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

STOPPED ELEVATE - assign lead owner to unassigned leads

METADATA title: STOPPED ELEVATE - assign lead owner to unassigned leads type: process domain: Routing 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: 10
• Property references: Object create date/time (hs_createdate), hs_name, Lead stage (hs_pipeline_stage), hs_value, Owner (hubspot_owner_id)
• List references: none detected
• Filter types: PROPERTY: 5
• Operators: ALL_PROPERTY: 2, ENUMERATION: 1, IS_BEFORE: 1, IS_EQUAL_TO: 1, IS_NONE_OF: 1, IS_UNKNOWN: 2, STRING: 1, TIME_POINT: 1
• Trigger logic:
  • Enrollment criteria type: LIST_BASED
  • Enrollment branch 1:
    • OR group
      • AND group
        • Object create date/time is before
        • Owner is unknown
        • Lead stage is none of Disqualified
  • Enrollment branch 2:
    • AND group
      • Object create date/time is before
      • Owner is unknown
      • Lead stage is none of Disqualified
  • Enrollment branch 3:
    • AND group
      • hs_name equals hubspot_owner_id
      • hs_value is unknown
• Trigger property meaning:
  • Object create date/time (hs_createdate): The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified.
  • Lead stage (hs_pipeline_stage): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in
  • Owner (hubspot_owner_id): The owner of the object.

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, subject, team_ids, user_ids
• subject: No lead owner assigned
• team_ids: Demand-Gen & CRM
• user_ids: Soeren Hagen

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: STOPPED ELEVATE - assign lead owner to unassigned leads
  • Workflow ID: 2835854579
  • Revision ID: 24
  • Enabled: no
  • 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: Object create date/time (hs_createdate), hs_name, Lead stage (hs_pipeline_stage), hs_value, Owner (hubspot_owner_id); custom code: none detected

Property Context

• Object create date/time (hs_createdate) - The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified. Roles: trigger condition. internal name: hs_createdate; object: Line Items; type: datetime.
• 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: 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.
• Owner (hubspot_owner_id) - The owner of the object. Roles: trigger condition. internal name: hubspot_owner_id; object: Line Items; type: enumeration.

Evidence And Gaps

• Domain evidence: Derived from workflow name term: owner
• Quality flags: None detected.
• Narrative context: not used as source of truth.