HubSpot Process Index

Metadata

Processes

Process Domain Objects Enabled Actions Custom code File
Internal_Data quality_Country-contact assignment Data Quality Contact no 43 0 Open
Intern_Data quality_marking-students Data Quality Contact yes 1 0 Open
Intern_Data Quality_Add or remove label Contact as Competitor Data Quality Contact yes 10 0 Open
Internal_Data Quality_set gender-by-first-name Data Quality Contact yes 7 0 Open
Internal_Data Quality_New-company-notification Data Quality Company yes 1 0 Open
Data_quality-Assign job-role based on Job-title Data Quality Contact no 3 0 Open
Intern_Data quality_Assign job-role based on job-title Data Quality Contact yes 37 0 Open
Intern_Data quality_Assign job-role based on job-title (multiple) Data Quality Contact yes 57 0 Open
Internal_Data Quality_Set Contact Sources Data Quality Contact yes 15 0 Open
Data_Quality_Custom code_company association & creation Data Quality Contact no 28 5 Open
Internal_Data quality: Set 4f_Region-Country and ISO country code Data Quality Contact yes 213 0 Open
ELEVATE - Copy Lead sources to deal sources ELEVATE Lead yes 2 0 Open
ELEVATE - Lifecycle stage SAL for marketing leads ELEVATE Contact yes 2 0 Open
ELEVATE - Lifecycle stage “Opportunity” based on Deal stage ELEVATE Contact yes 2 0 Open
ELEVATE - Purchased/researched contacts receive lifecycle stage NEW ELEVATE Contact yes 2 0 Open
ELEVATE - Map 4flow Industries based on SIC-codes ELEVATE Company no 19 0 Open
ELEVATE - Batch merge of duplicate companies ELEVATE Company yes 1 0 Open
ELEVATE - Adjust life cycle stage based on Lead stage for marketing leads ELEVATE Contact yes 4 0 Open
ELEVATE - Global Touchpoint Notifications ELEVATE Touchpoint yes 29 0 Open
ELEVATE - Set lifecycle stage to NEW for Researched/purchased contacts ELEVATE Contact yes 2 0 Open
ELEVATE - Admin notifications for created deals and won deals | logo use approved in company ELEVATE Deal yes 15 0 Open
ELEVATE - Lifecycle stage “Customer” based on Deal stage “ordered” ELEVATE Contact yes 2 0 Open
ELEVATE - Disqualify leads based on Marketing-Off-List ELEVATE Lead yes 5 0 Open
ELEVATE - Continously set active and past customer based on deals ELEVATE Company no 3 0 Open
ELEVATE - Notification on updated leads ELEVATE Lead yes 4 0 Open
ELEVATE - Categorize new business vs. existing business ELEVATE Deal yes 18 4 Open
ELEVATE- Copy Company ID to Deal ELEVATE Deal yes 1 0 Open
ELEVATE - Detect and alert overwrites in contact special interest property ELEVATE Contact yes 8 1 Open
ELEVATE - Notification on strategic contact labeling ELEVATE Contact yes 1 0 Open
ELEVATE - Update outreach allowance status based on stop criteria ELEVATE Contact no 3 0 Open
ELEVATE - Set contact to free to contact after creation ELEVATE Contact yes 1 0 Open
Data quality - SET Region to US for LinkedIn US-campaign leads Data Quality Contact yes 2 0 Open
ELEVATE - Notification on new leads ELEVATE Lead no 8 0 Open
Intern_Data quality_Assign job-level based on job-title Data Quality Contact yes 10 0 Open
ELEVATE - Continously set active and past customer based on deals with custome code ELEVATE Company yes 17 4 Open
ELEVATE - Fill 4f_lead interest for tracking of activities ELEVATE Lead yes 1 1 Open
Internal_Data quality_Add or remove Label competitors by business line Data Quality Company yes 14 2 Open
Internal_Data quality_Label bounces and non-marketing contacts Data Quality Contact yes 11 0 Open
ELEVATE - add touchpoint to deal for later added contacts ELEVATE Deal yes 1 1 Open
ELEVATE - Copy lead create date to 4f_initial_create date ELEVATE Lead yes 2 0 Open
ELEVATE - set target account toggle based on quality label ELEVATE Company yes 3 0 Open
ELEVATE - Appent 4fm target account label based on known 4fm target account field ELEVATE Company yes 1 0 Open
