HubSpot Process Documentation
- Generated by: HubSpot Documentation Engine
- Total process candidates: 1
- Workflow assessment scope: name_contains via DOCS_WORKFLOW_PREFIXES: ELEVATE, Quality (86/500)
- List assessment scope: name_contains via DOCS_LIST_PREFIXES: ELEVATE (45/2191)
- Status: draft
ELEVATE - Admin notifications for created deals and won deals | logo use approved in company
METADATA
title: ELEVATE - Admin notifications for created deals and won deals | logo use approved in company
type: process
domain: ELEVATE
objects: [Deal]
status: draft
User Story (optional)
Logic not derivable from system.
Why
- Why this process exists: Logic not derivable from system.
- What business problem it solves: Logic not derivable from system.
- What breaks if removed: HubSpot would stop executing the system behavior listed below; business impact is not derivable from system alone.
How It Works
Trigger
- Exact trigger from workflow: HubSpot enrollment criteria type: EVENT_BASED
- Criteria type: EVENT_BASED
- Filter-like criteria returned: 5
- Property references: hs_name, hs_value
- List references: none detected
- Filter types: PROPERTY: 2
- Operators: ENUMERATION: 1, HAS_COMPLETED: 1, IS_ANY_OF: 1, IS_EQUAL_TO: 1, STRING: 1
- Trigger logic:
- Enrollment criteria type: EVENT_BASED
- Enrollment branch 1:
- AND group
- hs_name equals dealstage
- hs_value is any of 2528007373, 2528007372, 2528007368
Steps
Step 1 - Action 17
- What happens: Runs a connected HubSpot workflow action
- What triggers it: Workflow start action returned by HubSpot
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: none detected
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: connected_action
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Runs a connected HubSpot workflow action
- Returned action type: SINGLE_CONNECTION
- Returned field keys: delta, time_unit
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 2 - Action 1
DATA MEANING:
ACTION EVIDENCE:
- Action category: list_branch
- Detected intent: Branches based on HubSpot list membership
- Returned action type: LIST_BRANCH
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- Branch: created
- Condition summary: created
- Default branch: no
- Next action IDs: 12
- Referenced properties: Deal Stage (dealstage), Lead Name (hs_lead_name), 4f_Lead Source Level 1 (n4f_lead_source_level_1)
- Referenced lists: none detected
- Filter-like criteria returned: 7
- Returned branch logic:
- OR group
- AND group
- Deal Stage is any of Discovery
- AND group
- Lead Name is known
- 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Listing platform, Inbound request, Externally hosted Webinar, Marketing assessment
- Branch: ordered
- Condition summary: ordered
- Default branch: no
- Next action IDs: 2
- Referenced properties: Deal Stage (dealstage)
- Referenced lists: none detected
- Filter-like criteria returned: 2
- Returned branch logic:
- OR group
- AND group
- Deal Stage is any of Ordered
- Branch: won
- Condition summary: won
- Default branch: no
- Next action IDs: 8
- Referenced properties: Deal Stage (dealstage), Is Closed Won (hs_is_closed_won)
- Referenced lists: none detected
- Filter-like criteria returned: 4
- Returned branch logic:
- OR group
- AND group
- Deal Stage is any of Closed Won
- AND group
- Is Closed Won equals True
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 3 - Action 12
- What happens: Sends an internal notification
- What triggers it: After action 1
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: none detected
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: internal_notification
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sends an internal notification
- Returned action type: SINGLE_CONNECTION
- Returned field keys: body, subject, user_ids
- subject: A new marketing generated deal was created
- user_ids: Kathrin Witt, Patrick Gälweiler
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 4 - Action 13
- What happens: Uses HubSpot list membership; 1 list dependencies
- What triggers it: After action 12
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: 12658
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: connected_action
- Detected intent: Uses HubSpot list membership
- Returned action type: SINGLE_CONNECTION
- Returned field keys: listId, targetObject
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- List 12658 (12658)
- Business meaning: Logic not derivable from system.
- Filters: Logic not derivable from system.
- Referenced properties: none detected
- Filter logic:
Logic not derivable from system because no list filter branch was returned.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 5 - Action 2
- What happens: Branches based on a returned value or property; 3 branches
- What triggers it: After action 1
- System condition: 3 branch condition(s) returned by HubSpot.
