Platform module
Workflow & Automation Health
17 automated checks to detect broken automations, overlapping triggers, zero-enrollment workflows, and suppression gaps.
Audit results
17 checks · live
Overlapping enrollment triggers
3 nurture workflows enroll the same contacts on overlapping criteria.
Missing suppression lists
12 marketing workflows don't suppress unsubscribed or hard-bounced contacts.
Zero-enrollment workflows
8 active workflows haven't enrolled a contact in 60+ days.
+14 more findings
Why does workflow health matter?
Broken automations don't just waste resources — they actively harm your customer experience. Overlapping triggers send conflicting messages. Missing suppression lists blast people who've asked to be excluded. Zero-enrollment workflows consume HubSpot limits while doing nothing.
Sample findings
Examples from a real workflows audit
Every check produces a finding with severity, an impact estimate, and a step-by-step fix.
Overlapping enrollment triggers
3 nurture workflows enroll the same contacts on overlapping criteria.
Estimated Impact
Contacts receiving 2-3× the intended message volume.
Solution
Audit enrollment criteria and add suppression filters between competing workflows.
Missing suppression lists
12 marketing workflows don't suppress unsubscribed or hard-bounced contacts.
Estimated Impact
Compliance risk and inbox-deliverability degradation.
Solution
Add unsubscribe and bounce suppression to every marketing workflow.
Zero-enrollment workflows
8 active workflows haven't enrolled a contact in 60+ days.
Estimated Impact
HubSpot enrollment limits consumed without value.
Solution
Disable or delete workflows with zero recent enrollment after confirming intent.
All 17 checks in this module
Featured findings above are 3 of the most impactful. Here's the complete list.
Questions
Workflows audit questions
How do I audit HubSpot workflows?
A workflow audit checks four things: whether workflows are enrolling anyone at all, whether their triggers overlap so contacts get conflicting messages, whether suppression lists are applied, and whether any are stuck in an error state. RevTrace runs 17 automated workflow checks and reports which are safe to turn off.
What is a zero-enrollment workflow?
A zero-enrollment workflow is an active workflow that has not enrolled a single contact in a meaningful period. They are usually left over from a campaign that ended or a trigger that broke when a property was renamed. They count against your HubSpot workflow limit while doing nothing, so they are the cheapest cleanup win in most portals.
Why are contacts getting duplicate emails from HubSpot?
Almost always overlapping enrollment triggers — two or more active workflows whose criteria match the same contacts, each sending its own message. It is hard to spot manually because you have to compare trigger logic across every active workflow. The audit cross-references enrollment criteria and reports which workflows overlap and by how much.
What is a suppression list and why does it matter?
A suppression list excludes people who should never receive a given send — unsubscribes, current customers, competitors, or active opportunities. When a workflow has no suppression list, it eventually emails someone it should not, which is both a trust problem and, for unsubscribes, a compliance one. RevTrace flags sending workflows with no exclusion criteria.
Workflows module
17
automated checks
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