Workflows end automatically

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Occasional Contributor

Hi Community,

is it possible to let workflows end automatically at a given date?

If not, the only way is to turn workflows manually inactive?

 

 

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Community Thought Leader | Diamond Partner

Hi @Sebastian1

 

You can't configure a workflow to turn off automatically. 

 

However, you can use date properties to prevent enrollment after a specified date. 


For example, when preparing new lead nurturing workflows, but I want contacts in old ones to complete the workflow, I add an enrollment criteria like 'create date is before X' to stop new contacts going in. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Q: Is it possible to [force] workflows end automatically at a given date? If not, the only way is to turn workflows manually inactive??

 

Short A: No. However, ...

 

Longer A:

As Phil pointed out, you can't force workflows to 'turn off' automatically. And you can certainly use date-related enrollment criteria.

 

You may also use a Date Centered Workflow and set all actions to occur BEFORE the target date. This will not make your workflow 'inactive' on the target date, but it will effectively disable any future actions from occuring after that point in time.

 

Finally, at the end of your workflow(s), you may always tell it/them to auto-create a task reminding you, "Hey, I'm done ... turn me off!" Smiley Happy

 

Just a thought.

 

Always happy to help. Reach out anytime if we can be of assistance with HubSpot.

 

Best,
Frank


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www.MFrankJohnson.com

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Community Thought Leader | Diamond Partner

Hi @Sebastian1

 

You can't configure a workflow to turn off automatically. 

 

However, you can use date properties to prevent enrollment after a specified date. 


For example, when preparing new lead nurturing workflows, but I want contacts in old ones to complete the workflow, I add an enrollment criteria like 'create date is before X' to stop new contacts going in. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Occasional Contributor

It is good to know about this workaround, but it is a workaround to turning the campaign off. Would be ideal for HubSpot to add just the general feature that allows you to set a date for a workflow to end. 

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Community Superstar

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: Is it possible to [force] workflows end automatically at a given date? If not, the only way is to turn workflows manually inactive??

 

Short A: No. However, ...

 

Longer A:

As Phil pointed out, you can't force workflows to 'turn off' automatically. And you can certainly use date-related enrollment criteria.

 

You may also use a Date Centered Workflow and set all actions to occur BEFORE the target date. This will not make your workflow 'inactive' on the target date, but it will effectively disable any future actions from occuring after that point in time.

 

Finally, at the end of your workflow(s), you may always tell it/them to auto-create a task reminding you, "Hey, I'm done ... turn me off!" Smiley Happy

 

Just a thought.

 

Always happy to help. Reach out anytime if we can be of assistance with HubSpot.

 

Best,
Frank


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

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