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 - reminder lead owner for leads with no activity after assignment

METADATA title: ELEVATE - reminder lead owner for leads with no activity after assignment 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: 20
• Property references: Last Activity Date (hs_last_activity_date), Lead stage (hs_pipeline_stage), Owner assigned date (hubspot_owner_assigneddate), Owner (hubspot_owner_id), 4f_Lead Source Level 1 (n4f_lead_source_level_1)
• List references: none detected
• Filter types: PROPERTY: 10
• Operators: ALL_PROPERTY: 3, ENUMERATION: 4, IS_ANY_OF: 4, IS_BEFORE: 3, IS_KNOWN: 2, IS_UNKNOWN: 1, TIME_POINT: 3
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Owner is known
        • Lead stage is any of Assignment, Outreach
        • 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Inbound request, Externally hosted Webinar, Marketing assessment
        • Owner assigned date is before
        • Last Activity Date is before
      • AND group
        • Owner is known
        • Lead stage is any of Assignment, Outreach
        • 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Inbound request, Externally hosted Webinar, Marketing assessment
        • Owner assigned date is before
        • Last Activity Date is unknown
  • Enrollment branch 2:
    • AND group
      • Owner is known
      • Lead stage is any of Assignment, Outreach
      • 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Inbound request, Externally hosted Webinar, Marketing assessment
      • Owner assigned date is before
      • Last Activity Date is before
  • Enrollment branch 3:
    • AND group
      • Owner is known
      • Lead stage is any of Assignment, Outreach
      • 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Inbound request, Externally hosted Webinar, Marketing assessment
      • Owner assigned date is before
      • Last Activity Date is unknown
• Trigger property meaning:
  • Last Activity Date (hs_last_activity_date): The date of the last activity. Defaults to the date of the primary associated contact. If not present, looks to the date of the primary associated company.
  • Lead stage (hs_pipeline_stage): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in
  • Owner assigned date (hubspot_owner_assigneddate): The most recent timestamp of when an owner was assigned to this record. This value is set automatically by HubSpot.
  • Owner (hubspot_owner_id): The owner of the object.
  • 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 7

• What happens: Sends an internal notification
• 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: internal_notification
• Detected intent: Sends an internal notification
• Returned action type: SINGLE_CONNECTION
• Returned field keys: body, owner_properties, subject
• subject: Reminder: You have an unworked lead assigned

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: 1
• Branch actions: 0
• Custom code actions: 0
• Property operations: 0
• List dependencies: 0
• Action categories: internal_notification: 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: 1
• Sequence enrollments: 0
• Subscription updates: 0
• Webhooks: 0
• Custom code actions: 0

How It Is Implemented

Workflows

• Workflow: ELEVATE - reminder lead owner for leads with no activity after assignment
  • Workflow ID: 2833008833
  • Revision ID: 45
  • Enabled: yes
  • Current HubSpot description: No workflow description returned.
  • Purpose: Logic not derivable from system.
  • Key logic: internal_notification: 1
  • Branching logic: 0 branch detail(s) returned by HubSpot No branch logic returned by HubSpot.
  • Dependencies: lists: none detected; properties: Last Activity Date (hs_last_activity_date), Lead stage (hs_pipeline_stage), Owner assigned date (hubspot_owner_assigneddate), Owner (hubspot_owner_id), 4f_Lead Source Level 1 (n4f_lead_source_level_1); custom code: none detected

Property Context

• Last Activity Date (hs_last_activity_date) - The date of the last activity. Defaults to the date of the primary associated contact. If not present, looks to the date of the primary associated company. Roles: trigger condition. internal name: hs_last_activity_date; object: Leads; type: datetime.
• 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.
• Owner assigned date (hubspot_owner_assigneddate) - The most recent timestamp of when an owner was assigned to this record. This value is set automatically by HubSpot. Roles: trigger condition. internal name: hubspot_owner_assigneddate; object: Line Items; type: datetime.
• Owner (hubspot_owner_id) - The owner of the object. Roles: trigger condition. 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: None detected.
• Narrative context: not used as source of truth.