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 old leads with no SDR activity

METADATA title: ELEVATE - close old leads with no SDR activity 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: 88
Property references: Object create date/time (hs_createdate), Last Activity Date (hs_last_activity_date), Lead Type (hs_lead_type), Next Activity Date (hs_next_activity_date), Lead Pipeline (hs_pipeline), Lead stage (hs_pipeline_stage), Owner (hubspot_owner_id), Number of Sales Activities (num_notes)
List references: none detected
Filter types: PROPERTY: 43
Operators: ALL_PROPERTY: 8, ENUMERATION: 18, IN_LIST: 2, IS_ANY_OF: 15, IS_BEFORE: 12, IS_KNOWN: 6, IS_LESS_THAN: 2, IS_NONE_OF: 3, IS_NOT_BETWEEN: 3, IS_UNKNOWN: 2, NUMBER: 2, TIME_POINT: 12, TIME_RANGED: 3
Trigger logic:
- Enrollment criteria type: LIST_BASED
- Enrollment branch 1:
  - OR group
    - AND group
      - Owner is known
      - Lead stage is any of Assignment, Outreach
      - Lead Pipeline is any of Lead-Pipeline
      - Object create date/time is before
      - Lead Type is any of Re-opened
      - Lead Type IS_NOT_BETWEEN object with keys: indexReference, offset, timeType, timezoneSource, zoneId
      - AND group
        
        Number of Sales Activities is less than 1
    - AND group
      - Owner is known
      - Lead stage is any of Assignment, Outreach
      - Lead Pipeline is any of Lead-Pipeline
      - Object create date/time is before
      - Lead Type is none of Re-opened
      - AND group
        
        Number of Sales Activities is less than 1
    - AND group
      - Owner is known
      - Lead stage is any of Assignment, Outreach
      - Lead Pipeline is any of Lead-Pipeline
      - Object create date/time is before
      - Last Activity Date is before
      - Next Activity Date is unknown
      - Lead Type is none of Re-opened
    - AND group
      - Owner is known
      - Lead stage is any of Assignment, Outreach
      - Lead Pipeline is any of Lead-Pipeline
      - Object create date/time is before
      - Last Activity Date is before
      - Next Activity Date is unknown
      - Lead Type is any of Re-opened
      - Lead Type IS_NOT_BETWEEN object with keys: indexReference, offset, timeType, timezoneSource, zoneId
    - AND group
      - Owner is known
      - Lead stage is any of Assignment, Outreach
      - Lead Pipeline is any of Lead-Pipeline
      - Object create date/time is before
      - Last Activity Date is before
      - Next Activity Date is before
      - Lead Type is none of Re-opened
    - AND group
      - Owner is known
      - Lead stage is any of Assignment, Outreach
      - Lead Pipeline is any of Lead-Pipeline
      - Object create date/time is before
      - Last Activity Date is before
      - Next Activity Date is before
      - Lead Type is any of Re-opened
      - Lead Type IS_NOT_BETWEEN object with keys: indexReference, offset, timeType, timezoneSource, zoneId
- Enrollment branch 2:
  - AND group
    - Owner is known
    - Lead stage is any of Assignment, Outreach
    - Lead Pipeline is any of Lead-Pipeline
    - Object create date/time is before
- 57 additional condition line(s) omitted from this section.
Trigger property meaning:
- Object create date/time (hs_createdate): The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified.
- 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.
- Lead Type (hs_lead_type): The type of lead. By default, categorize your lead as either a New Business, Existing Business, or Re-attempting.
- 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 Pipeline (hs_pipeline): The pipeline with which this company is currently associated
- 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.
- 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 activity by assigned owner
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
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.

System Behavior

Workflow actions: 2
Branch actions: 0
Custom code actions: 0
Property operations: 2
List dependencies: 0
Action categories: 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: 0
Sequence enrollments: 0
Subscription updates: 0
Webhooks: 0
Custom code actions: 0

How It Is Implemented

Workflows

Workflow: ELEVATE - close old leads with no SDR activity
- Workflow ID: 2833017046
- Revision ID: 21
- Enabled: yes
- Current HubSpot description: No workflow description returned.
- Purpose: Logic not derivable from system.
- Key logic: set_property: 2
- Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
- Dependencies: lists: none detected; properties: Object create date/time (hs_createdate), Last Activity Date (hs_last_activity_date), Disqualification Reason (hs_lead_disqualification_reason), Lead Type (hs_lead_type), Next Activity Date (hs_next_activity_date), Lead Pipeline (hs_pipeline), Lead stage (hs_pipeline_stage), Owner (hubspot_owner_id), Number of Sales Activities (num_notes); custom code: none detected

Property Context

Object create date/time (hs_createdate) - The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified. Roles: trigger condition. internal name: hs_createdate; object: Line Items; type: datetime.
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.
Lead Type (hs_lead_type) - The type of lead. By default, categorize your lead as either a New Business, Existing Business, or Re-attempting. Roles: trigger condition. internal name: hs_lead_type; object: Leads; type: enumeration.
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 Pipeline (hs_pipeline) - The pipeline with which this company is currently associated Roles: trigger condition. internal name: hs_pipeline; object: Leads; type: enumeration.
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.
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.