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 leads with no reaction

METADATA title: ELEVATE - close leads with no reaction 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: 29
• Property references: Last Activity Date (hs_last_activity_date), Outreach activity count (hs_lead_outreach_activity_count), Next Activity Date (hs_next_activity_date), Lead stage (hs_pipeline_stage), Owner (hubspot_owner_id), 4f_Last marketing touchpoint date (n4f_last_marketing_touchpoint_date), 4f_Lead Source Level 1 (n4f_lead_source_level_1), Number of Sales Activities (num_notes)
• List references: none detected
• Filter types: PROPERTY: 14
• Operators: ALL_PROPERTY: 2, ENUMERATION: 4, IN_LIST: 1, IS_ANY_OF: 4, IS_BEFORE: 6, IS_GREATER_THAN_OR_EQUAL_TO: 2, IS_KNOWN: 2, NUMBER: 2, TIME_POINT: 6
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Owner is known
        • Lead stage is any of Assignment, Outreach
        • Last Activity Date is before
        • 4f_Last marketing touchpoint date is before
        • 4f_Lead Source Level 1 is any of Personal network, Event booth meeting, Outbound, 4flow event, Event session, Webinar, Content download, Networking event, Externally hosted Webinar, Marketing assessment
        • Next Activity Date is before
        • AND group
          • Number of Sales Activities is greater than or equal to 6
      • AND group
        • Owner is known
        • Lead stage is any of Assignment, Outreach
        • Last Activity Date is before
        • Outreach activity count is greater than or equal to 6
        • 4f_Last marketing touchpoint date is before
        • 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Externally hosted Webinar, Networking event, Marketing assessment
        • Next Activity Date is before
  • Enrollment branch 2:
    • AND group
      • Owner is known
      • Lead stage is any of Assignment, Outreach
      • Last Activity Date is before
      • 4f_Last marketing touchpoint date is before
      • 4f_Lead Source Level 1 is any of Personal network, Event booth meeting, Outbound, 4flow event, Event session, Webinar, Content download, Networking event, Externally hosted Webinar, Marketing assessment
      • Next Activity Date is before
      • AND group
        • Number of Sales Activities is greater than or equal to 6
  • Enrollment branch 3:
    • AND group
      • Owner is known
      • Lead stage is any of Assignment, Outreach
      • Last Activity Date is before
      • Outreach activity count is greater than or equal to 6
      • 4f_Last marketing touchpoint date is before
      • 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Externally hosted Webinar, Networking event, Marketing assessment
      • Next Activity Date is before
  • Enrollment branch 4:
    • AND group
      • Number of Sales Activities is greater than or equal to 6
• 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.
  • Outreach activity count (hs_lead_outreach_activity_count): The total number of outreach activities (call, email, meeting, or other communication) from the sales rep to the lead.
  • 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.
  • Lead stage (hs_pipeline_stage): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in
  • Owner (hubspot_owner_id): The owner of the object.
  • 4f_Last marketing touchpoint date (n4f_last_marketing_touchpoint_date): Part of lead scoring last date a marketing touchpoint was associated and used as a time stamp to derive cool down phase (priority label)
  • 4f_Lead Source Level 1 (n4f_lead_source_level_1): used for attribution of marketing leads, synchronized with touchpoint types (and deal sources)
  • Number of Sales Activities (num_notes): The number of times a call, chat conversation, LinkedIn message, postal mail, meeting, note, sales email, SMS, task, or WhatsApp message was logged for a deal record. This is set automatically by HubSpot based on user actions in the deal record.

Steps

Step 1 - Action 12

• What happens: Sets HubSpot property values; properties: hs_pipeline_stage = static value Disqualified
• 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: 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
• 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_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.

Step 2 - Action 10

• What happens: Sets HubSpot property values; properties: hs_lead_disqualification_reason = static value No response / ghosted
• What triggers it: After action 12
• 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 response / ghosted

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 response / ghosted; confidence: high. Purpose: Dropdown list of reasons for disqualification

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 3 - 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
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject, team_ids
• subject: Lead closed - No response/ghosted
• team_ids: Demand-Gen & CRM

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.

System Behavior

• Workflow actions: 3
• Branch actions: 0
• Custom code actions: 0
• Property operations: 2
• List dependencies: 0
• Action categories: internal_notification: 1, set_property: 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: 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 leads with no reaction
  • Workflow ID: 2833010891
  • Revision ID: 31
  • Enabled: yes
  • Current HubSpot description: Closes leads with no response after multiple sales and marketing touches by marking them disqualified and notifying the lead owner via email.
  • Purpose: Closes leads with no response after multiple sales and marketing touches by marking them disqualified and notifying the lead owner via email.
  • Key logic: internal_notification: 1, set_property: 2
  • Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
  • Dependencies: lists: none detected; properties: Last Activity Date (hs_last_activity_date), Disqualification Reason (hs_lead_disqualification_reason), Outreach activity count (hs_lead_outreach_activity_count), Next Activity Date (hs_next_activity_date), Lead stage (hs_pipeline_stage), Owner (hubspot_owner_id), 4f_Last marketing touchpoint date (n4f_last_marketing_touchpoint_date), 4f_Lead Source Level 1 (n4f_lead_source_level_1), Number of Sales Activities (num_notes); 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.
• Outreach activity count (hs_lead_outreach_activity_count) - The total number of outreach activities (call, email, meeting, or other communication) from the sales rep to the lead. Roles: trigger condition. internal name: hs_lead_outreach_activity_count; object: Leads; type: number.
• 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, trigger condition. internal name: hs_pipeline_stage; object: Leads; type: enumeration.
• Owner (hubspot_owner_id) - The owner of the object. Roles: trigger condition. internal name: hubspot_owner_id; object: Line Items; type: enumeration.
• 4f_Last marketing touchpoint date (n4f_last_marketing_touchpoint_date) - Part of lead scoring last date a marketing touchpoint was associated and used as a time stamp to derive cool down phase (priority label) Roles: trigger condition. internal name: n4f_last_marketing_touchpoint_date; object: Leads; type: date.
• 4f_Lead Source Level 1 (n4f_lead_source_level_1) - used for attribution of marketing leads, synchronized with touchpoint types (and deal sources) Roles: trigger condition. internal name: n4f_lead_source_level_1; object: Leads; type: enumeration.
• Number of Sales Activities (num_notes) - The number of times a call, chat conversation, LinkedIn message, postal mail, meeting, note, sales email, SMS, task, or WhatsApp message was logged for a deal record. This is set automatically by HubSpot based on user actions in the deal record. Roles: trigger condition. internal name: num_notes; object: Deals; type: number.

Evidence And Gaps

• Domain evidence: Derived from configured workflow scope prefix: ELEVATE
• Quality flags: property_operations_detected: Workflow appears to write or copy one or more properties.
• Narrative context: not used as source of truth.