There are various workflows set up in HubSpot, organised into folders. Some, such as the workflows sending automated communications to students in clearing, are only required to be active at certain points in the academic year.
In order to switch workflows on and off:
- Locate the workflow of interest in HubSpot
- Click into the workflow to view
- Toggle the on/off switch in the top right corner
Note:
- Review workflow actions prior to switching off, to ensure no unexpected impacts are made
- We recommend setting HubSpot tasks to remind users to switch inactive workflows back on when required
Please use the following naming convention for a workflow: