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 - Disqualify leads based on Marketing-Off-List

METADATA title: ELEVATE - Disqualify leads based on Marketing-Off-List 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: 26
• Property references: Created by user ID (hs_created_by_user_id), hs_name, Lead stage (hs_pipeline_stage), hs_value, 4f_company quality label (n4f_company_quality_label), 4f_Contact quality label (n4f_contact_quality_label), 4f_Lead Source Level 1 (n4f_lead_source_level_1)
• List references: 2333
• Filter types: IN_LIST: 2, PROPERTY: 10
• Operators: ALL_PROPERTY: 2, ENUMERATION: 7, IN_LIST: 6, IS_ANY_OF: 5, IS_EQUAL_TO: 1, IS_NONE_OF: 2, IS_UNKNOWN: 2, STRING: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Lead stage is any of Assignment
        • 4f_Lead Source Level 1 is any of Webinar, Content download, Listing platform, Externally hosted Webinar, Marketing assessment
        • Created by user ID is unknown
        • AND group
          • 4f_Contact quality label is none of 4f-Target Account
        • AND group
          • List 2333 is in list 2333
      • AND group
        • Lead stage is any of Assignment
        • 4f_Lead Source Level 1 is any of Webinar, Content download, Listing platform, Externally hosted Webinar, Marketing assessment
        • Created by user ID is unknown
        • AND group
          • 4f_company quality label is none of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
        • AND group
          • List 2333 is in list 2333
  • Enrollment branch 2:
    • AND group
      • Lead stage is any of Assignment
      • 4f_Lead Source Level 1 is any of Webinar, Content download, Listing platform, Externally hosted Webinar, Marketing assessment
      • Created by user ID is unknown
      • AND group
        • 4f_Contact quality label is none of 4f-Target Account
      • AND group
        • List 2333 is in list 2333
  • Enrollment branch 3:
    • AND group
      • Lead stage is any of Assignment
      • 4f_Lead Source Level 1 is any of Webinar, Content download, Listing platform, Externally hosted Webinar, Marketing assessment
      • Created by user ID is unknown
      • AND group
        • 4f_company quality label is none of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
      • AND group
        • List 2333 is in list 2333
  • Enrollment branch 4:
    • AND group
      • 4f_Contact quality label is none of 4f-Target Account
  • Enrollment branch 5:
    • AND group
      • List 2333 is in list 2333
  • Enrollment branch 6:
    • AND group
      • 4f_company quality label is none of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
  • Enrollment branch 7:
    • AND group
      • List 2333 is in list 2333
  • Enrollment branch 8:
    • AND group
      • hs_name equals hs_pipeline_stage
      • hs_value is any of new-stage-id
• Trigger property meaning:
  • Created by user ID (hs_created_by_user_id): The user who created this record. This value is set automatically by HubSpot.
  • Lead stage (hs_pipeline_stage): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in
  • 4f_company quality label (n4f_company_quality_label): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.
  • 4f_Lead Source Level 1 (n4f_lead_source_level_1): used for attribution of marketing leads, synchronized with touchpoint types (and deal sources)

Steps

Step 1 - Action 1

• 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 2

• What happens: Sets HubSpot property values; properties: hs_lead_disqualification_reason = static value No Sales Lead
• What triggers it: After action 1
• 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 Sales Lead

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 Sales Lead; confidence: high. Purpose: Dropdown list of reasons for disqualification

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 3 - Action 3

• What happens: Sets HubSpot property values; properties: hs_lead_disqualification_note = static value Disqualified by marketing based on Off-List citeria
• What triggers it: After action 2
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Lead Disqualification Note (hs_lead_disqualification_note); lists: none detected

DATA MEANING:

• Lead Disqualification Note (hs_lead_disqualification_note): A note on why the lead was disqualified.

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_note
• value: static value Disqualified by marketing based on Off-List citeria

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 Disqualification Note (hs_lead_disqualification_note) is set or updated; value: static value Disqualified by marketing based on Off-List citeria; confidence: high. Purpose: A note on why the lead was disqualified.

CUSTOM CODE LOGIC:

• No custom code detected in this step.

Step 4 - Action 4

• What happens: Sends an internal notification
• What triggers it: After action 3
• 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
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids
• subject: Lead was disqualified
• 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.

Step 5 - Action 5

• What happens: Sets HubSpot property values; properties: lifecyclestage = static value not returned
• What triggers it: After action 4
• System condition: Previous workflow connection or enrollment trigger returned by HubSpot.
• What data is used: properties: Lifecycle Stage (lifecyclestage); lists: none detected

DATA MEANING:

• Lifecycle Stage (lifecyclestage): The qualification of companies to sales readiness throughout the buying journey

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: lifecyclestage
• value: static value not returned

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:

• Lifecycle Stage (lifecyclestage) is set or updated; value: static value not returned; confidence: high. Purpose: The qualification of companies to sales readiness throughout the buying journey

CUSTOM CODE LOGIC:

• No custom code detected in this step.

System Behavior

• Workflow actions: 5
• Branch actions: 0
• Custom code actions: 0
• Property operations: 4
• List dependencies: 0
• Action categories: internal_notification: 1, set_property: 4
• Property operation types: set_property: 4
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Lead: 4 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 - Disqualify leads based on Marketing-Off-List
  • Workflow ID: 2402275549
  • Revision ID: 26
  • Enabled: yes
  • Current HubSpot description: Updates lead properties to mark leads as disqualified with specific reasons when their stage is “Assignment (MQL)” and they belong to aour off-list.
  • Purpose: Updates lead properties to mark leads as disqualified with specific reasons when their stage is “Assignment (MQL)” and they belong to aour off-list.
  • Key logic: internal_notification: 1, set_property: 4
  • Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
  • Dependencies: lists: 2333 (2333); properties: Created by user ID (hs_created_by_user_id), Lead Disqualification Note (hs_lead_disqualification_note), Disqualification Reason (hs_lead_disqualification_reason), hs_name, Lead stage (hs_pipeline_stage), hs_value, Lifecycle Stage (lifecyclestage), 4f_company quality label (n4f_company_quality_label), 4f_Contact quality label (n4f_contact_quality_label), 4f_Lead Source Level 1 (n4f_lead_source_level_1); custom code: none detected

Property Context

• Created by user ID (hs_created_by_user_id) - The user who created this record. This value is set automatically by HubSpot. Roles: trigger condition. internal name: hs_created_by_user_id; object: Line Items; type: number.
• Lead Disqualification Note (hs_lead_disqualification_note) - A note on why the lead was disqualified. Roles: property updated, step data. internal name: hs_lead_disqualification_note; object: Leads; type: string.
• 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.
• hs_name - No HubSpot property description returned. Roles: trigger condition. internal name: hs_name; object: object not returned; type: not returned.
• 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.
• hs_value - No HubSpot property description returned. Roles: trigger condition. internal name: hs_value; object: object not returned; type: not returned.
• Lifecycle Stage (lifecyclestage) - The qualification of companies to sales readiness throughout the buying journey Roles: property updated, step data. internal name: lifecyclestage; object: Companies; type: enumeration.
• 4f_company quality label (n4f_company_quality_label) - Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations. Roles: trigger condition. internal name: n4f_company_quality_label; object: Deals; type: enumeration.
• 4f_Contact quality label (n4f_contact_quality_label) - No HubSpot property description returned. Roles: trigger condition. internal name: n4f_contact_quality_label; object: Contacts; 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: trigger condition. internal name: n4f_lead_source_level_1; 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.