- What data is used: properties: Logo use approved (marketing_approval); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: static_branch
- Detected intent: Branches based on a returned value or property
- Input value: value from property marketing_approval
- Returned action type: STATIC_BRANCH
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- Branch: true
- Condition summary: marketing_approval = true
- Default branch: no
- Next action IDs: 5
- Referenced properties: Logo use approved (marketing_approval)
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- Branch: false
- Condition summary: marketing_approval = false
- Default branch: no
- Next action IDs: 7
- Referenced properties: Logo use approved (marketing_approval)
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- Branch: default branch
- Condition summary: default branch
- Default branch: yes
- Next action IDs: 7
- Referenced properties: Logo use approved (marketing_approval)
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- AND group
- Branch name: default branch
- Next action: 7
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 6 - Action 5
- What happens: Sets HubSpot property values; properties: n4f_logo_use_approved = static value Yes
- What triggers it: After action 2
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: 4f_Logo use approved (n4f_logo_use_approved); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: association, property_name, value
- property_name: n4f_logo_use_approved
- value: static value Yes
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- 4f_Logo use approved (n4f_logo_use_approved) is set or updated; value: static value Yes; confidence: high. Purpose: Set after deal is won by Account Manager. Gives Marketing overview over logo use approval e.g. on website etc.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 7 - Action 7
- What happens: Branches based on HubSpot list membership; 2 branches
- What triggers it: After action 5
- System condition: 2 branch condition(s) returned by HubSpot.
- What data is used: properties: 4f_Deal Source Level 1 (n4f_deal_source_level_1); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: list_branch
- Detected intent: Branches based on HubSpot list membership
- Returned action type: LIST_BRANCH
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- Branch: marketing generated
- Condition summary: marketing generated
- Default branch: no
- Next action IDs: 6
- Referenced properties: 4f_Deal Source Level 1 (n4f_deal_source_level_1)
- Referenced lists: none detected
- Filter-like criteria returned: 2
- Returned branch logic:
- OR group
- AND group
- 4f_Deal Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Inbound, Externally hosted Webinar
- Branch: not marketing generated
- Condition summary: not marketing generated
- Default branch: yes
- Next action IDs: workflow exit or not returned
- Referenced properties: none detected
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- AND group
- Branch name: not marketing generated
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 8 - Action 6
- What happens: Sends an internal notification
- What triggers it: After action 7
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: none detected
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: internal_notification
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sends an internal notification
- Returned action type: SINGLE_CONNECTION
- Returned field keys: body, subject, user_ids
- subject: A new marketing generated deal was set to “ordered”
- user_ids: Kathrin Witt, Patrick Gälweiler, Mai-Britt Subei, Steven Chase, Nicola Berz
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 9 - Action 14
- What happens: Uses HubSpot list membership; 1 list dependencies
- What triggers it: After action 6
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: 12658
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: connected_action
- Detected intent: Uses HubSpot list membership
- Returned action type: SINGLE_CONNECTION
- Returned field keys: listId, targetObject
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- List 12658 (12658)
- Business meaning: Logic not derivable from system.
- Filters: Logic not derivable from system.
- Referenced properties: none detected
- Filter logic:
Logic not derivable from system because no list filter branch was returned.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 10 - Action 8
- What happens: Branches based on a returned value or property; 3 branches
- What triggers it: After action 1
- System condition: 3 branch condition(s) returned by HubSpot.
- What data is used: properties: Logo use approved (marketing_approval); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: static_branch
- Detected intent: Branches based on a returned value or property
- Input value: value from property marketing_approval
- Returned action type: STATIC_BRANCH
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- Branch: true
- Condition summary: marketing_approval = true
- Default branch: no
- Next action IDs: 9
- Referenced properties: Logo use approved (marketing_approval)
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- Branch: false
- Condition summary: marketing_approval = false
- Default branch: no
- Next action IDs: 10
- Referenced properties: Logo use approved (marketing_approval)
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- Branch: default branch
- Condition summary: default branch
- Default branch: yes
- Next action IDs: 10
- Referenced properties: Logo use approved (marketing_approval)
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- AND group
- Branch name: default branch
- Next action: 10
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 11 - Action 10
- What happens: Branches based on HubSpot list membership; 2 branches
- What triggers it: After action 8
- System condition: 2 branch condition(s) returned by HubSpot.
