To prevent errors, I would like to see everywhere a form is referenced in HubSpot, particularily workflows.
This way if a form needs to change, I can cross reference any associated workflows to make sure nothing breaks or needs updating, compared to needing to manually go through all workflows.
Form and workflow connections are available in HubSpot.
To see workflows in forms, go to Marketing > Lead Capture > Forms > Click the name of the form > See the Workflows section.
To see forms in workflows, go to Automation > Workflows > Go to the row of the workflow of interest > Click the More button > Select View Connections > See the Forms section (Forms will only be displayed if forms are connected to that workflow).
Agreed! The functionality exists for other Hubspot objects/fields. Right now I am manually checking every workflow and automation to see how they are affected by form updates.
Form and workflow connections are available in HubSpot.
To see workflows in forms, go to Marketing > Lead Capture > Forms > Click the name of the form > See the Workflows section.
To see forms in workflows, go to Automation > Workflows > Go to the row of the workflow of interest > Click the More button > Select View Connections > See the Forms section (Forms will only be displayed if forms are connected to that workflow).
Thank you,
Jess
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.