HubSpot New Feature Tutorial: Schedule a Workflow to Turn Off Automatically

This HubSpot tutorial highlights a new functionality within the settings of the HubSpot platform that enables users to automatically schedule the workflow to turn off.

Video Overview

• Schedule workflow termination: This video introduces a new setting that allows users to specify a date and time for their workflows to turn off automatically.
• Use case for the new feature: The video gives an example of how the new feature can be useful for users who run time-limited campaigns or specials that need to end on a certain date.
• Reminder to save the setting: Remember to always click save after you check the box and choose the date and time for the workflow termination, otherwise the setting will not be applied.

Schedule a HubSpot Workflow to Turn Off Automatically

Part 10 of our 'How to HubSpot' series focuses on a new setting that allows you to schedule a workflow to turn off automatically, adding a layer of convenience and precision to your marketing campaigns.

Imagine you’re running a time-sensitive promotion that ends on July 31st. With this new feature, you can set your workflow to turn off at 12:01 AM on that date, ensuring that no outdated emails continue to be sent out. This is particularly useful for lengthy campaigns spanning several months, where manually remembering to turn off a workflow could lead to errors.

Nancy highlights the relevance of this feature. In the past, you might have had to set calendar reminders to disable workflows manually. Now, you can plan ahead, knowing that your workflow will automatically cease sending emails once the promotion ends.

This not only saves time but also prevents the potential embarrassment of sending offers that are no longer valid.

A crucial reminder when using this feature: always remember to hit the save button at the bottom of the settings page. It’s easy to overlook, but without saving, your scheduled turn-off won’t be activated. This simple step is the final, essential action to ensure your workflows run—and stop—exactly as planned.

Stay tuned for more updates and tutorials from Xcellimark as we continue to guide you through HubSpot’s powerful CRM tools. Our aim is to help you streamline your digital marketing efforts, making them as effective and effortless as possible.