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Articles tagged with #revops
Quick Answer: A HubSpot workflow audit for a new client starts with taxonomy, not automation. Before touching a single workflow, an experienced consultant maps the naming conventions, separates workfl
July's Howly release removes the 50-workflow cap on free accounts, so the entire portal is visible on the free plan. Data agent and agent hub actions now surface directly on the workflow canvas. The audit report has been rebuilt with best practice recommendations, one-click links back into HubSpot, and full brand customization. Navigation also got faster, with a new search box, a Recent Changes panel, and trigger-type filtering.
A repeatable process for inventory, dependency mapping, and impact analysis, built for portals too large to hold in one person's head.
Nine workflow visibility gaps that hide broken automation and risky dependencies
Workflow sprawl is what happens when a HubSpot portal accumulates workflows faster than anyone documents them, until nobody can say with confidence what triggers what, what depends on what, or what breaks if a workflow is turned off. It is not caused by having too many workflows. It is caused by having workflows nobody can see the connections between. The fix is dependency visibility, not deletion.
How to Document HubSpot Workflows Quick answer: Documenting HubSpot workflows means recording what each workflow does, why it exists, and how it connects to other workflows across the portal. HubSpot'
