Generated descriptions are review drafts only. The engine does not write these back to HubSpot.
| Workflow | Enabled | Existing description | Draft status |
|---|---|---|---|
| Internal_Data quality_Country-contact assignment | no | yes | draft_not_written_to_hubspot |
| Intern_Data quality_marking-students | yes | no | draft_not_written_to_hubspot |
| Intern_Data Quality_Add or remove label Contact as Competitor | yes | yes | draft_not_written_to_hubspot |
| Internal_Data Quality_set gender-by-first-name | yes | yes | draft_not_written_to_hubspot |
| Internal_Data Quality_New-company-notification | yes | yes | draft_not_written_to_hubspot |
| Data_quality-Assign job-role based on Job-title | no | yes | draft_not_written_to_hubspot |
| Intern_Data quality_Assign job-role based on job-title | yes | no | draft_not_written_to_hubspot |
| Intern_Data quality_Assign job-role based on job-title (multiple) | yes | no | draft_not_written_to_hubspot |
| Internal_Data Quality_Set Contact Sources | yes | yes | draft_not_written_to_hubspot |
| Data_Quality_Custom code_company association & creation | no | yes | draft_not_written_to_hubspot |
| Internal_Data quality: Set 4f_Region-Country and ISO country code | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Copy Lead sources to deal sources | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Lifecycle stage SAL for marketing leads | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Lifecycle stage “Opportunity” based on Deal stage | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Purchased/researched contacts receive lifecycle stage NEW | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Map 4flow Industries based on SIC-codes | no | no | draft_not_written_to_hubspot |
| ELEVATE - Batch merge of duplicate companies | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Adjust life cycle stage based on Lead stage for marketing leads | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Global Touchpoint Notifications | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Set lifecycle stage to NEW for Researched/purchased contacts | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Admin notifications for created deals and won deals | logo use approved in company | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Lifecycle stage “Customer” based on Deal stage “ordered” | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Disqualify leads based on Marketing-Off-List | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Continously set active and past customer based on deals | no | yes | draft_not_written_to_hubspot |
| ELEVATE - Notification on updated leads | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Categorize new business vs. existing business | yes | no | draft_not_written_to_hubspot |
| ELEVATE- Copy Company ID to Deal | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Detect and alert overwrites in contact special interest property | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Notification on strategic contact labeling | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Update outreach allowance status based on stop criteria | no | yes | draft_not_written_to_hubspot |
| ELEVATE - Set contact to free to contact after creation | yes | yes | draft_not_written_to_hubspot |
| Data quality - SET Region to US for LinkedIn US-campaign leads | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Notification on new leads | no | no | draft_not_written_to_hubspot |
| Intern_Data quality_Assign job-level based on job-title | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Continously set active and past customer based on deals with custome code | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Fill 4f_lead interest for tracking of activities | yes | yes | draft_not_written_to_hubspot |
| Internal_Data quality_Add or remove Label competitors by business line | yes | yes | draft_not_written_to_hubspot |
| Internal_Data quality_Label bounces and non-marketing contacts | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - add touchpoint to deal for later added contacts | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Copy lead create date to 4f_initial_create date | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - set target account toggle based on quality label | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Appent 4fm target account label based on known 4fm target account field | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Set lifecycle stage back after disqualified lead | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Notification about new activities for Deal owners | yes | yes | draft_not_written_to_hubspot |
| Data-Quality-Copy LinkedIn-Campaign-ID & Name to Touchpoint | yes | no | draft_not_written_to_hubspot |
| Data-Quality_Copy Google-Campaign-ID & Name to Touchpoint | yes | no | draft_not_written_to_hubspot |
| ELEVATE_deal status | yes | yes | draft_not_written_to_hubspot |
| Data quality_Notifications on contacts | yes | yes | draft_not_written_to_hubspot |
| ELEVATE_Mark touchpoint as conversion source if converting TP | no | no | draft_not_written_to_hubspot |
