as follows:

  • All actions will be skipped, and the workflow history will show an error for each skipped action.workflow-off-executing-action-history
  • If/then branches will still evaluate enrolled records. The workflow history will show a success message for each if/then branch, along with the resulting event.
    workflow-if-then-branch-success-history
  • Records in the workflow will enter any delays. The workflow history will show a success message for each delay, along with the resulting event.
    workflow-delay-success-history
  • Any scheduled actions will remain scheduled. When the scheduled time arrives, the record will skip the scheduled action. For example:
    • A record has completed action #1 in your workflow, and it is scheduled for action #2 to execute two days later.
    • You turn the workflow off, and two days pass and the scheduled time for action #2 arrives. Because the workflow is still off, action #2 will not execute for that record.
    • The record will continue to the next action, scheduled delay, or will complete the workflow if there are no more actions.
  • If you turn a workflow off while a record is scheduled for an action, and then turn the workflow back on, the record will complete the scheduled action. For example:
    • A record has completed action #1 in your workflow, and it is scheduled for action #2 to execute two days later.
    • You turn the workflow off, then one day passes and you turn the workflow on again. One more day passes and the scheduled time for action #2 arrives. Because the workflow is on when action #2 is scheduled to execute, action #2 will execute for that record.
    • The record will continue to the next action, scheduled delay, or will complete the workflow if there are no more actions.

Please note: when a record skips actions when a workflow is turned off, these actions will not be executed when the workflow is turned on again. It is currently not possible to re-enroll a record into a specific step in a workflow.

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