Last updated: January 24, 2025
Available with any of the following subscriptions, except where noted:
Marketing Hub
Professional
,
Enterprise
|
Sales Hub
Professional
,
Enterprise
|
Service Hub
Professional
,
Enterprise
|
Operations Hub
Professional
,
Enterprise
|
Before turning on your workflow, test your workflow to preview the automation and check that it'll work as expected. When testing a workflow, you can preview how a specific record will go through a workflow. For example, you can test your workflow to check which branch a record will proceed to.
- In your HubSpot account, navigate to Automations > Workflows.
- Click the name of a workflow.
- In the top right, click Test.
- In the right panel, you can enter the name of the contact that you'd like to test. Alternatively, click the dropdown menu to sort your records alphabetically by name, last update date, or date created.
- After locating the record that you'd like to test, hover over the record and click Choose.
- At the top, select from the following options:
- Automatic: preview what happens when a record automatically enrolls based on the workflow's enrollment triggers. Learn more about enrollment triggers.
- Manual: preview what happens when a record is manually enrolled in the workflow by a user. Learn more about manually enrolling contacts into workflows.
- If the record meets the enrollment criteria, a simulated outcome and timestamp of each action will appear. The record's path will be highlighted in green in the workflow preview. No actual actions will be executed.
- To review more details about each action, click the [action name] expand the action.
- When reviewing Branch actions, the branch outcome will be predicted based on the current state of the record. To preview the test based on other branches, click the dropdown menu and select another branch.
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- When reviewing Send email actions, to receive a copy of the email, click Send preview.
- This will send all emails from the preview path, not just the selected Send email action.
- HubSpot will send the test email to your email address, not the tested contact's email address.
- When reviewing Send email actions, to receive a copy of the email, click Send preview.
- If the record does not meet the enrollment criteria, an error message will apppear. To review additional details, click to expand the Record didn't meet the enrollment criteria section.
- To test another record, at the top, click Change record.
- To exit the workflow test, in the top left, click the X icon.
