Workflows

Turn off workflows

Last updated: October 30, 2018

Applies to:

Marketing Hub
marketing-pro-enterprise
Professional, Enterprise
Sales Hub
sales-pro-enterprise
Professional, Enterprise

If you no longer want the actions in a workflow to execute, you can turn it off.

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

Depending on the record type your workflow is based on, HubSpot will handle the records differently:

Contact workflows

When you turn a contact-based workflow off, existing contacts enrolled in the workflow will still continue through the workflow actions, but these actions will not be executed. You will see a message in the workflow's History tab for each action set to execute while the workflow is turned off.

  • Example 1
    • A contact has just completed action 1 in your workflow, and they are scheduled for action 2 to execute two days later.
    • You turn the workflow off, then two days pass and the scheduled time for action 2 arrives. Because the workflow is still off, action 2 will not execute for that contact.
    • The contact will continue to the next action, scheduled delay, or will complete the workflow if there are no more actions.
  • Example 2
    • A contact has just completed action 1 in your workflow and they are 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 now on again when the action is scheduled to execute, the action will execute for that contact.
    • The contact will continue to the next action, scheduled delay, or will complete the workflow if there are no more actions.

If your workflow is inactive and contacts meet the enrollment criteria while it is inactive, they will not be enrolled in that workflow.

Please note: when a contact skips an action or actions because the workflow is turned off, these actions will not be executed when the workflow is turned on again. There is currently no way to re-enroll a contact into a specific step in a workflow.

Company, deal, ticket, and quote workflows

If you turn off a workflow based on companies, deals, tickets, or quotes, all objects are immediately unenrolled from the workflow. When turning off the workflow, an alert will appear notifying you of how many records will be unenrolled from the workflow.

 Depending how many records were enrolled, it may take some time to unenroll all records. It won't be possible to turn your workflow back on until all of the records are unenrolled.