ELEVATE - Set lifecycle stage back after disqualified lead ELEVATE Lead yes 4 0 Open
ELEVATE - Notification about new activities for Deal owners ELEVATE Contact yes 24 2 Open
Data-Quality-Copy LinkedIn-Campaign-ID & Name to Touchpoint Data Quality Touchpoint yes 6 1 Open
Data-Quality_Copy Google-Campaign-ID & Name to Touchpoint Data Quality Touchpoint yes 5 1 Open
ELEVATE_deal status ELEVATE Deal yes 7 0 Open
Data quality_Notifications on contacts Data Quality Contact yes 11 0 Open
ELEVATE_Mark touchpoint as conversion source if converting TP ELEVATE Touchpoint no 28 6 Open
Data quality_4f-Off-list-tracker Data Quality Contact yes 24 0 Open
Internal_Data quality_Add or remove label target companies by BL Data Quality Company yes 16 0 Open
ELEVATE_OFF-List tracker-removal ELEVATE Contact yes 24 0 Open
ELEVATE- close lead if owner is not active ELEVATE Lead no 5 0 Open
Internal_Data quality_Add or remove label target contacts Data Quality Contact yes 4 0 Open
Data quality_Notifications on companies Data Quality Company yes 3 0 Open
ELEVATE_Deal_shift start date forward reminder ELEVATE Deal yes 7 3 Open
ELEVATE- Mark deals which can count as lost if lost ELEVATE Deal yes 1 0 Open
ELEVATE - reminder lead owner for leads with no activity after assignment ELEVATE Lead yes 1 0 Open
ELEVATE - close leads with no reaction ELEVATE Lead yes 3 0 Open
ELEVATE - close old leads with no SDR activity ELEVATE Lead yes 2 0 Open
STOPPED ELEVATE - assign lead owner to unassigned leads Routing Lead no 1 0 Open
Internal_Data quality - Set last page seen timestamp Data Quality Contact yes 1 0 Open
ELEVATE_Lead owner notification ELEVATE Lead yes 3 0 Open
ELEVATE - Clear n4f_no_activity_after_assignment if activity happens ELEVATE Lead yes 2 0 Open
ELEVATE - Notification Lead source 1 or 2 missing ELEVATE Lead yes 1 0 Open
NEW_ELEVATE - Events - Lead creation & lifecycle stage based on marketing touchpoints w/o company req Events Touchpoint yes 79 11 Open
ELEVATE_(Re)associate Company with lead ELEVATE Contact yes 6 2 Open
ELEVATE - Create renewal deal ELEVATE Deal yes 5 0 Open
ELEVATE - Append Corporate Sales-Target label to accounts in target list ELEVATE Company yes 2 0 Open
TEST ELEVATE - Update Subscription Status Consent Contact no 4 0 Open
TEST ELEVATE - re-assign Leads and Deals from deactivated Users Unclassified Contact no 5 0 Open
Data_Quality_Copy deal id to deal-id for sorting field Data Quality Deal yes 1 0 Open
NEW-Data_Quality_Custom code_company association & creation Data Quality Contact yes 27 5 Open
NEW-ELEVATE - Lead creation & lifecycle stage based on marketing touchpoints w/o company req Unclassified Touchpoint yes 124 14 Open
Data quality_Companies_Data clean-up Data Quality Company yes 19 0 Open
Data Quality_Company cleaning_duplicte proposal Data Quality Company yes 2 1 Open
Data Quality_detect bounces and contacts that left company Data Quality Contact yes 2 0 Open
ELEVATE_Calculate Deal ACV based on Amount & Duration ELEVATE Deal yes 9 2 Open
Data quality_Derive dominant email patterns for companies Data Quality Company yes 20 3 Open
ELEVATE - Set outreach allowance status to no contact based on stop criteria (cloned) ELEVATE Contact yes 2 0 Open
ELEVATE - Set outreach allowance status “free to contact” based on stop criteria ELEVATE Contact yes 2 0 Open
Data Quality_Map company domains to HubDB Data Quality Company yes 21 2 Open
Internal_Data quality: Set 4flow region from automatic update Data Quality Company yes 2 0 Open
Internal_Data quality_Info address becomes non-marketing contacts Data Quality Contact yes 2 0 Open
Data quality_Detect bounces from sequences Data Quality Contact no 0 0 Open
ELEVATE - Lead creation & lifecycle stage based on marketing touchpoints excluding content ELEVATE Touchpoint no 128 14 Open