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 - Notification on new leads

METADATA title: ELEVATE - Notification on new leads 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: EVENT_BASED
• Criteria type: EVENT_BASED
• Filter-like criteria returned: 3
• Property references: 4f_Lead Source Level 1 (n4f_lead_source_level_1)
• List references: none detected
• Filter types: PROPERTY: 1
• Operators: ENUMERATION: 1, HAS_COMPLETED: 1, IS_ANY_OF: 1
• Trigger logic:
  • Enrollment criteria type: EVENT_BASED
  • Enrollment branch 1:
    • AND group
      • Returned branch keys: eventTypeId, filterBranchOperator, filterBranchType, filterBranches, filters, operator
  • Enrollment branch 2:
    • OR group
      • AND group
        • 4f_Lead Source Level 1 is any of 4flow event, Webinar, Content download, Externally hosted Webinar, Marketing assessment
  • Enrollment branch 3:
    • AND group
      • 4f_Lead Source Level 1 is any of 4flow event, Webinar, Content download, Externally hosted Webinar, Marketing assessment
• Trigger property meaning:
  • 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: 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 8

• What happens: Branches based on HubSpot list membership; 2 branches
• What triggers it: After action 1
• System condition: 2 branch condition(s) returned by HubSpot.
• What data is used: properties: Owner (hubspot_owner_id); lists: none detected

DATA MEANING:

• Owner (hubspot_owner_id): The owner of the object.

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: owner known
  • Condition summary: owner known
  • Default branch: no
  • Next action IDs: 9
  • Referenced properties: Owner (hubspot_owner_id)
  • Referenced lists: none detected
  • Filter-like criteria returned: 2
  • Returned branch logic:
    • OR group
      • AND group
        • Owner is known
• Branch: owner unknown
  • Condition summary: owner unknown
  • Default branch: yes
  • Next action IDs: 2
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: owner unknown
      • Next action: 2

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 3 - Action 2

• What happens: Sends an internal notification
• What triggers it: After action 8
• 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, owner_properties, subject, team_ids, user_ids
• subject: A new lead was created based on a recent marketing touchpoint
• team_ids: Demand-Gen & CRM
• user_ids: Markus Ungruhe, Sara Snider, Knut Schwenke, Tobias Kainka

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 4 - Action 3

• What happens: Waits for an event or activity condition
• What triggers it: After action 2
• 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: wait_for_event
• Connection: object with keys: edgeType, nextActionId
• Detected intent: Waits for an event or activity condition
• Returned action type: SINGLE_CONNECTION
• Returned field keys: event_filter_branches, expiration_minutes
• expiration_minutes: 1440

ACTION-LEVEL CONDITIONS:

• AND group
  • hs_name equals hubspot_owner_id
  • hs_value is known

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 4

• What happens: Branches based on a returned value or property; 2 branches
• What triggers it: After action 3
• System condition: 2 branch condition(s) 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: static_branch
• Detected intent: Branches based on a returned value or property
• Input value: object with keys: actionId, dataKey, type
• Returned action type: STATIC_BRANCH

ACTION-LEVEL CONDITIONS:

• No extra action-level filter logic detected.

BRANCH LOGIC:

• Branch: true
  • Condition summary: hs_event_criteria_met = true
  • Default branch: no
  • Next action IDs: 7
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch value: true
• Branch: Event criteria not met
  • Condition summary: Event criteria not met
  • Default branch: yes
  • Next action IDs: 5
  • Referenced properties: none detected
  • Referenced lists: none detected
  • Filter-like criteria returned: 0
  • Returned branch logic:
    • AND group
      • Branch name: Event criteria not met
      • Next action: 5

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 6 - Action 5

• What happens: Sends an internal notification
• What triggers it: After action 4
• 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
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids, user_ids
• subject: Reminder: A lead is still missing an assigned owner - please act accordingly - no additional reminder will be sent
• team_ids: Demand-Gen & CRM
• user_ids: Markus Ungruhe, Sara Snider, Knut Schwenke, Tobias Kainka

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 7 - Action 7

• What happens: Sends an internal notification
• What triggers it: After action 4
• 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
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, subject, team_ids, user_ids
• subject: assigned a lead owner
• team_ids: Demand-Gen & CRM
• user_ids: Markus Ungruhe, Sara Snider, Knut Schwenke, Tobias Kainka

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 8 - Action 9

• What happens: Sends an internal notification
• What triggers it: After action 8
• 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
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject, team_ids
• subject: A lead was created based on a recent marketing touchpoint
• 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.

System Behavior

• Workflow actions: 8
• Branch actions: 2
• Custom code actions: 0
• Property operations: 0
• List dependencies: 0
• Action categories: connected_action: 1, internal_notification: 4, list_branch: 1, static_branch: 1, wait_for_event: 1
• Property operation types: Logic not derivable from system.
• Associations created: listed under Outcomes when custom code exposes association evidence.

Outcomes

• Objects created: Logic not derivable from system.
• Objects updated: None detected.
• Associations created: Logic not derivable from system.
• Marketing emails sent: 0
• Internal notifications: 4
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 0

How It Is Implemented

Workflows

• Workflow: ELEVATE - Notification on new leads
  • Workflow ID: 2457367743
  • Revision ID: 36
  • Enabled: no
  • Current HubSpot description: No workflow description returned.
  • Purpose: Logic not derivable from system.
  • Key logic: connected_action: 1, internal_notification: 4, list_branch: 1, static_branch: 1, wait_for_event: 1
  • Branching logic: 4 branch detail(s) returned by HubSpot
  • true: hs_event_criteria_met = true; next actions: 7; properties: none detected; lists: none detected
  • Event criteria not met: Event criteria not met; next actions: 5; properties: none detected; lists: none detected
  • owner known: owner known; next actions: 9; properties: hubspot_owner_id; lists: none detected
  • owner unknown: owner unknown; next actions: 2; properties: none detected; lists: none detected
  • Dependencies: lists: none detected; properties: hs_name, hs_value, Owner (hubspot_owner_id), 4f_Lead Source Level 1 (n4f_lead_source_level_1); custom code: none detected

Property Context

• hs_name - No HubSpot property description returned. Roles: reference. internal name: hs_name; object: object not returned; type: not returned.
• hs_value - No HubSpot property description returned. Roles: reference. internal name: hs_value; object: object not returned; type: not returned.
• Owner (hubspot_owner_id) - The owner of the object. Roles: branch condition, step data. internal name: hubspot_owner_id; object: Line Items; 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.
• Narrative context: not used as source of truth.