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 - Lifecycle stage SAL for marketing leads

METADATA title: ELEVATE - Lifecycle stage SAL for marketing leads type: process domain: ELEVATE objects: [Contact] 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: 11
• Property references: Lead stage (hs_pipeline_stage), Lifecycle Stage (lifecyclestage), 4f_Lead Source Level 1 (n4f_lead_source_level_1)
• List references: none detected
• Filter types: PROPERTY: 4
• Operators: ENUMERATION: 4, IN_LIST: 3, IS_ANY_OF: 2, IS_NONE_OF: 2
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Lifecycle Stage is none of New
        • AND group
          • Lead stage is any of Outreach
      • AND group
        • AND group
          • Lead stage is any of Outreach
        • AND group
          • 4f_Lead Source Level 1 is none of Outbound
  • Enrollment branch 2:
    • AND group
      • Lifecycle Stage is none of New
      • AND group
        • Lead stage is any of Outreach
  • Enrollment branch 3:
    • AND group
      • AND group
        • Lead stage is any of Outreach
      • AND group
        • 4f_Lead Source Level 1 is none of Outbound
  • Enrollment branch 4:
    • AND group
      • Lead stage is any of Outreach
  • Enrollment branch 5:
    • AND group
      • Lead stage is any of Outreach
  • Enrollment branch 6:
    • AND group
      • 4f_Lead Source Level 1 is none of Outbound
• Trigger property meaning:
  • Lead stage (hs_pipeline_stage): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in
  • Lifecycle Stage (lifecyclestage): The qualification of companies to sales readiness throughout the buying journey
  • 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: Branches based on HubSpot list membership; 1 branches
• What triggers it: Workflow start action returned by HubSpot
• System condition: 1 branch condition(s) 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: 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: below SAL
  • Condition summary: below SAL
  • Default branch: no
  • Next action IDs: 2
  • Referenced properties: Lifecycle Stage (lifecyclestage)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • Lifecycle Stage is any of Subscriber, Marketing Qualified Lead, Lead

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 2

• What happens: Sets HubSpot property values; properties: lifecyclestage = static value Sales Accepted Lead
• What triggers it: After action 1
• 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: property_name, value
• property_name: lifecyclestage
• value: static value Sales Accepted 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:

• Lifecycle Stage (lifecyclestage) is set or updated; value: static value Sales Accepted Lead; 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: 2
• Branch actions: 1
• Custom code actions: 0
• Property operations: 1
• List dependencies: 0
• Action categories: list_branch: 1, set_property: 1
• Property operation types: set_property: 1
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: Contact: 1 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 - Lifecycle stage SAL for marketing leads
  • Workflow ID: 2263654637
  • Revision ID: 8
  • Enabled: yes
  • Current HubSpot description: Sets the lifecycle stage to “Sales Accepted Lead” for contacts in outreach SAL with lifecycle stages Subscriber, Marketing Qualified Lead, or Lead.
  • Purpose: Sets the lifecycle stage to “Sales Accepted Lead” for contacts in outreach SAL with lifecycle stages Subscriber, Marketing Qualified Lead, or Lead.
  • Key logic: list_branch: 1, set_property: 1
  • Branching logic: 1 branch detail(s) returned by HubSpot
  • below SAL: below SAL; next actions: 2; properties: lifecyclestage; lists: none detected
  • Dependencies: lists: none detected; properties: Lead stage (hs_pipeline_stage), Lifecycle Stage (lifecyclestage), 4f_Lead Source Level 1 (n4f_lead_source_level_1); custom code: none detected

Property Context

• Lead stage (hs_pipeline_stage) - shows the pipeline stages of the lead pipeline. indicates which stage the lead is in Roles: trigger condition. internal name: hs_pipeline_stage; object: Leads; type: enumeration.
• Lifecycle Stage (lifecyclestage) - The qualification of companies to sales readiness throughout the buying journey Roles: branch condition, property updated, step data, trigger condition. internal name: lifecyclestage; object: Companies; 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: 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.