- What data is used: properties: 4f_Deal Source Level 1 (n4f_deal_source_level_1); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: list_branch
- Detected intent: Branches based on HubSpot list membership
- Returned action type: LIST_BRANCH
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- Branch: marketing generated
- Condition summary: marketing generated
- Default branch: no
- Next action IDs: 11
- Referenced properties: 4f_Deal Source Level 1 (n4f_deal_source_level_1)
- Referenced lists: none detected
- Filter-like criteria returned: 2
- Returned branch logic:
- OR group
- AND group
- 4f_Deal Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Inbound, Externally hosted Webinar
- Branch: not marketing generated
- Condition summary: not marketing generated
- Default branch: yes
- Next action IDs: 16
- Referenced properties: none detected
- Referenced lists: none detected
- Filter-like criteria returned: 0
- Returned branch logic:
- AND group
- Branch name: not marketing generated
- Next action: 16
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 12 - Action 11
- What happens: Sends an internal notification
- What triggers it: After action 10
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: none detected
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: internal_notification
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sends an internal notification
- Returned action type: SINGLE_CONNECTION
- Returned field keys: body, subject, user_ids
- subject: A new marketing generated deal was won - please check the marketing relevance rating
- user_ids: Kathrin Witt, Patrick Gälweiler, Mai-Britt Subei, Elizabeth Whitney, Steven Chase, Nicola Berz
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 13 - Action 15
- What happens: Uses HubSpot list membership; 1 list dependencies
- What triggers it: After action 11
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: 12658
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: connected_action
- Detected intent: Uses HubSpot list membership
- Returned action type: SINGLE_CONNECTION
- Returned field keys: listId, targetObject
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- List 12658 (12658)
- Business meaning: Logic not derivable from system.
- Filters: Logic not derivable from system.
- Referenced properties: none detected
- Filter logic:
Logic not derivable from system because no list filter branch was returned.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 14 - Action 16
- What happens: Sends an internal notification
- What triggers it: After action 10
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: none detected; lists: none detected
DATA MEANING:
- No property descriptions returned for the properties in this step.
ACTION EVIDENCE:
- Action category: internal_notification
- Detected intent: Sends an internal notification
- Returned action type: SINGLE_CONNECTION
- Returned field keys: body, subject, user_ids
- subject: A deal was won - please check the marketing relevance rating
- user_ids: Kathrin Witt, Patrick Gälweiler, Mai-Britt Subei, Elizabeth Whitney, Steven Chase, Nicola Berz
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- No property mappings detected in this step.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
Step 15 - Action 9
- What happens: Sets HubSpot property values; properties: n4f_logo_use_approved = static value Yes
- What triggers it: After action 8
- System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
- What data is used: properties: 4f_Logo use approved (n4f_logo_use_approved); lists: none detected
DATA MEANING:
ACTION EVIDENCE:
- Action category: set_property
- Connection: object with keys: edgeType, nextActionId
- Detected intent: Sets HubSpot property values
- Returned action type: SINGLE_CONNECTION
- Returned field keys: association, property_name, value
- property_name: n4f_logo_use_approved
- value: static value Yes
ACTION-LEVEL CONDITIONS:
- No extra action-level filter logic detected.
BRANCH LOGIC:
- No branch paths detected in this step.
LIST LOGIC:
- No list logic detected in this step.
PROPERTY MAPPINGS:
- 4f_Logo use approved (n4f_logo_use_approved) is set or updated; value: static value Yes; confidence: high. Purpose: Set after deal is won by Account Manager. Gives Marketing overview over logo use approval e.g. on website etc.
CUSTOM CODE LOGIC:
- No custom code detected in this step.
System Behavior
- Workflow actions: 15
- Branch actions: 5
- Custom code actions: 0
- Property operations: 2
- List dependencies: 3
- Action categories: connected_action: 4, internal_notification: 4, list_branch: 3, set_property: 2, static_branch: 2
- Property operation types: set_property: 2
- Associations created: listed under Outcomes when custom code exposes association evidence.
Outcomes
- Objects created: Logic not derivable from system.
