Last updated: October 1, 2026
Available with any of the following subscriptions, except where noted:
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Marketing Hub
Professional, Enterprise
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Sales Hub
Professional, Enterprise
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Service Hub
Professional, Enterprise
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Data Hub
Professional, Enterprise
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Smart CRM
Professional, Enterprise
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Revenue Hub
Professional, Enterprise
Find and replace user references across workflows in bulk. Instead of manually opening and editing individual workflows to update references to another user, you can identify all workflows that reference a specific user. Then, replace that user with another user.
For example, a sales rep has planned to be out of office for an extended period of time. As a sales manager, you can use this feature to find and replace all references to this rep in your lead assignment workflows.
Permissions required Super Admin permissions are required to find and replace user references in workflows.
- In your HubSpot account, click the
settings icon in the top navigation bar. - In the left sidebar menu, navigate to Users & Teams.
- In the table, click the name of the user that you'd like to replace in workflows.
- At the bottom of the Overview tab, next to Workflow configurations, click View all.
- In the right panel, set up your user replacement:
- Click the Find dropdown menu and select the user you want to replace.
- Click Replace with dropdown menu and select the replacement user
- At the bottom, click Replace. Replacement actions will take a few minutes to complete, depending on the number of workflow references to be updated.
