URGENT - Problems with Workflow

Good afternoon everyone! How are you? I’m Julio, Sales Ops at a financial market company in Brazil.

I accidentally inserted numerous deals into a workflow, and this has caused a big issue in our CRM. In total, more than 2400 deals went through the process again, creating a tremendous issue.

I need some way to “undo” this action. Can you help me figure out how to do this?

I tried getting help from support, but I couldn’t solve the problem.

This is very important!!

Hi @jdlcdv,

Happy to help here. Can you please share a screenshot of the entire workflow? This is crucial to understanding which changes have been made.

I’ll also give you the bad news: There is no undo-button. We’ll have to get an understanding of what happened and very likely painstakingly restore the previous state, if possible.

Thanks for the atention @karstenkoehler !!
There are 50 “steps” in the workflow. I’ve printed a few. They are attached. How to restore to the previeous state?

Hi @jdlcdv,

There is no way to automatically go back to before enrollment. If HubSpot support told you the same thing then it’s because it’s true. There is no reverse or undo option.

The workflow interface is not in English but it looks like a lot of actions update property values.

Your best option is to export historical property values and reimport the previous ones. This is explained here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Importing-Historical-Property/m-p/332929

Youll have to do this property by property, and yes, it will very likely take many hours to complete.

I’ve used HubSpot for a decade and I’m not aware of a faster solution. This is with very high likelihood your best option.

Some actions, like the Google Sheet, cannot be reversed from HubSpot’s side at all. You could consider going back in Google sheet version history.

Good luck!

Thanks again @karstenkoehler
Yes, I was reading this article that you’ve sugested and probably is the only option.
If HubSpot had this “undo” option in cases like these, it would be perfect.

Hi Julio, I’m sorry to hear about the massive issue you’re facing. This kind of problem—where a mistake in a workflow can cause widespread, unintended consequences—is exactly what my app, WorkflowGuard, is built to prevent and fix.

Here’s how WorkflowGuard would have helped you:

  • Version Control and Automatic Backups: WorkflowGuard automatically creates a versioned backup of your workflows every time a change is made. If you had an old, correct version of the workflow saved, you could have easily rolled back to it.
  • Instant Rollback: My app offers a one-click restore to any previous version. You could have instantly reverted the workflow to its state before the accidental change, stopping the unintended actions and preventing further deals from entering the process.
  • Preventive Measures: Even better, the comprehensive logging and audit trail in WorkflowGuard would help you pinpoint exactly what change caused the issue. This makes it easier to prevent similar mistakes in the future.

While I understand the situation is urgent right now, using a tool like WorkflowGuard can provide a critical safety net, ensuring you never face this kind of problem again.

[Link to WorkflowGuard app]

Hi @jdlcdv,

Good news, should this happen again, there is now a dedicated feature for that :slightly_smiling_face: HubSpot Login and Sign in


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.

:backhand_index_pointing_right: [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:

  1. Open the workflow you want to restore.
  2. In the workflow canvas, select View > Enrollment History
  3. Click Undo CRM changes and choose a time range (up to the last 14 days)
  4. Select Prepare preview and review the changes before restoring them
  5. 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