- Objects updated: Deal: 2 property operation(s)
- Associations created: Logic not derivable from system.
- Marketing emails sent: 0
- Internal notifications: 4
- Sequence enrollments: 0
- Subscription updates: 0
- Webhooks: 0
- Custom code actions: 0
How It Is Implemented
Workflows
-
| Workflow: ELEVATE - Admin notifications for created deals and won deals |
logo use approved in company |
- Workflow ID: 2393497840
- Revision ID: 55
- Enabled: yes
- Current HubSpot description: No workflow description returned.
- Purpose: Logic not derivable from system.
- Key logic: connected_action: 4, internal_notification: 4, list_branch: 3, set_property: 2, static_branch: 2
- Branching logic: 13 branch detail(s) returned by HubSpot
- created: created; next actions: 12; properties: dealstage, hs_lead_name, n4f_lead_source_level_1; lists: none detected
- ordered: ordered; next actions: 2; properties: dealstage; lists: none detected
- won: won; next actions: 8; properties: dealstage, hs_is_closed_won; lists: none detected
- true: marketing_approval = true; next actions: 5; properties: marketing_approval; lists: none detected
- false: marketing_approval = false; next actions: 7; properties: marketing_approval; lists: none detected
- default branch: default branch; next actions: 7; properties: marketing_approval; lists: none detected
- marketing generated: marketing generated; next actions: 6; properties: n4f_deal_source_level_1; lists: none detected
- not marketing generated : not marketing generated ; next actions: not returned; properties: none detected; lists: none detected
- true: marketing_approval = true; next actions: 9; properties: marketing_approval; lists: none detected
- false: marketing_approval = false; next actions: 10; properties: marketing_approval; lists: none detected
- default branch: default branch; next actions: 10; properties: marketing_approval; lists: none detected
- marketing generated: marketing generated; next actions: 11; properties: n4f_deal_source_level_1; lists: none detected
- Dependencies: lists: 12658 (12658); properties: Deal Stage (dealstage), Is Closed Won (hs_is_closed_won), Lead Name (hs_lead_name), hs_name, hs_value, Logo use approved (marketing_approval), 4f_Deal Source Level 1 (n4f_deal_source_level_1), 4f_Lead Source Level 1 (n4f_lead_source_level_1), 4f_Logo use approved (n4f_logo_use_approved); custom code: none detected
Property Context
- Deal Stage (dealstage) - The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on. Roles: branch condition, step data. internal name: dealstage; object: Deals; type: enumeration.
- Is Closed Won (hs_is_closed_won) - True if the deal is in the closed won state, false otherwise Roles: branch condition, step data. internal name: hs_is_closed_won; object: Deals; type: bool.
- Lead Name (hs_lead_name) - The full name of the lead. Roles: branch condition, step data. internal name: hs_lead_name; object: Leads; type: string.
- hs_name - No HubSpot property description returned. Roles: trigger condition. internal name: hs_name; object: object not returned; type: not returned.
- hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
- Logo use approved (marketing_approval) - Did the customer sign our contract including approval of logo use? Roles: branch condition, step data. internal name: marketing_approval; object: Deals; type: enumeration.
- 4f_Deal Source Level 1 (n4f_deal_source_level_1) - used for attribution of marketing deals, synchronized with touchpoint types (and lead sources) Roles: branch condition, step data. internal name: n4f_deal_source_level_1; object: Deals; type: enumeration.
- 4f_Lead Source Level 1 (n4f_lead_source_level_1) - used for attribution of marketing leads, synchronized with touchpoint types (and deal sources) Roles: branch condition, step data. internal name: n4f_lead_source_level_1; object: Leads; type: enumeration.
- 4f_Logo use approved (n4f_logo_use_approved) - Set after deal is won by Account Manager. Gives Marketing overview over logo use approval e.g. on website etc. Roles: property updated, step data. internal name: n4f_logo_use_approved; object: Companies; type: enumeration.
Evidence And Gaps
- Domain evidence: Derived from configured workflow scope prefix: ELEVATE
- Quality flags: branching_logic_present: Workflow contains branching logic.
property_operations_detected: Workflow appears to write or copy one or more properties.
- Narrative context: not used as source of truth.