| Data quality_4f-Off-list-tracker | yes | no | draft_not_written_to_hubspot |
| Internal_Data quality_Add or remove label target companies by BL | yes | yes | draft_not_written_to_hubspot |
| ELEVATE_OFF-List tracker-removal | yes | no | draft_not_written_to_hubspot |
| ELEVATE- close lead if owner is not active | no | no | draft_not_written_to_hubspot |
| Internal_Data quality_Add or remove label target contacts | yes | no | draft_not_written_to_hubspot |
| Data quality_Notifications on companies | yes | yes | draft_not_written_to_hubspot |
| ELEVATE_Deal_shift start date forward reminder | yes | no | draft_not_written_to_hubspot |
| ELEVATE- Mark deals which can count as lost if lost | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - reminder lead owner for leads with no activity after assignment | yes | no | draft_not_written_to_hubspot |
| ELEVATE - close leads with no reaction | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - close old leads with no SDR activity | yes | no | draft_not_written_to_hubspot |
| STOPPED ELEVATE - assign lead owner to unassigned leads | no | no | draft_not_written_to_hubspot |
| Internal_Data quality - Set last page seen timestamp | yes | yes | draft_not_written_to_hubspot |
| ELEVATE_Lead owner notification | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Clear n4f_no_activity_after_assignment if activity happens | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Notification Lead source 1 or 2 missing | yes | no | draft_not_written_to_hubspot |
| NEW_ELEVATE - Events - Lead creation & lifecycle stage based on marketing touchpoints w/o company req | yes | yes | draft_not_written_to_hubspot |
| ELEVATE_(Re)associate Company with lead | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Create renewal deal | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Append Corporate Sales-Target label to accounts in target list | yes | yes | draft_not_written_to_hubspot |
| TEST ELEVATE - Update Subscription Status | no | no | draft_not_written_to_hubspot |
| TEST ELEVATE - re-assign Leads and Deals from deactivated Users | no | no | draft_not_written_to_hubspot |
| Data_Quality_Copy deal id to deal-id for sorting field | yes | no | draft_not_written_to_hubspot |
| NEW-Data_Quality_Custom code_company association & creation | yes | yes | draft_not_written_to_hubspot |
| NEW-ELEVATE - Lead creation & lifecycle stage based on marketing touchpoints w/o company req | yes | no | draft_not_written_to_hubspot |
| Data quality_Companies_Data clean-up | yes | no | draft_not_written_to_hubspot |
| Data Quality_Company cleaning_duplicte proposal | yes | yes | draft_not_written_to_hubspot |
| Data Quality_detect bounces and contacts that left company | yes | no | draft_not_written_to_hubspot |
| ELEVATE_Calculate Deal ACV based on Amount & Duration | yes | no | draft_not_written_to_hubspot |
| Data quality_Derive dominant email patterns for companies | yes | no | draft_not_written_to_hubspot |
| ELEVATE - Set outreach allowance status to no contact based on stop criteria (cloned) | yes | yes | draft_not_written_to_hubspot |
| ELEVATE - Set outreach allowance status “free to contact” based on stop criteria | yes | yes | draft_not_written_to_hubspot |
| Data Quality_Map company domains to HubDB | yes | no | draft_not_written_to_hubspot |
| Internal_Data quality: Set 4flow region from automatic update | yes | no | draft_not_written_to_hubspot |
| Internal_Data quality_Info address becomes non-marketing contacts | yes | yes | draft_not_written_to_hubspot |
| Data quality_Detect bounces from sequences | no | no | draft_not_written_to_hubspot |
| ELEVATE - Lead creation & lifecycle stage based on marketing touchpoints excluding content | no | no | draft_not_written_to_hubspot |
1497203413208Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Country/Region (country) when List 5026 is in list 5026; List 5026 is in list 5026; List 5026 is in list 5026. It uses 5026 as list context.
Existing HubSpot description: Updates "Country/Region" based on phone number or email domain.
Trigger evidence:
List 5026 is in list 5026
List 5026 is in list 5026
List 5026 is in list 5026
Automation evidence:
- Key behavior: list_branch: 3, set_property: 40.
- Branches: Phone number known: Phone number known; mail domain is not .com: mail domain is not .com; Germany: Germany; China : China ; Switzerland: Switzerland; United Kingdom: United Kingdom; France: France; USA: USA
- Property writes: Country/Region (country) is set to static value Germany. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value China. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value Switzerland. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value United Kingdom. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value France. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value United States. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value Italy. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value Germany. Purpose: Country in which the company or organization is located..
