HubSpot Ideas

Beata_W

Export a list of deals that are enrolled in a workflow

Hello, I need to export a list of deals that are enrolled in a workflow (deal-based). It doesn't matter how I do it, whether by

- directly exporting from the workflow's enrollment history

or

- just using a filter to display deals enrolled in the specific 'x' workflow."

9件のコメント
laurabren
投稿者

This would be HUGELY useful - it's frustrating that I can't use "workflow enrollment" in deal list filter criteria the same way I can with contacts. Being able to export the list of workflow enrollments would be a decent alternative. Not being able to do either of these things can be really difficult for troubleshooting certain workflows.

JCal
メンバー

+1

EVivasGomez
メンバー | Gold Partner

+1

ARumack
メンバー

+1

SHolzner
メンバー

+1

svamann
投稿者

I'm astonished that I cannot do this. I need to reenroll all deals in a certain workflow, to fix some data that the workflow previously generated incorrectly. And now I'm struggling to identify these deals...

JNogues
メンバー

+1

At deals, we can see the "Workflow Activity", but at list, we cant use it as a filter. 

Thanks!!

 

JWard3
メンバー

Totally agree. I have an exsiting workflow that needs an unenrollment trigger. Hubspot says I have to close the workflow to add the unenrollment trigger, but I have hundreds of deals in the original workflow and I don't know how to enroll them in the new one!  

mcraciun
HubSpot Employee

+1 needed for workflow enrollment