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_deal status

METADATA title: ELEVATE_deal status type: process domain: ELEVATE objects: [Deal] 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: 24
• Property references: Deal Stage (dealstage), hs_name, hs_value
• List references: none detected
• Filter types: PROPERTY: 12
• Operators: ENUMERATION: 8, IS_ANY_OF: 8, IS_EQUAL_TO: 4, STRING: 4
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Deal Stage is any of Closed Lost
      • AND group
        • Deal Stage is any of Closed Won
      • AND group
        • Deal Stage is any of Discovery, Validation, Proposal sent, Proposal in preparation
      • AND group
        • Deal Stage is any of Ordered
  • Enrollment branch 2:
    • AND group
      • Deal Stage is any of Closed Lost
  • Enrollment branch 3:
    • AND group
      • Deal Stage is any of Closed Won
  • Enrollment branch 4:
    • AND group
      • Deal Stage is any of Discovery, Validation, Proposal sent, Proposal in preparation
  • Enrollment branch 5:
    • AND group
      • Deal Stage is any of Ordered
  • Enrollment branch 6:
    • AND group
      • hs_name equals dealstage
      • hs_value is any of 2528007372
  • Enrollment branch 7:
    • AND group
      • hs_name equals dealstage
      • hs_value is any of 2528007368, 2528007369, 2528007371, 2528007370
  • Enrollment branch 8:
    • AND group
      • hs_name equals dealstage
      • hs_value is any of 2528007374
  • Enrollment branch 9:
    • AND group
      • hs_name equals dealstage
      • hs_value is any of 2528007373
• Trigger property meaning:
  • Deal Stage (dealstage): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.

Steps

Step 1 - Action 6

• What happens: Runs a connected HubSpot workflow action
• 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: connected_action
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Runs a connected HubSpot workflow action
• Returned action type: SINGLE_CONNECTION
• Returned field keys: delta, time_unit

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 1

• What happens: Branches based on HubSpot list membership; 5 branches; 5 list dependencies
• What triggers it: After action 6
• System condition: 5 branch condition(s) returned by HubSpot.
• What data is used: properties: none detected; lists: ELEVATE_Deal status_closed won, ELEVATE_Deal status_closed lost, ELEVATE_Deal status_ordered, ELEVATE_Deal status_open - early stage, ELEVATE_Deal status_open later stage

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: Closed won
  • Condition summary: Closed won
  • Default branch: no
  • Next action IDs: 2
  • Referenced properties: none detected
  • Referenced lists: 13834
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE_Deal status_closed won is in list 13834
• Branch: Closed lost
  • Condition summary: Closed lost
  • Default branch: no
  • Next action IDs: 3
  • Referenced properties: none detected
  • Referenced lists: 13835
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE_Deal status_closed lost is in list 13835
• Branch: ordered
  • Condition summary: ordered
  • Default branch: no
  • Next action IDs: 4
  • Referenced properties: none detected
  • Referenced lists: 13836
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE_Deal status_ordered is in list 13836
• Branch: open - later stage
  • Condition summary: open - later stage
  • Default branch: no
  • Next action IDs: 5
  • Referenced properties: none detected
  • Referenced lists: 15694
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE_Deal status_open later stage is in list 15694
• Branch: open - early stage
  • Condition summary: open - early stage
  • Default branch: no
  • Next action IDs: 7
  • Referenced properties: none detected
  • Referenced lists: 13837
  • Filter-like criteria returned: 1
  • Returned branch logic:
    • OR group
      • AND group
        • ELEVATE_Deal status_open - early stage is in list 13837

LIST LOGIC:

• ELEVATE_Deal status_closed won (13834)
  • 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: 1
  • Referenced properties: dealstage
  • Filter logic:
    • OR group
      • AND group
        • Deal Stage is any of Closed Won
• ELEVATE_Deal status_closed lost (13835)
  • 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: 1
  • Referenced properties: dealstage
  • Filter logic:
    • OR group
      • AND group
        • Deal Stage is any of Closed Lost
• ELEVATE_Deal status_ordered (13836)
  • 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: 1
  • Referenced properties: dealstage
  • Filter logic:
    • OR group
      • AND group
        • Deal Stage is any of Ordered
• ELEVATE_Deal status_open - early stage (13837)
  • 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: 1
  • Referenced properties: dealstage
  • Filter logic:
    • OR group
      • AND group
        • Deal Stage is any of Discovery, Validation
• ELEVATE_Deal status_open later stage (15694)
  • 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: 1
  • Referenced properties: dealstage
  • Filter logic:
    • OR group
      • AND group
        • Deal Stage is any of Proposal sent, Proposal in preparation

