Quick tipHow toMarketing HubSales Hub

Test a workflow before turning it on

Tests check current enrollment criteria.

Subscription
Professional or Enterprise
Permissions
Workflows access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: testing shows whether a record meets the current enrollment criteria and previews actions. A record may still not enroll even when it meets the criteria. Tests use the current version of the workflow.

1. In HubSpot

The relevant screen in my demo portal.

Summary showing Would enroll badge and the Workflow revision at the time link highlighted
Summary and the revision link. The contact name is blurred.

2. Worth knowing

Event triggers can't be tested this way.

3. Related

Troubleshooting enrollment and event triggers.

Sources

New field notes by email

One email when a new article publishes.

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