- Lists...
151135461714Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Contact quality label (n4f_contact_quality_label) when 4f_special contact is any of Student activities; 4f-Customer Industry is any of Research, university & foundation; Job Title contains student.
Trigger evidence:
4f_special contact is any of Student activities
4f-Customer Industry is any of Research, university & foundation
Job Title contains student
4f-Customer Industry is any of Research, university & foundation
4f_special contact is any of Student activities
4f-Customer Industry is any of Research, university & foundation
Job Title contains student
4f-Customer Industry is any of Research, university & foundation
4f-Customer Industry is any of Research, university & foundation
4f-Customer Industry is any of Research, university & foundation
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.
- Lists: none detected
- Custom code: none detected
- Property context: Job Title (jobtitle) (trigger condition): A contact's job title; 4f-Customer Industry (n4flow_customer_industry_company) (trigger condition): Industry to be chosen in forms via dropdown.; 4f_special contact (pd_distribution_list) (trigger condition): Admin marker to mark special contact in the database, e.g., Alumni, Networking events, 25 Y party invitations, etc.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless wo...
1512698104116Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Contact quality label (n4f_contact_quality_label) when hs_name equals hs_merged_object_ids; hs_value is known; hs_name equals hs_latest_disqualified_lead_date. It uses 13517, 13543, 13559, 13619, 16049 as list context.
Existing HubSpot description: Updates "pd_Organization label" property to "Competitor" for contacts in the specified list.
Trigger evidence:
hs_name equals hs_merged_object_ids
hs_value is known
hs_name equals hs_latest_disqualified_lead_date
hs_value is known
hs_name equals hs_merged_object_ids
hs_value is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
List 13517 is in list 13517
List 13543 is in list 13543
List 13559 is in list 13559
List 13619 is in list 13619
Automation evidence:
- Key behavior: connected_action: 3, internal_notification: 3, list_branch: 1, set_property: 3.
- Branches: Is Competitor: Is Competitor; Lead was disqualified: Lead was disqualified; Is not Competitor: Is not Competitor
- Property writes: 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.; 4f_Contact quality label (n4f_contact_quality_label) is set to static value 4f-Competitor.; 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.
- Lists: 13517, 13543, 13559, 13619, 16049
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exp...
151416211344Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Gender by name (gender_by_name) when First Name is known; 4f_Gender by name is unknown; First Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId. It uses 14093, 14123 as list context.
Existing HubSpot description: Updates the "4f_Gender by name" property to "male" or "female" based on whether the first name is on a male or female names list when the first name is known and the gender is unknown.
Trigger evidence:
First Name is known
4f_Gender by name is unknown
First Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
First Name is after
First Name is known
4f_Gender by name is unknown
4f_salutation_DE_dd is known
First Name is known
4f_Gender by name is unknown
First Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Automation evidence:
- Key behavior: connected_action: 1, internal_notification: 1, list_branch: 1, set_property: 4.
- Branches: on both: on both; on male names list: on male names list; on female names list: on female names list; Male salutation: Male salutation; female salutation: female salutation
- Property writes: 4f_Gender by name (gender_by_name) is set to static value male. Purpose: Assign male or female based on first name..; 4f_Gender by name (gender_by_name) is set to static value female. Purpose: Assign male or female based on first name..; 4f_Gender by name (gender_by_name) is set to static value male. Purpose: Assign male or female based on first name..; 4f_Gender by name (gender_by_name) is set to static value female. Purpose: Assign male or female based on first name..
- Lists: 140...
153573397214Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; Record source detail 1 does not equal Patrick's internal app; Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId.
Existing HubSpot description: Sends an internal email notification to "l.jessen@4flow.com" with details about a new company when a company is created within the last day.
Trigger evidence:
Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Record source detail 1 does not equal Patrick's internal app
Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Record source detail 1 does not equal Patrick's internal app
Automation evidence:
- Key behavior: internal_notification: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Create date (createdate) (trigger condition): Date the deal was created. This property is set automatically by HubSpot.; Record source detail 1 (hs_object_source_detail_1) (trigger condition): First level of detail on how this record was created.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic..