PROPERTY MAPPINGS:

• No property mappings detected in this step.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 3 - Action 2

• What happens: Sets HubSpot property values; properties: n4f_deal_status_dd = static value won
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Deal status (n4f_deal_status_dd); lists: none detected

DATA MEANING:

• 4f_Deal status (n4f_deal_status_dd): Aggregator clustering deal in open (early stage, later stage, closed won/lost)

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_deal_status_dd
• value: static value won

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 status (n4f_deal_status_dd) is set or updated; value: static value won; confidence: high. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost)

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 3

• What happens: Sets HubSpot property values; properties: n4f_deal_status_dd = static value lost
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Deal status (n4f_deal_status_dd); lists: none detected

DATA MEANING:

• 4f_Deal status (n4f_deal_status_dd): Aggregator clustering deal in open (early stage, later stage, closed won/lost)

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_deal_status_dd
• value: static value lost

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 status (n4f_deal_status_dd) is set or updated; value: static value lost; confidence: high. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost)

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 5 - Action 4

• What happens: Sets HubSpot property values; properties: n4f_deal_status_dd = static value ordered
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Deal status (n4f_deal_status_dd); lists: none detected

DATA MEANING:

• 4f_Deal status (n4f_deal_status_dd): Aggregator clustering deal in open (early stage, later stage, closed won/lost)

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_deal_status_dd
• value: static value ordered

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 status (n4f_deal_status_dd) is set or updated; value: static value ordered; confidence: high. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost)

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 6 - Action 5

• What happens: Sets HubSpot property values; properties: n4f_deal_status_dd = static value open - later stage
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Deal status (n4f_deal_status_dd); lists: none detected

DATA MEANING:

• 4f_Deal status (n4f_deal_status_dd): Aggregator clustering deal in open (early stage, later stage, closed won/lost)

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_deal_status_dd
• value: static value open - later stage

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 status (n4f_deal_status_dd) is set or updated; value: static value open - later stage; confidence: high. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost)

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 7 - Action 7

• What happens: Sets HubSpot property values; properties: n4f_deal_status_dd = static value open - early stage
• What triggers it: After action 1
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: 4f_Deal status (n4f_deal_status_dd); lists: none detected

DATA MEANING:

• 4f_Deal status (n4f_deal_status_dd): Aggregator clustering deal in open (early stage, later stage, closed won/lost)

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_deal_status_dd
• value: static value open - early stage

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 status (n4f_deal_status_dd) is set or updated; value: static value open - early stage; confidence: high. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost)

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 7
• Branch actions: 1
• Custom code actions: 0
• Property operations: 5
• List dependencies: 5
• Action categories: connected_action: 1, list_branch: 1, set_property: 5
• Property operation types: set_property: 5
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Deal: 5 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_deal status
  • Workflow ID: 2643521728
  • Revision ID: 37
  • Enabled: yes
  • Current HubSpot description: Updates the deal status property based on which list the deal belongs to: won, lost, ordered, or open.
  • Purpose: Updates the deal status property based on which list the deal belongs to: won, lost, ordered, or open.
  • Key logic: connected_action: 1, list_branch: 1, set_property: 5
  • Branching logic: 5 branch detail(s) returned by HubSpot
  • Closed won: Closed won; next actions: 2; properties: none detected; lists: 13834
  • Closed lost: Closed lost; next actions: 3; properties: none detected; lists: 13835
  • ordered: ordered; next actions: 4; properties: none detected; lists: 13836
  • open - later stage: open - later stage; next actions: 5; properties: none detected; lists: 15694
  • open - early stage : open - early stage ; next actions: 7; properties: none detected; lists: 13837
  • Dependencies: lists: ELEVATE_Deal status_closed won (13834), ELEVATE_Deal status_closed lost (13835), ELEVATE_Deal status_ordered (13836), ELEVATE_Deal status_open - early stage (13837), ELEVATE_Deal status_open later stage (15694); properties: Deal Stage (dealstage), hs_name, hs_value, 4f_Deal status (n4f_deal_status_dd); custom code: none detected

Property Context

• Deal Stage (dealstage) - The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on. Roles: trigger condition. internal name: dealstage; object: Deals; type: enumeration.
• hs_name - No HubSpot property description returned. Roles: trigger condition. internal name: hs_name; object: object not returned; type: not returned.
• hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
• 4f_Deal status (n4f_deal_status_dd) - Aggregator clustering deal in open (early stage, later stage, closed won/lost) Roles: property updated, step data. internal name: n4f_deal_status_dd; 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.