Test your company, deal, quote, or ticket-based workflows

Last updated: October 28, 2019

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

In company, deal, quote, or ticket-based workflows, there are two testing features:

  • Use the Test criteria feature to see which enrollment criteria a specific company, deal, quote, or ticket record meets.
  • Use the Test feature to preview how a specific record will proceed through a workflow once enrolled.

 If you're using a contact-based workflow, learn more about testing your contact-based workflows.

Test records against your workflow enrollment trigger(s)

To see whether a company, deal, quote, or ticket meets the starting criteria of a workflow:

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a workflow.
  • Click the Enrollment triggers box.
  • In the right panel, click Test criteria.
  • In the dialog box, use the search bar to search for and select a record to test.
  • Click Test.
  • The right panel will indicate if the record meets or does not meet the enrollment trigger criteria.

Test records against your workflow actions

To see how a company, deal, quote, or ticket will proceed through your workflow if enrolled: 

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of a company, deal, quote, or ticket-based workflow or set up a new workflow.
  • In the upper right, click Test.
  • In the right panel, click the Preview for dropdown menu and select a record to enroll. 
  • To preview emails included in the workflow, select the Send me the emails this workflow would deliver checkbox. Send internal email notification emails will not be sent when testing.
  • Click Test.

During the test, no actions will be executed. When the test is complete, the right panel will show whether the record meets the enrollment criteria, and the simulated outcome and timestamp of each action. 

workflow-test-sidebarIf your workflow includes if/then branches, the right panel will show the branch the record would take. To preview other possible branch outcomes, click the arrow up icon next to a YES or NO label, then select Yes or No.