Our company came over from a different CRM system-
Many of the Company records we imported from that old system already had a “Close Date”, so that field was set when we imported those Comapnies.
However, the Close Date field is being updated by an “Unknown Workflow” (according to the property history) when any of those Companies sign a new deal.
Questions:
Does an “Unknown Workflow” mean something that Hubspot does natively?
Shouldn’t this field NOT get updated if it is already populated?
Hi @EBirdsall
Could you maybe share a screenshot of the property history?
Could you also check the “close date” property and see what, if any, workflows are listed there?
Also, are we talking about the default HubSpot Deal Property “Close Date”?
Judging by this community thread, “unknown workflow” seems to relate to system workflows that only admins can see.
Thanks
Frank
Hey Frank,
Thanks for the quick reply:
Here’s the Property History-
It looks like we did an import on 3/15/22 which set the close date to 2/25/22 (which is correct)
But then an “Unknown Workflow” ran (twice??) on 8/29/2022 and set the Close Date to 8/29/2022
This IS the default Hubspot Property of “Closed Date” (on Company records)
And when I checked the Property - there are no workflows listed in the “Used In” tab.
Hi @EBirdsall
That is definitely strange.
I’ve also just did a test in my portal, trying to replicate the “unknown workflow” activity. I thought HubSpot’s built in automation of setting the close date when a deal is moved to close won would cause this, but instead this shows me having moved the deal, see below:
Do you have a paid HubSpot subscription? If so, I’d definitely flag this with HubSpot Support and ask them to provide more details.
Sorry I couldn’t be of more help.
Frank