191493448014Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_job role (n4f_role) when Job Title contains Marketing, SAP; Job Title contains Marketing, SAP.
Existing HubSpot description: Assigns the role "Marketing" or "SAP" based on the job title containing "Marketing" or "SAP".
Trigger evidence:
Job Title contains Marketing, SAP
Job Title contains Marketing, SAP
Automation evidence:
- Key behavior: list_branch: 1, set_property: 2.
- Branches: Marketing: Marketing; SAP: SAP
- Property writes: 4f_job role (n4f_role) is set to static value Marketing.; 4f_job role (n4f_role) is set to static value SAP.
- Lists: none detected
- Custom code: none detected
- Property context: Job Title (jobtitle) (branch condition, step data, trigger condition): A contact's job title
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic.; Workflow appears to write or copy one or more properties..
1943739590159Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_job role (n4f_role) when List 8148 is in list 8148; List 8133 is in list 8133; List 8146 is in list 8146. It uses 12732, 12733, 12759, 8121, 8127, 8133, 8134, 8143 as list context.
Trigger evidence:
List 8148 is in list 8148
List 8133 is in list 8133
List 8146 is in list 8146
List 8134 is in list 8134
List 8180 is in list 8180
List 8287 is in list 8287
List 8144 is in list 8144
List 8276 is in list 8276
List 8154 is in list 8154
List 8253 is in list 8253
Automation evidence:
- Key behavior: connected_action: 2, list_branch: 4, set_property: 31.
- Branches: Material planning: Material planning; Category management: Category management; Network: Network; SAP: SAP; Procurement: Procurement; After sales: After sales; SC Planning & Strategy: SC Planning & Strategy; Sustainability & ESG: Sustainability & ESG
- Property writes: 4f_job role (n4f_role) is set to static value After sales.; 4f_job role (n4f_role) is set to static value Catergory (management).; 4f_job role (n4f_role) is set to static value Transportation.; 4f_job role (n4f_role) is set to static value Material planner.; 4f_job role (n4f_role) is set to static value Operations.; 4f_job role (n4f_role) is set to static value Procurement.; 4f_job role (n4f_role) is set to static value Quality & risk management.; 4f_job role (n4f_role) is set to static value Sales & Business Development.
- Lists: 12732, 12733, 12759, 8121, 8127, 8133, 8134, 8143
- Custom code: none detected
- Property context: Merged record IDs (hs_merged_object_ids) (trigger condition): The list of record IDs that have been merged into this record. This value is set automatically by HubSpot.; Job Title (jobtit...
1950238939123Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_job role_helpfield (n4f_job_role_helpfield) when List 8148 is in list 8148; List 8133 is in list 8133; List 8146 is in list 8146. It uses 8121, 8127, 8133, 8134, 8143, 8144, 8145, 8146 as list context.
Trigger evidence:
List 8148 is in list 8148
List 8133 is in list 8133
List 8146 is in list 8146
List 8134 is in list 8134
List 8180 is in list 8180
List 8287 is in list 8287
List 8144 is in list 8144
List 8276 is in list 8276
List 8154 is in list 8154
List 8253 is in list 8253
Automation evidence:
- Key behavior: connected_action: 1, list_branch: 28, set_property: 28.
- Branches: Material planning: Material planning; default branch: default branch; Category management: Category management; default branch: default branch; Network: Network; default branch: default branch; SAP: SAP; default branch: default branch
- Property writes: 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_job role_helpfield (n4f_job_role_helpfield) is set to returned value object with keys: staticAppendValue, type.; 4f_jo...
2053292224118Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Contact Source Level 3 (n4f_contact_source_level_3) when the returned enrollment criteria.
Existing HubSpot description: Sets "Contact source Level 1" to "Purchased/researched", "Level 2" to "Outbound", and "Level 3" to "Database" after a 10-minute delay when a record is created with specific offline source criteria.
Trigger evidence:
HubSpot enrollment criteria type: EVENT_BASED
Automation evidence:
- Key behavior: connected_action: 1, internal_notification: 2, list_branch: 2, set_property: 10.
