BetaRestore workflow CRM property changes

Use the workflow data restore feature to undo CRM property changes made by a specific workflow. Instead of manually fixing records or rolling back unrelated data, you can restore only the values that were changed by a specific workflow during a selected timeframe.

Understand limitations and considerations

• To use this feature, you must be opted into both the Workflow CRM Property Data Restore beta and the Seamlessly Restore CRM Data beta. If not, the feature will not appear in your account. 

• You can only restore workflow CRM property changes from the last 14 days. Workflow CRM property changes older than 14 days cannot be restored. 

• To restore your workflow CRM property changes, you must turn on your HubSpot user notifications to receive an in-app or email Review before you restore notification.

Restore workflow CRM property changes from the workflow editor

To restore property changes from your workflow editor:

1. In your HubSpot account, navigate to Automation > Workflows.
2. Click on the workflow with CRM property value changes that you'd like to revert.
3. In the top right, click Performance history and select Enrollment history. 
4. In the right panel, click Undo CRM changes. 
   
   

5. In the dialog box, configure your start and end timeframe. You can revert CRM property changes caused by workflows for up to 14 days ago. 
6. At the bottom, click Prepare preview. Then, click X to exist the dialog box.
   • When the preview is ready, you will receive a notification. Then, you can preview the records to be reverted and complete your restore.
   • You must turn on your HubSpot user notifications to receive this notification.

Restore workflow CRM property changes from the workflow's details page

To restore property changes from your workflow details page:

1. In your HubSpot account, navigate to Automation > Workflows.
2. Hover over workflow with CRM property value changes that you'd like to revert and click More. Then, select View details.
3. Click the Action logs or Enrollment history tab. 
4. in the top right, click Undo CRM changes. 
    

5. In the dialog box, configure your start and end timeframe. You can revert CRM property changes caused by workflows for up to 14 days ago.
6. At the bottom, click Prepare preview. Then, click X to exist the dialog box.
   • When the preview is ready, you will receive a notification. Then, you can preview the records to be reverted and complete your restore. 
   • You must turn on your HubSpot user notifications to receive this notification.
     
     

Complete your CRM property changes restore

1. From your in-app or email notification, click Review and restore data. You'll be automatically directed to the Backup and Restore settings.
2. To review the records to be restored, click [x] modified records. Learn more about using the restore property edits tool. 
3. To restore the records to their former state, select the Select all [x] records checkbox. 
4. Click Execute restore.