Lists, Lead Scoring & Workflows

SHunter3
参加者

I need to identify which workflows contain a user I wish to delete?

解決

Before I delete a sales user, I need to identify if he is connected to any workflows we ahve running. Is there a simple way to do this?

1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

I need to identify which workflows contain a user I wish to delete?

解決

Hi @SHunter3,

 

Unfortunately, you'll have to check these workflows one by one to remove any associations or references to this user. To faciliate this process, I'd recommend exporting your workflow data. At least, it's easy to keep track of your progress then.

 

Other users have already asked for better features here: See all the workflows a HubSpot user is referenced I'd recommend upvoting the request and commenting with your use case. The product team evaluates these submissions based on popularity.

 

HubSpot also has an overview of what happens when you remove a user but it doesn't offer much help for this specific issue.

 

Best regards!

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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4件の返信
SDadhich
メンバー

I need to identify which workflows contain a user I wish to delete?

解決

Hi,

 

While exporting data using workflows numeric output is appearing instead of text. Can someone help me with that?

 

Thanks 

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

I need to identify which workflows contain a user I wish to delete?

解決

Hi @SHunter3,

 

Unfortunately, you'll have to check these workflows one by one to remove any associations or references to this user. To faciliate this process, I'd recommend exporting your workflow data. At least, it's easy to keep track of your progress then.

 

Other users have already asked for better features here: See all the workflows a HubSpot user is referenced I'd recommend upvoting the request and commenting with your use case. The product team evaluates these submissions based on popularity.

 

HubSpot also has an overview of what happens when you remove a user but it doesn't offer much help for this specific issue.

 

Best regards!

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.

DFeinstein
メンバー

I need to identify which workflows contain a user I wish to delete?

解決

Hi, don't we have the option asked in the original quest? To find on which Workflows is involved a User?

0 いいね!
SHunter3
参加者

I need to identify which workflows contain a user I wish to delete?

解決

Thanks for your reply. I suspected as much, but I will take up your reccomendation of exporting the work flow data.

 

Regards

Sarah