How to View Workflow Change History in Hubspot
Understanding how to track workflow changes in Hubspot is essential for auditing automation, troubleshooting issues, and collaborating safely with your team. This guide walks you through every step of using the workflow history tools so you always know who changed what and when.
By mastering workflow change history, you reduce errors, speed up debugging, and keep your CRM automation compliant and well documented.
What Is Workflow Change History in Hubspot?
Workflow change history is a detailed audit log that records configuration edits in your automation. It shows who made a change, what was modified, and the exact time it happened.
In Hubspot, this history is available at two levels:
- The workflow-level history for a single automation
- The global workflow history across all workflows in your account
Using both views helps you quickly trace the source of issues such as unexpected enrollments, property updates, or email sends.
How to Open Workflow-Level History in Hubspot
Start with the history of a specific workflow when you want to audit or roll back recent edits to a single automation.
Step-by-step: Access one workflow’s history
- Sign in to your Hubspot account.
- Go to Automation > Workflows from the main navigation.
- Find the workflow you want to examine in the listing page.
- Click the workflow name to open the editor.
- In the workflow editor, locate the top action bar.
- Click the History tab to view the log of changes for this workflow.
In this view, you will see a chronological list of edits, including user, timestamp, and a summary of the action performed.
What you can see in a workflow’s history
The workflow-level history in Hubspot typically includes:
- Creation, cloning, or deletion of actions
- Changes to enrollment triggers or suppression settings
- Updates to delays, branches, and if/then logic
- Edits to workflow settings such as re-enrollment or associated objects
Use this list to pinpoint the specific change that caused an unexpected behavior, such as a sudden spike in enrollments or a missing notification.
How to View Global Workflow History in Hubspot
Sometimes you need to see all workflow edits across your account, not just for a single automation. The global workflow history view in Hubspot provides that account-wide perspective.
Open the global workflow history screen
- In your Hubspot portal, go to Automation > Workflows.
- At the top of the workflows dashboard, look for a History or Change history option.
- Click it to open the global workflow activity log.
This page lists changes from all workflows in your account, sorted by time, along with the user who made each change.
Types of changes visible globally
In the account-wide history view, you can identify:
- New workflows created or cloned
- Workflows turned on or turned off
- Bulk updates to workflow settings
- Edits to actions affecting large segments of contacts, companies, or deals
This global log helps managers and admins oversee how teams are updating automation and detect risky or unintended changes early.
Filtering Workflow History in Hubspot
Filtering is crucial when your portal has many workflows or frequent edits. Hubspot lets you narrow down history records so you can find exactly what you need.
Common filters you can use
While options may vary by subscription, typical filters in the workflow history view include:
- Date range – Limit results to a specific day, week, or custom period.
- User or owner – Show only changes made by a particular team member.
- Workflow – Focus on one or a set of workflows.
- Change type – Filter by events like turned on, turned off, edited action, or enrollment setting changes.
How to apply filters effectively
- Open the global history or a single workflow’s history in Hubspot.
- Locate the filter bar or filter dropdowns at the top of the list.
- Select your desired criteria such as user, date range, or workflow.
- Apply the filter and review the refined list of changes.
Combine filters (for example, a specific user and a short date range) to quickly isolate the change that triggered an issue.
Exporting Workflow History from Hubspot
For audits, compliance, or internal reporting, you may need a copy of your workflow history outside of Hubspot. Many portals allow exporting change logs for record-keeping.
Steps to export workflow history
- Open the workflow history view (single workflow or global) in Hubspot.
- Look for an Export button or menu option near the top right.
- Choose your export format, typically CSV.
- Select your date range and other parameters, if prompted.
- Confirm the export and download the file once it is ready.
After export, you can analyze the file in tools like Excel, Google Sheets, or your business intelligence platform.
Best practices for exported logs
- Store exports in a secure shared drive with restricted access.
- Schedule periodic exports for regulated industries that require change tracking.
- Use filters before exporting to keep files focused and manageable.
Using Hubspot Change History for Troubleshooting
Workflow history is one of the most powerful diagnostic tools in your Hubspot account. When something goes wrong in automation, your first step should be to inspect recent edits.
Typical troubleshooting workflow
- Identify the symptom, such as incorrect enrollments or missing emails.
- Estimate when the issue first appeared.
- In Hubspot, open workflow history and filter by the corresponding date range.
- Look for changes to enrollment conditions, delays, or email actions around that time.
- Roll back the change or adjust the workflow logic as needed.
This systematic approach shortens debugging time and helps you maintain clean, predictable automation.
Governance and Team Collaboration in Hubspot
Beyond troubleshooting, workflow history supports stronger governance and collaboration inside Hubspot.
Governance tips
- Assign clear ownership for critical workflows and monitor edits regularly.
- Use history logs during quarterly automation reviews.
- Document major changes in a shared playbook or internal wiki.
Collaboration tips
- Encourage team members to review history before editing a workflow they did not build.
- Use change history to train new users on how edits affect live automation.
- Discuss notable changes in your CRM or RevOps meetings using screenshots or exports.
Additional Resources
To dive deeper into official product details and the most up-to-date interface steps, review the original Hubspot documentation on workflow changes: View workflow changes.
If you need strategic help designing robust automation governance, analytics, or integrations around your Hubspot setup, you can explore consulting services at Consultevo.
By actively monitoring workflow change history and exporting logs when necessary, you keep your Hubspot environment stable, auditable, and ready to scale with your organization.
Need Help With Hubspot?
If you want expert help building, automating, or scaling your Hubspot , work with ConsultEvo, a team who has a decade of Hubspot experience.
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