I’ve been setting up HubSpot for one of my clients and I’m running into some issues. The whole point of automation was to make things easier, right? But now that we have all these different workflows running for things like nurturing prospects, assigning tasks, and managing team handoffs, everything seems really fragile.
When I make even tiny adjustments, it ends up breaking other parts of the system. I spend way too much time trying to figure out which workflow is causing problems and what’s connected to what. It’s like solving a puzzle every time something goes wrong.
Has anyone else noticed that HubSpot’s automation tools are really powerful but maybe too simple to set up? It seems like you can easily make things way more complicated than they need to be. What strategies do you use to keep your automation organized and easy to manage when you’re working with lots of workflows?
oh man, i feel ur pain! hubspot workflows get messy fast. two things saved my sanity: naming conventions with prefixes (NURTURE_, SALES_, etc.) and a simple spreadsheet documenting what triggers what. sounds boring but you’ll thank me when everything breaks at 2am.
Hit this same issue around 6 months back when we had about 25 workflows running. The breaking point? We accidentally created circular dependencies that kept triggering each other in an endless loop. Here’s what saved me: I started duplicating workflows in a test environment before touching the live ones. Also learned to map out how workflows interact with each other visually - wish I’d done that from the start. HubSpot’s dependency feature helps but isn’t bulletproof. Now I keep each workflow focused on one thing instead of cramming multiple functions into one. The complexity gets crazy fast as you add more workflows, so you’ve got to simplify strategically or you’ll drown.