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 - Copy Lead sources to deal sources

METADATA title: ELEVATE - Copy Lead sources to deal sources 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: 2
• Property references: Associated Deal Pipeline Stage (hs_lead_associated_deal_pipeline_stage)
• List references: none detected
• Filter types: PROPERTY: 1
• Operators: ENUMERATION: 1, IS_ANY_OF: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Associated Deal Pipeline Stage is any of Discovery
  • Enrollment branch 2:
    • AND group
      • Associated Deal Pipeline Stage is any of Discovery
• Trigger property meaning:
  • Associated Deal Pipeline Stage (hs_lead_associated_deal_pipeline_stage): The pipeline stage of the primary associated deal

Steps

Step 1 - Action 1

• What happens: Sets HubSpot property values; properties: n4f_deal_source_level_1 = value from property n4f_lead_source_level_1
• 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: 4f_Deal Source Level 1 (n4f_deal_source_level_1); lists: none detected

DATA MEANING:

• 4f_Deal Source Level 1 (n4f_deal_source_level_1): used for attribution of marketing deals, synchronized with touchpoint types (and lead sources)

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_deal_source_level_1
• value: value from property n4f_lead_source_level_1

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_Deal Source Level 1 (n4f_deal_source_level_1) is set or updated; value: value from property n4f_lead_source_level_1; confidence: high. Purpose: used for attribution of marketing deals, synchronized with touchpoint types (and lead sources)

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 2 - Action 2

• What happens: Sets HubSpot property values; properties: n4f_deal_source_level_2 = value from property n4f_lead_source_level_2
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Deal Source Level 2 (n4f_deal_source_level_2); lists: none detected

DATA MEANING:

• 4f_Deal Source Level 2 (n4f_deal_source_level_2): used for attribution of marketing deals, synchronized with touchpoint names (and lead sources)

ACTION EVIDENCE:

• Action category: set_property
• Detected intent: Sets HubSpot property values
• Returned action type: SINGLE_CONNECTION
• Returned field keys: association, property_name, value
• property_name: n4f_deal_source_level_2
• value: value from property n4f_lead_source_level_2

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_Deal Source Level 2 (n4f_deal_source_level_2) is set or updated; value: value from property n4f_lead_source_level_2; confidence: high. Purpose: used for attribution of marketing deals, synchronized with touchpoint names (and lead sources)

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 - Copy Lead sources to deal sources
  • Workflow ID: 2263343335
  • Revision ID: 22
  • Enabled: yes
  • Current HubSpot description: Copies lead source level 1 and 2 properties to associated deals when the deal pipeline stage is known, excluding deals missing the level 1 source property.
  • Purpose: Copies lead source level 1 and 2 properties to associated deals when the deal pipeline stage is known, excluding deals missing the level 1 source property.
  • 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: Associated Deal Pipeline Stage (hs_lead_associated_deal_pipeline_stage), 4f_Deal Source Level 1 (n4f_deal_source_level_1), 4f_Deal Source Level 2 (n4f_deal_source_level_2), 4f_Lead Source Level 1 (n4f_lead_source_level_1), 4f_Lead Source Level 2 (n4f_lead_source_level_2); custom code: none detected

Property Context

• Associated Deal Pipeline Stage (hs_lead_associated_deal_pipeline_stage) - The pipeline stage of the primary associated deal Roles: trigger condition. internal name: hs_lead_associated_deal_pipeline_stage; object: Leads; 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: property updated, step data. internal name: n4f_deal_source_level_1; object: Deals; type: enumeration.
• 4f_Deal Source Level 2 (n4f_deal_source_level_2) - used for attribution of marketing deals, synchronized with touchpoint names (and lead sources) Roles: property updated, step data. internal name: n4f_deal_source_level_2; 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: reference. internal name: n4f_lead_source_level_1; object: Leads; type: enumeration.
• 4f_Lead Source Level 2 (n4f_lead_source_level_2) - used for attribution of marketing leads, synchronized with touchpoint names (and deal sources). captures the name of the webinar, asset, event, etc. Roles: reference. internal name: n4f_lead_source_level_2; object: Leads; type: enumeration.

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.