- Branches: no contact source: no contact source; COntact creation: COntact creation; Purchased / researched: Purchased / researched; source 3 missing: source 3 missing; Direct traffic: Direct traffic; Organic Search: Organic Search; Social Media: Social Media; Social Media Ad: Social Media Ad
- Property writes: 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set to static value Direct traffic. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking..; 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set to static value Organic Search. Purpose: This property specifies the most detailed attribution for how a contact entered the database, providing insight into specific marketing efforts or touchpoints. It works alongside lead source levels 1 and 2 for comprehensive tracking..; 4f_Contact Source Level 3 (n4f_contact_source_level_3) is set to static value Social Media. Purpose: This property specifies the most detailed attribution for how...
2126348483141Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when Primary Associated Company ID is unknown; 4f_Region-Country is known; Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId. Custom code evidence: action 1: performs: creates, removes, or checks associations, searches records, updates records or resources, writes properties: SUCCESS, associatedcompanyid, body, outputFields, update; touches HubSpot objects/APIs: companies, contacts; CRM operations: search: companies, contacts; update: companies, contacts; search/filter logic: search/filter operator: CONTAINS_TOKEN; search/filter operator: EQ; transforms data: calculates or formats dates, combines multiple values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, serializes data as JSON; writes HubSpot properties: SUCCESS, associatedcompanyid, body, outputFields, update; returns workflow outputs: outputFields; failure handling: checks missing values, has catch block, logs errors, throws errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: SUCCESS, Primary Associated Company ID (associatedcompanyid), body, outputFields, update. Objects/APIs: companies, contacts. Associations: association logic referenced in custom code.; action 7: performs: creates, removes, or checks associations, searches records, updates records or resources, writes properties: associatedcompanyid; touches HubSpot objects/APIs: companies, contacts; CRM operations: search: companies, contacts; update: companies, contacts; search/filter logic: search/filter operator: CONTAINS_TOKEN; search/filter operator: EQ; transforms ...
2136174779384Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Country/Region (country), Country/Region Code (hs_country_region_code), 4f_Region-Country (n4f_region_country) when Country/Region is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; Country/Region is unknown; Country/Region is known.
Existing HubSpot description: Updates "Country/Region" based on phone number or email domain.
Trigger evidence:
Country/Region is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Country/Region is unknown
Country/Region is known
4f_Region-Country is known
Email is known
Merged record IDs is known
Country/Region is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Country/Region is unknown
Country/Region is known
4f_Region-Country is known
Automation evidence:
- Key behavior: list_branch: 10, set_property: 203.
- Branches: Country known: Country known; Country unknown: Country unknown; Germany: Germany; China : China ; Switzerland: Switzerland; United Kingdom: United Kingdom; France: France; USA: USA
- Property writes: Country/Region (country) is set to static value Germany. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value China. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value Switzerland. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value United Kingdom. Purpose: Country in which the company or organization is located..; Country/Region (country) is set to static value France. Purpose: Country in which th...
226334333522Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Deal Source Level 1 (n4f_deal_source_level_1), 4f_Deal Source Level 2 (n4f_deal_source_level_2) when Associated Deal Pipeline Stage is any of Discovery; Associated Deal Pipeline Stage is any of Discovery.
Existing HubSpot description: Copies lead source level 1 and 2 properties to associated deals when the deal pipeline stage is known, excluding deals missing the level 1 source property.
Trigger evidence:
Associated Deal Pipeline Stage is any of Discovery
Associated Deal Pipeline Stage is any of Discovery
Automation evidence:
- Key behavior: set_property: 2.
- Branches: none detected
- Property writes: 4f_Deal Source Level 1 (n4f_deal_source_level_1) is set to value from property n4f_lead_source_level_1. Purpose: used for attribution of marketing deals, synchronized with touchpoint types (and lead sources).; 4f_Deal Source Level 2 (n4f_deal_source_level_2) is set to value from property n4f_lead_source_level_2. Purpose: used for attribution of marketing deals, synchronized with touchpoint names (and lead sources).
