HubSpot Process Documentation

Metadata

• 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- close lead if owner is not active

METADATA title: ELEVATE- close lead if owner is not active type: process domain: ELEVATE objects: [Lead] 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: LIST_BASED
• Criteria type: LIST_BASED
• Filter-like criteria returned: 4
• Property references: Last Activity Date (hs_last_activity_date), Next Activity Date (hs_next_activity_date)
• List references: none detected
• Filter types: PROPERTY: 2
• Operators: ALL_PROPERTY: 1, IS_BEFORE: 1, IS_UNKNOWN: 1, TIME_POINT: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Last Activity Date is before
        • Next Activity Date is unknown
  • Enrollment branch 2:
    • AND group
      • Last Activity Date is before
      • Next Activity Date is unknown
• Trigger property meaning:
  • Last Activity Date (hs_last_activity_date): The date of the last activity. Defaults to the date of the primary associated contact. If not present, looks to the date of the primary associated company.
  • Next Activity Date (hs_next_activity_date): The date of the next activity. Defaults to the date of the primary associated contact. If not present, looks to the date of the primary associated company.

Steps

Step 1 - Action 1

• What happens: Sends an internal notification
• 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: internal_notification
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject
• subject: Your lead does not show any activity for more than 3 weeks

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 2

• What happens: Waits for an event or activity condition
• 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: wait_for_event
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Waits for an event or activity condition
• Returned action type: SINGLE_CONNECTION
• Returned field keys: event_filter_branches, expiration_minutes
• expiration_minutes: 7200

ACTION-LEVEL CONDITIONS:

• AND group
  • hs_name equals hs_next_activity_date
  • hs_value is known
• AND group
  • hs_name equals hs_contact_next_activity_date
  • hs_value is known
• AND group
  • hs_name equals hs_last_activity_date
  • hs_value is known
• AND group
  • hs_name equals hubspot_owner_id
  • hs_value is known

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 3 - Action 3

• What happens: Branches based on a returned value or property; 2 branches
• What triggers it: After action 2
• System condition: 2 branch condition(s) 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: static_branch
• Detected intent: Branches based on a returned value or property
• Input value: object with keys: actionId, dataKey, type
• Returned action type: STATIC_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: true
  • Condition summary: hs_event_criteria_met = true
  • Default branch: no
  • 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 value: true
• Branch: Event criteria not met
  • Condition summary: Event criteria not met
  • Default branch: yes
  • Next action IDs: 4
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: Event criteria not met
      • Next action: 4

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 4

• What happens: Sets HubSpot property values; properties: hs_lead_disqualification_reason = static value No activity by assigned owner
• What triggers it: After action 3
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Disqualification Reason (hs_lead_disqualification_reason); lists: none detected

DATA MEANING:

• Disqualification Reason (hs_lead_disqualification_reason): Dropdown list of reasons for disqualification

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: property_name, value
• property_name: hs_lead_disqualification_reason
• value: static value No activity by assigned owner

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:

• Disqualification Reason (hs_lead_disqualification_reason) is set or updated; value: static value No activity by assigned owner; confidence: high. Purpose: Dropdown list of reasons for disqualification

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 5

• What happens: Sets HubSpot property values; properties: hs_pipeline_stage = static value Disqualified
• What triggers it: After action 4
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Lead stage (hs_pipeline_stage); lists: none detected

DATA MEANING:

• Lead stage (hs_pipeline_stage): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: property_name, value
• property_name: hs_pipeline_stage
• value: static value Disqualified

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:

• Lead stage (hs_pipeline_stage) is set or updated; value: static value Disqualified; confidence: high. Purpose: shows the pipeline stages of the lead pipeline. indicates which stage the lead is in

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 5
• Branch actions: 1
• Custom code actions: 0
• Property operations: 2
• List dependencies: 0
• Action categories: internal_notification: 1, set_property: 2, static_branch: 1, wait_for_event: 1
• 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: Lead: 2 property operation(s)
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 1
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 0

How It Is Implemented

Workflows

• Workflow: ELEVATE- close lead if owner is not active
  • Workflow ID: 2734597314
  • Revision ID: 8
  • Enabled: no
  • Current HubSpot description: No workflow description returned.
  • Purpose: Logic not derivable from system.
  • Key logic: internal_notification: 1, set_property: 2, static_branch: 1, wait_for_event: 1
  • Branching logic: 2 branch detail(s) returned by HubSpot
  • true: hs_event_criteria_met = true; next actions: not returned; properties: none detected; lists: none detected
  • Event criteria not met: Event criteria not met; next actions: 4; properties: none detected; lists: none detected
  • Dependencies: lists: none detected; properties: Last Activity Date (hs_last_activity_date), Disqualification Reason (hs_lead_disqualification_reason), hs_name, Next Activity Date (hs_next_activity_date), Lead stage (hs_pipeline_stage), hs_value; custom code: none detected

Property Context

• Last Activity Date (hs_last_activity_date) - The date of the last activity. Defaults to the date of the primary associated contact. If not present, looks to the date of the primary associated company. Roles: trigger condition. internal name: hs_last_activity_date; object: Leads; type: datetime.
• Disqualification Reason (hs_lead_disqualification_reason) - Dropdown list of reasons for disqualification Roles: property updated, step data. internal name: hs_lead_disqualification_reason; object: Leads; type: enumeration.
• hs_name - No HubSpot property description returned. Roles: reference. internal name: hs_name; object: object not returned; type: not returned.
• Next Activity Date (hs_next_activity_date) - The date of the next activity. Defaults to the date of the primary associated contact. If not present, looks to the date of the primary associated company. Roles: trigger condition. internal name: hs_next_activity_date; object: Leads; type: datetime.
• Lead stage (hs_pipeline_stage) - shows the pipeline stages of the lead pipeline. indicates which stage the lead is in Roles: property updated, step data. internal name: hs_pipeline_stage; object: Leads; type: enumeration.
• hs_value - No HubSpot property description returned. Roles: reference. internal name: hs_value; object: object not returned; type: not returned.

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.