Workflows | Frequently Asked Questions

Last updated: November 7, 2018

Applies to:

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

Find answers and general information quickly about the workflows tool in HubSpot.

Why am I getting an error in my workflow step?

You may see a red alert if you forgot to select a criteria in an action. In the example below, you can see that the action is to send an email, but there was no actual email selected to send.

How do I check my workflow history?

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • At the top of the screen, click History.

Below are descriptions of the error messages that may appear in the history of your workflow.

Delay has changed, rescheduling for correct delay

If a contact has already been scheduled for a delay and that delay is extended, the workflow will execute according to the new delay.

Before the workflow executes the action after the original delay, it checks the length of the delay. If the delay has been extended, the workflow will reschedule the contact for the updated delay.

Executing according to original delay, though the delay has changed

If a contact has already been scheduled for a delay and that delay is reduced, the action will not execute earlier, but will execute according to the original delay.

Workflows check for updates to an action at the time the action is scheduled for. If the delay has been reduced, the workflow cannot execute at that updated time because that time has already passed.

The updated delay will apply to contacts not yet scheduled for that delay, but will not apply to contacts already scheduled for the delay.

Workflow disabled, not executing action

If the workflow is turned off before an action can be executed, the contact will skip the action.

Did not re-enroll contact. Not allowed per workflow setting

By default, workflows only enrolls a contact once. If a contact meets the enrollment criteria again, they will not be enrolled in the workflow and this error message will appear.

To re-enroll a contact, change the workflow setting to allow multiple enrollments, then manually enroll the contact in your workflow.

Contact met branch criteria, continuing on the YES branch

When a contact arrives at an if/then branch, the workflow will check if they meet the criteria. If they do, they will continue on the YES branch and if they do not, they will continue on the NO branch.

How do I avoid errors in my workflow history?

It is recommended to plan and test your workflows before turning them on, so that the workflows do not need further updates or changes once they start enrolling contacts.

Updating a workflow once it is already turned on will affect enrolled contacts and may cause errors.

I'm testing my workflow and it's not enrolling contacts as expected - why?

If you're testing your workflow and it's not executing steps or enrolling contacts as you'd expect, click the Settings and History tabs for information on what may have occurred.

Learn more about testing your workflow.

If I edit a smart list tied to a workflow, will the new contacts be enrolled?

When you edit the filters of an active list that is currently used in the enrollment triggers of an active workflow, you'll be prompted to choose if the contacts in the newly updated list will be enrolled.

If you choose to enroll the newly eligible contacts, the contacts will be immediately enrolled in the workflow. Alternatively, you can choose to manually enroll contacts from a static list into a workflow at a later time.

Is there a limit on how many workflows I can have in HubSpot?

Marketing Hub ProfessionalSales Hub Professional and Service Hub Professional accounts have a limit of 300 workflows.

Marketing Hub EnterpriseSales Hub Enterprise and Service Hub Enterprise accounts have a limit of 500 workflows.

These limits include all types of workflows (i.e. contact, company, deal, ticket types).

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