- Lists: none detected
- Custom code: none detected
- Property context: Associated Deal Pipeline Stage (hs_lead_associated_deal_pipeline_stage) (trigger condition): The pipeline stage of the primary associated deal; 4f_Deal Source Level 1 (n4f_deal_source_level_1) (property updated, step data): used for attribution of marketing deals, synchronized with touchpoint types (and lead sources); 4f_Deal Source Level 2 (n4f_deal_source_level_2) (property updated, step data): used for attribution of marketing deals, synchronized with touchpoint names (and lead sources); 4f_Lead Source Level 1 (n4f_lead_source_level_1): used for...
22636546378Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when Lifecycle Stage is none of New; Lead stage is any of Outreach; Lead stage is any of Outreach.
Existing HubSpot description: Sets the lifecycle stage to "Sales Accepted Lead" for contacts in outreach SAL with lifecycle stages Subscriber, Marketing Qualified Lead, or Lead.
Trigger evidence:
Lifecycle Stage is none of New
Lead stage is any of Outreach
Lead stage is any of Outreach
4f_Lead Source Level 1 is none of Outbound
Lifecycle Stage is none of New
Lead stage is any of Outreach
Lead stage is any of Outreach
4f_Lead Source Level 1 is none of Outbound
Lead stage is any of Outreach
Lead stage is any of Outreach
Automation evidence:
- Key behavior: list_branch: 1, set_property: 1.
- Branches: below SAL: below SAL
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value Sales Accepted Lead. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Lead stage (hs_pipeline_stage) (trigger condition): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in; Lifecycle Stage (lifecyclestage) (branch condition, property updated, step data, trigger condition): The qualification of companies to sales readiness throughout the buying journey; 4f_Lead Source Level 1 (n4f_lead_source_level_1) (trigger condition): used for attribution of marketing leads, synchronized with touchpoint types (and deal sources)
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects a...
22746093507Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when Deal Stage is any of Validation; Deal Stage is any of Validation; Deal Stage is any of Validation.
Existing HubSpot description: Updates the lifecycle stage to "Opportunity" for contacts associated with deals in the "Validation" stage and whose current lifecycle stage is below "Opportunity."
Trigger evidence:
Deal Stage is any of Validation
Deal Stage is any of Validation
Deal Stage is any of Validation
Automation evidence:
- Key behavior: list_branch: 1, set_property: 1.
- Branches: below Opportunity: below Opportunity; above opportunity: above opportunity
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value Opportunity. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Deal Stage (dealstage) (trigger condition): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.; Lifecycle Stage (lifecyclestage) (branch condition, property updated, step data): The qualification of companies to sales readiness throughout the buying journey
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic.; Workflow appears to write or copy one or more properties..
22746114408Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when 4f_Contact Source Level 1 is any of Purchased/researched; Lifecycle Stage is none of Evangelist, Opportunity, Sales Qualified Lead, Customer; 4f_Contact Source Level 1 is any of Purchased/researched.
Existing HubSpot description: Updates the Lifecycle Stage to "New" for contacts created with source "Purchased/researched" who are not yet in advanced lifecycle stages.
Trigger evidence:
4f_Contact Source Level 1 is any of Purchased/researched
Lifecycle Stage is none of Evangelist, Opportunity, Sales Qualified Lead, Customer
4f_Contact Source Level 1 is any of Purchased/researched
Lifecycle Stage is none of Evangelist, Opportunity, Sales Qualified Lead, Customer
Automation evidence:
- Key behavior: set_property: 2.
- Branches: none detected
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value not returned. Purpose: The qualification of companies to sales readiness throughout the buying journey.; Lifecycle Stage (lifecyclestage) is set to static value New. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Lifecycle Stage (lifecyclestage) (property updated, step data, trigger condition): The qualification of companies to sales readiness throughout the buying journey; 4f_Contact Source Level 1 (n4f_contact_source_level_1) (trigger condition): This property categorizes the primary source from which a contact originated, helping to understand the effectiveness of marketing channels.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/a...
230520446648Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) when hs_name equals sic_code_dd; hs_value is known.
Trigger evidence:
hs_name equals sic_code_dd
hs_value is known
Automation evidence:
- Key behavior: internal_notification: 1, list_branch: 2, set_property: 16.
