Turn off workflows

Turn a workflow off to stop your automation and any impact on records in the workflow. When a workflow has been turned off, no records will be enrolled. Existing records that are still in the workflow will continue through the workflow, but any actions apart from delays will not be executed.

To prevent actions from executing on a specific day, we recommend using pause dates instead. Learn more about setting up pause dates.

Turn off a workflow manually 

To manually turn off a workflow:

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of the workflow.
• In the upper right, click to toggle the Workflow is ON switch off.
  
  

Turn off a workflow automatically

• In your HubSpot account, navigate to Automations > Workflows.
• Click the name of the workflow.
• At the top, click the Settings tab.
• In the right panel, click to toggle the Schedule workflow to turn off automatically switch on.
• Click the Turn off this workflow on date picker and select a date. Then, select a time to turn the workflow off as well.
• If the workflow is already turned on, click Save. The workflow will automatically update.
• If the workflow has not been turned on, in the top right, click Review and publish, then click Turn on. 
   

Impact on records in a workflow that is turned off

When a workflow is turned off, records that meet the enrollment triggers will not be enrolled. Records currently enrolled in the workflow will stay enrolled, but any actions apart from delays will not be executed.

In further detail, actions, if/then branches, delays, and scheduled actions will work as follows:

• Actions: all actions will be skipped, and the workflow history will show an error for each skipped action. The error message will display: Action was skipped because the flow was turned off.
• If/then branches: all branches will still evaluate enrolled records. The workflow history will show a success message for each if/then branch, along with the resulting event.
• Delays: records in the workflow will enter any delays. The workflow history will show a success message for each delay, along with the resulting event.
• Scheduled actions: any scheduled actions will remain scheduled.
  • When the scheduled time arrives, the record will skip the scheduled action. For example:
    • A record has completed action #1 in your workflow, and it is scheduled for action #2 to execute two days later.
    • You turn the workflow off, and two days pass and the scheduled time for action #2 arrives. Because the workflow is still off, action #2 will not execute for that record.
    • The record will continue to the next action, scheduled delay, or will complete the workflow if there are no more actions.
  • If you turn a workflow off while a record is scheduled for an action, and then turn the workflow back on, the record will complete the scheduled action. For example:
    • A record has completed action #1 in your workflow, and it is scheduled for action #2 to execute two days later.
    • You turn the workflow off, then one day passes and you turn the workflow on again. One more day passes and the scheduled time for action #2 arrives. Because the workflow is on when action #2 is scheduled to execute, action #2 will execute for that record.
    • The record will continue to the next action, scheduled delay, or will complete the workflow if there are no more actions.

Please note: when a record skips actions when a workflow is turned off, these actions will not be executed when the workflow is turned on again. It is currently not possible to re-enroll a record into a specific step in a workflow.