Overview:
When your lead/deal automations don’t fire as expected, use the workflow logs to identify and fix issues.
Steps:
Go to Automation & AI → Workflows.
Find the workflow in question and click Logs.
Review recent entries for errors (red icons) or skipped runs.
Click an entry to see details: trigger conditions, action results, error messages.
Adjust your trigger or action logic, then click Save and Test.
Tips & Best Practices:
Use test records with clear, simple data to validate workflows before enabling.
Add a short Delay step at the start to ensure data has propagated (e.g., “Wait 1 minute”).
Troubleshooting / FAQs:
Q: Workflow shows “Skipped: Condition not met.”
A: Confirm the record actually meets the trigger criteria at that moment.
Q: Action failed with “Permission Denied.”
A: Check that the workflow user (usually the creator) has rights to perform that action on the record.