Export a list of deals that are enrolled in a workflow

HubSpot Ideas
1

Hello, I need to export a list of deals that are enrolled in a workflow (deal-based). It doesn’t matter how I do it, whether by

- directly exporting from the workflow’s enrollment history

or

- just using a filter to display deals enrolled in the specific ‘x’ workflow."

2

This would be HUGELY useful - it’s frustrating that I can’t use “workflow enrollment” in deal list filter criteria the same way I can with contacts. Being able to export the list of workflow enrollments would be a decent alternative. Not being able to do either of these things can be really difficult for troubleshooting certain workflows.

3

+1

4

+1

5

+1

6

+1

7

I’m astonished that I cannot do this. I need to reenroll all deals in a certain workflow, to fix some data that the workflow previously generated incorrectly. And now I’m struggling to identify these deals…

8

+1

At deals, we can see the “Workflow Activity”, but at list, we cant use it as a filter.

Thanks!!

9

Totally agree. I have an exsiting workflow that needs an unenrollment trigger. Hubspot says I have to close the workflow to add the unenrollment trigger, but I have hundreds of deals in the original workflow and I don’t know how to enroll them in the new one!

10

+1 needed for workflow enrollment

11

Hi everyone! :waving_hand:

I’m excited to share that this feature is now live :tada: You can export workflow enrollments and action executions into a CSV file, making it easier to analyze, troubleshoot, and audit your workflows.

You can learn more about how it works in the rollout here.

As always, we’d love your feedback. If you have thoughts or suggestions, please share them using this feedback form.

Thank you all for the feedback that helped shape this feature. We really appreciate it!