Prevent workflows from triggering when a user is on vacation?

CRM & Sales CRM
1

Hi everyone :waving_hand:

I’m wondering if anyone has faced a similar situation with HubSpot workflows.

In my company (real estate), each user (our property finders) manages a portfolio of clients. We’ve set up workflows that trigger automatically when an agent hasn’t interacted with a client for a certain amount of time this helps to keep communication active and avoid clients being left unattended.

The issue is that when an agent goes on vacation, these workflows still trigger as if the agent had “abandoned” their clients… when in reality, they’re just away.

So here’s my question:
:backhand_index_pointing_right: Is there a way to indicate at the user level that someone is on vacation, so workflows linked to that user won’t trigger during their absence?

For example, through a custom user property like “On vacation = Yes” that could be used as a workflow condition.

Beyond this specific case, I think it would be really useful if we could store more information directly on users through user properties (like vacation status, availability, specialization, etc.). That would open up many possibilities for automation and organization.

Thanks in advance for your insights :folded_hands:

2

Hi @RandyPat,

There is no great solution for this, no. User availability currently does not tie well into workflows that reference record ownership.

One option, if all of these users are in a team, would be to have the workflow only address users from a team – and remove users from said team when they’re out of office.

Bulk marking all records as belonging to an out-of-office user is also an option, yes, but one that would feel unclean to me.

Alternatively, make a list of your workflows and remember to exclude records owned by ooo users in the enrollment criteria.

Best regards!