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EVatsev
Participant

Workflows automatically creates lists I don't want

SOLVE

Hello,

 

I am creating a deal based workflow that will add deals to a list when a deal contains a specific line item. I created a static list, tested the workflow and it does what it's purpose is.

 

However, it created a list automatically. These lists always have [Workflows] - DATE AND TIME - WORKFLOW NAME in their name. Why are these lists being created? The point of my workflow is to add deals to a list that I created and now I am going to have 2 exactly the same lists. 

 

Can someone explain what I am missing here? 🙂

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflows automatically creates lists I don't want

SOLVE

Hi @EVatsev,

 

Workflows don't create lists on their own. What you're experiencing are likely the lists that you can create as a preview of records to be enrolled before turning the workflow on. This will show you which workflows would be enrolled.

 

If the list your seeing is a static list and starts like this "[Workflows] -", then these were not created automatically by the workflow but by a user in your HubSpot portal by clicking this, potentially accidentally:

 

karstenkoehler_0-1732696485870.png

 

If this option is clicked, one list will be created once.

 

In over a decade of using HubSpot, I have never seen these lists created without a user clicking the link in the screenshot above. If you do, I'd recommend reaching out to HubSpot support.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Replies 2
EVatsev
Participant

Workflows automatically creates lists I don't want

SOLVE

Thanks @karstenkoehler ! The user that clicked that link is me 😄 it is nice to get a preview, however I don't want to keep that list, it creates a bit of a mess in the system.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflows automatically creates lists I don't want

SOLVE

Hi @EVatsev,

 

Workflows don't create lists on their own. What you're experiencing are likely the lists that you can create as a preview of records to be enrolled before turning the workflow on. This will show you which workflows would be enrolled.

 

If the list your seeing is a static list and starts like this "[Workflows] -", then these were not created automatically by the workflow but by a user in your HubSpot portal by clicking this, potentially accidentally:

 

karstenkoehler_0-1732696485870.png

 

If this option is clicked, one list will be created once.

 

In over a decade of using HubSpot, I have never seen these lists created without a user clicking the link in the screenshot above. If you do, I'd recommend reaching out to HubSpot support.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes