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 - Continously set active and past customer based on deals

METADATA title: ELEVATE - Continously set active and past customer based on deals type: process domain: ELEVATE objects: [Company] 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: 2
• Property references: none detected
• List references: 11386
• Filter types: IN_LIST: 2
• Operators: IN_LIST: 1, NOT_IN_LIST: 1
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • ELEVATE - Stop criteria existing won deal is in list 11386
  • Enrollment branch 2:
    • AND group
      • ELEVATE - Stop criteria existing won deal is not in list 11386

Steps

Step 1 - Action 2

• What happens: Branches based on HubSpot list membership; 2 branches; 1 list dependencies
• What triggers it: Workflow start action returned by HubSpot
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: ELEVATE - Stop criteria existing won deal

DATA MEANING:

• No property descriptions returned for the properties in this step.

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: active
  • Condition summary: active
  • Default branch: no
  • Next action IDs: 1
  • Referenced properties: none detected
  • Referenced lists: 11386
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE - Stop criteria existing won deal is in list 11386
• Branch: default branch
  • Condition summary: default branch
  • Default branch: yes
  • Next action IDs: 3
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: default branch
      • Next action: 3

LIST LOGIC:

• ELEVATE - Stop criteria existing won deal (11386)
  • Business meaning: System-derived role: lifecycle/customer. Used to segment records by lifecycle, customer, renewal, retention, or deal-stage evidence returned by HubSpot filters.
  • Filters: 8
  • Referenced properties: dealstage, hs_is_closed_won, n4f_expected_project_end_date
  • Filter logic:
    • OR group
      • AND group
        • AND group
          • 4f_Expected project end date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
          • Is Closed Won equals True
      • AND group
        • AND group
          • 4f_Expected project end date is after
          • Is Closed Won equals True
      • AND group
        • AND group
          • Deal Stage is any of Closed Won, Ordered
          • 4f_Expected project end date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
      • AND group
        • AND group
          • Deal Stage is any of Closed Won, Ordered
          • 4f_Expected project end date is after

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 2 - Action 1

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = static value Active customer
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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: n4f_company_quality_label
• value: static value Active customer

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_company quality label (n4f_company_quality_label) is set or updated; value: static value Active customer; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 3 - Action 3

• What happens: Sets HubSpot property values; properties: n4f_company_quality_label = static value Past customer
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_company quality label (n4f_company_quality_label); lists: none detected

DATA MEANING:

• 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

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: n4f_company_quality_label
• value: static value Past customer

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_company quality label (n4f_company_quality_label) is set or updated; value: static value Past customer; confidence: high. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 3
• Branch actions: 1
• Custom code actions: 0
• Property operations: 2
• List dependencies: 1
• Action categories: list_branch: 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: Company: 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 - Continously set active and past customer based on deals
  • Workflow ID: 2402341065
  • Revision ID: 13
  • Enabled: no
  • Current HubSpot description: Sets company labels to “Active customer” for contacts in a specific list and “Past customer” for those not in the list.
  • Purpose: Sets company labels to “Active customer” for contacts in a specific list and “Past customer” for those not in the list.
  • Key logic: list_branch: 1, set_property: 2
  • Branching logic: 2 branch detail(s) returned by HubSpot
  • active : active ; next actions: 1; properties: none detected; lists: 11386
  • default branch: default branch; next actions: 3; properties: none detected; lists: none detected
  • Dependencies: lists: ELEVATE - Stop criteria existing won deal (11386); properties: 4f_company quality label (n4f_company_quality_label); custom code: none detected

Property Context

• 4f_company quality label (n4f_company_quality_label) - Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations. Roles: property updated, step data. internal name: n4f_company_quality_label; object: Deals; 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.