Is there a way on a workflow to set a date/time to turn if off? Thanks!
Hi @JSchneiderOH,
No there is not but other users have requested this already: https://community.hubspot.com/t5/HubSpot-Ideas/Schedule-workflow-expiration-date/idi-p/424266
I’d recommend upvoting and commenting. The product team reviews these requests based on their popularity.
You can help other users find the request more easily and drive traction by also accepting my reply as a solution. I’d appreciate it, too!
Have a great day
Hi @JSchneiderOH,
Good news! There is now a beta for this:
Workflows
Setting to automatically turn off a workflow
Mar 13, 2024
What is it?
Workflows now have a setting that lets you set a date for your workflow to turn off automatically, bringing more control and peace of mind to your automated processes.
Why does it matter?
Workflows are intended to take manual tasks off your plate. But many automation users find themselves setting up reminders to manually go back into HubSpot on a day in the future to turn off a workflow that should only run for a specific period of time, like during a promotion. Turning unneeded workflows off when they’re no longer useful ensures that unwanted updates or communications don’t occur. We’ve now implemented a setting that can do this for you automatically, removing the need for that extra monitoring and manual effort.
How does it work?
In workflow settings, you’ll see a new option to set a date and time at which a workflow should automatically turn off.
Who gets it?
Marketing Pro, Marketing Enterprise, Ops Pro, Ops Enterprise, Sales Pro, Sales Enterprise, Service Starter, Service Pro, Service Enterprise
Learn More:
Learn more on the Knowledge Base
You can access this beta here:
Best regards