Can I undo a bulk manual pipeline enrolment?

ODaniels — Wed, 14 Feb 2024 18:00:05 GMT

I was creating a pipeline workflow automtation and accidentally bulk enrolled *all* deals into the pipeline - how do I unerol them?

Re: Can I undo a bulk manual pipeline enrolment?

karstenkoehler — Wed, 14 Feb 2024 18:09:41 GMT

Hi @ODaniels

Can you share a screenshot of the automation you're referring to?

Generally there is no back button for automation. If the automation made changes to a record, the steps to go to the previous state are manual. Here's a good tutorial: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Importing-Historical-Property/m-p/332929/highlight/true#M1241

If you have a Professional subscription, you can use another workflow to unenroll the records from an automation like @Jnix284 explained.

If you share more details, I can elaborate.

Best regards!

Re: Can I undo a bulk manual pipeline enrolment?

Jnix284 — Wed, 14 Feb 2024 18:04:48 GMT

Hi @ODaniels I would create a new workflow with the trigger that says "was enrolled in X workflow" and then set your unenrollment to be the specific workflow ("X"):

This will remove them from the workflow when you enroll them in the new one.

You can then set the workflow to remove them once the criteria are no longer met (they aren't part of workflow "X") - change this from No to Yes (mine is greyed out because I didn't configure the criteria yet):

Re: Can I undo a bulk manual pipeline enrolment?

ODaniels — Fri, 16 Feb 2024 09:35:51 GMT

Thanks @karstenkoehler, that worked (along with some livechat help from a great Hubspot agent)!

😁

Re: Can I undo a bulk manual pipeline enrolment?

karstenkoehler — Thu, 19 Mar 2026 05:19:46 GMT

Hi @ODaniels,

Good news, should this happen again, there is now a dedicated feature for that 🙂 https://app-eu1.hubspot.com/l/product-updates/?rollout=291891

Workflow CRM Property Data Restore

What’s changed?

Updated to reference "Restore CRM Properties and Records" as the underlying backup system instead of "Unified Data Backup and Restore system," providing clearer naming and alignment with the current platform terminology. No changes to functionality or access requirements.

What is it?

Workflow CRM Property Restore is a feature that allows admins to safely undo CRM property changes made by a workflow within the last 14 days.

Instead of manually fixing records, you can restore property values that were changed during that period, helping you quickly recover from unintended changes.

Workflow Data Restore is built on HubSpot’s Restore CRM Properties and Records, which automatically captures CRM changes made in the last 14 days. This ensures you can reliably restore CRM property updates done by a Workflow!

Why does it matter?

Workflows are a powerful automation tool in HubSpot that can update thousands of CRM records in seconds. However, if it's configured in a way that doesn't match the intended outcome, such as incorrect enrollment criteria, logic errors, or accidental edits, it can unintentionally update or delete a large number of CRM records.

Without an easy way to undo those updates, users spend hours manually exporting, filtering, and repairing data to get things back to the way they were.

Workflow CRM Data Restore helps teams:

Recover quickly from automation mistakes

Fix unintended property changes without exporting data or writing cleanup workflows

Restore values changed by a workflow without undoing other recent work

Reduce operational risk when iterating on workflows

Make changes to live workflows with more confidence

Experiment and improve automation, knowing there’s a clear recovery path

Save time and prevent manual cleanup

Avoid hours of spreadsheet work or doing imports to update data

Eliminate the need to re-enter data or reverse changes record by record

Maintain data trust across teams

Ensure CRM data stays accurate and reliable

Minimize downstream impact on reporting, sales processes, and customer communication

By giving you a way to undo changes, Workflow Data Restore makes Workflows safer to use at scale, especially for teams that rely heavily on workflows to manage critical CRM data.

How does it work?

Data Backup and Restore Public Beta access is also required

Workflow Data Restore is built on HubSpot’s Unified Data Backup and Restore system. To use this feature, you must also be enrolled in the Unified Data Backup and Restore public beta.

👉 [Click here to join the Restore CRM Properties and Records public beta]

Once you’ve joined both betas, you’ll have access to the Workflow CRM Property Data Restore feature.

To restore Workflow Property changes:

Open the workflow you want to restore.

In the workflow canvas, select View > Enrollment History

Click Undo CRM changes and choose a time range (up to the last 14 days)

Select Prepare preview and review the changes before restoring them

Confirm to restore the eligible property updates made by the workflow

Workflow CRM Property Data Restore Knowledge Base Article

Who gets it?

Marketing Hub Enterprise, Data Hub Enterprise, Sales Hub Enterprise, Service Hub Enterprise, Smart CRM Enterprise

Best regards

topic Re: Can I undo a bulk manual pipeline enrolment? in Tips, Tricks & Best Practices

Can I undo a bulk manual pipeline enrolment?

Re: Can I undo a bulk manual pipeline enrolment?

Re: Can I undo a bulk manual pipeline enrolment?

Re: Can I undo a bulk manual pipeline enrolment?

Re: Can I undo a bulk manual pipeline enrolment?

Workflow CRM Property Data Restore

What’s changed?

What is it?

Why does it matter?

Workflow CRM Data Restore helps teams:

Recover quickly from automation mistakes

Reduce operational risk when iterating on workflows

Save time and prevent manual cleanup

Maintain data trust across teams

How does it work?

Data Backup and Restore Public Beta access is also required

Who gets it?