- Branches: Basic Material: Basic Material; FMCG/CPG: FMCG/CPG; Aviation: Aviation; Energy: Energy; Research: Research; Chemical: Chemical; Industrial: Industrial; Packaging: Packaging
- Property writes: DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) is set to static value Basic materials industry. Purpose: Industry to be chosen in forms via dropdown..; DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) is set to static value FMCG/CPG. Purpose: Industry to be chosen in forms via dropdown..; DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) is set to static value Aviation. Purpose: Industry to be chosen in forms via dropdown..; DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) is set to static value Energy. Purpose: Industry to be chosen in forms via dropdown..; DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) is set to static value Research, university & foundation. Purpose: Industry to be chosen in forms via dropdown..; DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic) is set to static value Chemical. Purpose: Industry to be chosen in forms via dropdown..; DELETE 4flow-Customer Industry_based on SIC (n4flow_customer_industry_based_on_sic...
230609532312Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when Duplicate, merge with ID is known; Duplicate, merge with ID is known; hs_name equals duplicate__merge_with_id.
Trigger evidence:
Duplicate, merge with ID is known
Duplicate, merge with ID is known
hs_name equals duplicate__merge_with_id
hs_value is known
Automation evidence:
- Key behavior: connected_action: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic..
232977634613Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when Lifecycle Stage is any of Other, Subscriber, Lead; 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; Lifecycle Stage is any of Other, Subscriber, Lead.
Trigger evidence:
Lifecycle Stage is any of Other, Subscriber, Lead
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
Lifecycle Stage is any of Other, Subscriber, Lead
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
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
Automation evidence:
- Key behavior: internal_notification: 1, list_branch: 1, set_property: 2.
- Branches: MQL: MQL; SAL: SAL; default branch: default branch
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value Marketing Qualified Lead. Purpose: The qualification of companies to sales readiness throughout the buying journey.; Lifecycle Stage (lifecyclestage) is set to static value Sales Accepted Lead. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Lead stage (hs_pipeline_stage) (branch condition, step data): shows the pipeline stages of the lead pipeline. indi...
2337737959136Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when 4f_Touchpoint type is none of Event booth meeting, 4flow event, Event session, Inbound request; 4f_Touchpoint type is none of Webinar, Externally hosted Webinar; 4f_Activity status is none of No-show, Cancelled, Downloaded, Pre-scheduled meeting, Inbound, Attended, Booth discussion, Speaker. It uses 1440 as list context.
Trigger evidence:
4f_Touchpoint type is none of Event booth meeting, 4flow event, Event session, Inbound request
4f_Touchpoint type is none of Webinar, Externally hosted Webinar
4f_Activity status is none of No-show, Cancelled, Downloaded, Pre-scheduled meeting, Inbound, Attended, Booth discussion, Speaker
4f_Touchpoint type is none of Event booth meeting, 4flow event, Event session, Inbound request
4f_Touchpoint type is none of Webinar, Externally hosted Webinar
4f_Activity status is none of No-show, Cancelled, Downloaded, Pre-scheduled meeting, Inbound, Attended, Booth discussion, Speaker
Automation evidence:
- Key behavior: internal_notification: 15, list_branch: 14.
- Branches: North America: North America; Global: Global; Notify : Notify ; Don't notify: Don't notify; 4fs: 4fs; 4fc: 4fc; 4fm: 4fm; Business line unknown: Business line unknown
- Property writes: none detected
- Lists: 1440
- Custom code: none detected
- Property context: 4f_Activity status (n4f_activity_status) (branch condition, step data, trigger condition): This property works in conjunction with the property 4F_activity_type. It further explains the actual action that happened and is used to e.g. distinguish between registrations for and attendances of a webinar.; 4f_Business line (n4f_business_line) (branch condition, ...
23379038248Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when 4f_Contact Source Level 1 is any of Purchased/researched; 4f_Contact Source Level 1 is any of Purchased/researched.
Trigger evidence:
4f_Contact Source Level 1 is any of Purchased/researched
4f_Contact Source Level 1 is any of Purchased/researched
Automation evidence:
- Key behavior: set_property: 2.
