Freshsales Workflow Not Triggering

How to fix it

Try these in order — the most common fix is first.

1. 1. Check conditions

   Copy steps
   1. Open Admin Settings > Workflows
   2. Confirm the workflow is active
   3. Test with a record that clearly meets every condition
   Did this fix it? Yes No

2. 2. Use a changing trigger

   Copy steps
   1. Trigger on a field that is updated, not one that is set once
   2. After import, bulk-update the field to fire the workflow
   Did this fix it? Yes No

3. 3. Check your plan and integrations

   Copy steps
   1. Compare the feature with your plan
   2. If using Zapier, check the task history and reconnect the account
   Did this fix it? Yes No

Symptoms

An automation you built does not run, or runs for only some records.

Why it happens

• Condition fields did not change
• Record does not meet all conditions
• Workflow is inactive
• Bulk-created records occasionally miss events
• Plan limits automation (Growth has basic workflows only)

This guide also covers

• freshsales workflow not triggering
• freshsales automation not working
• freshsales workflow not running

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