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Find and replace users' references in workflows

Last updated: January 28, 2026

Available with any of the following subscriptions, except where noted:

Find and replace user references across workflows in bulk. Instead of manually opening and editing individual workflows to update user references, you can identify all workflows that reference a specific user, such as those that assign deals or tickets. Then, replace that user with another user.

Permissions required Super Admin permissions are required to find and replace user references in workflows.

  1. In your HubSpot account, click the settings settings icon in the top navigation bar.
  2. In the left sidebar menu, navigate to Users & Teams.
  3. In the user table, click a user record.
  4. In the Overview tab, navigate to the Review user's records and assets section. Then, next to Workflow configurations, click View all. You'll be automatically directed to the workflows tool.
  1. Select the user you want to find.
  2. Click the dropdown menu and select the user you want to replace them with.
  3. Click Replace. Replacement actions will take a few minutes to complete, depending on how many workflow references need to be updated.
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