STN - Deactivate Workflow for Staff Member Transaction Automation in HubSpot

Step-by-step instructions on how to deactivate the workflow for a staff member which automates the assignment of donations and donor records that come through for them.

Jennifer Miller
7 steps
35 seconds

HubSpot

You can skip steps 1-3 by navigating directly here: <https://app.hubspot.com/workflows/43906074/view/17708207>

Click "Automation"

Click "Workflows"

Go to the "Staff Donation Owner Filters" Workflow View (you can also go directly here by clicking this link: <https://app.hubspot.com/workflows/43906074/view/17708207>

Click "Search workflows" and enter the name of the staff member you need to remove.

Once you find the staff member, hover over their name and Click "More"

Click "Delete"

Click "Delete workflow"