- Branches: none detected
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value not returned. Purpose: The qualification of companies to sales readiness throughout the buying journey.; Lifecycle Stage (lifecyclestage) is set to static value New. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Lifecycle Stage (lifecyclestage) (property updated, step data): The qualification of companies to sales readiness throughout the buying journey; 4f_Contact Source Level 1 (n4f_contact_source_level_1) (trigger condition): This property categorizes the primary source from which a contact originated, helping to understand the effectiveness of marketing channels.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
239349784055Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Logo use approved (n4f_logo_use_approved) when hs_name equals dealstage; hs_value is any of 2528007373, 2528007372, 2528007368. It uses 12658 as list context.
Trigger evidence:
hs_name equals dealstage
hs_value is any of 2528007373, 2528007372, 2528007368
Automation evidence:
- Key behavior: connected_action: 4, internal_notification: 4, list_branch: 3, set_property: 2, static_branch: 2.
- Branches: created: created; ordered: ordered; won: won; true: marketing_approval = true; false: marketing_approval = false; default branch: default branch; marketing generated: marketing generated; not marketing generated : not marketing generated
- Property writes: 4f_Logo use approved (n4f_logo_use_approved) is set to static value Yes. Purpose: Set after deal is won by Account Manager. Gives Marketing overview over logo use approval e.g. on website etc..; 4f_Logo use approved (n4f_logo_use_approved) is set to static value Yes. Purpose: Set after deal is won by Account Manager. Gives Marketing overview over logo use approval e.g. on website etc..
- Lists: 12658
- Custom code: none detected
- Property context: Deal Stage (dealstage) (branch condition, step data): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.; Is Closed Won (hs_is_closed_won) (branch condition, step data): True if the deal is in the closed won state, false otherwise; Lead Name (hs_lead_name) (branch condition, step data): The full name of the lead.; Logo use approved (marketing_approval) (branch condition, step data): Did the customer sign our contract including approval of logo use?; 4f_Deal Source Leve...
23975989328Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when Deal Stage is any of Ordered; Deal Stage is any of Ordered; Deal Stage is any of Ordered.
Existing HubSpot description: Updates the lifecycle stage to "Opportunity" for contacts associated with deals in the "Validation" stage and whose current lifecycle stage is below "Opportunity."
Trigger evidence:
Deal Stage is any of Ordered
Deal Stage is any of Ordered
Deal Stage is any of Ordered
Automation evidence:
- Key behavior: list_branch: 1, set_property: 1.
- Branches: below customer: below customer; alreday customer: alreday customer
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value Opportunity. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Deal Stage (dealstage) (trigger condition): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.; Lifecycle Stage (lifecyclestage) (branch condition, property updated, step data): The qualification of companies to sales readiness throughout the buying journey
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic.; Workflow appears to write or copy one or more properties..
240227554926Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lead Disqualification Note (hs_lead_disqualification_note), Disqualification Reason (hs_lead_disqualification_reason), Lead stage (hs_pipeline_stage), Lifecycle Stage (lifecyclestage) when 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. It uses 2333 as list context.
Existing 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.
Trigger evidence:
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
4f_Contact quality label is none of 4f-Target Account
List 2333 is in list 2333
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
4f_company quality label is none of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
List 2333 is in list 2333
Automation evidence:
- Key behavior: internal_notification: 1, set_property: 4.
- Branches: none detected
- Property writes: Lead stage (hs_pipeline_stage) is set to static value Disqualified. Purpose: shows the pipeline stages of the lead pipeline. indicates which stage the lead is in.; Disqualification Reason (hs_lead_disqualification_reason) is set to static value No Sales Lead. Purpose: Dropdown list of reasons for disqualification.; Lead Dis...
240234106513Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_company quality label (n4f_company_quality_label) when ELEVATE - Stop criteria existing won deal is in list 11386; ELEVATE - Stop criteria existing won deal is not in list 11386. It uses ELEVATE - Stop criteria existing won deal as list context.
Existing HubSpot description: Sets company labels to "Active customer" for contacts in a specific list and "Past customer" for those not in the list.
Trigger evidence:
ELEVATE - Stop criteria existing won deal is in list 11386
ELEVATE - Stop criteria existing won deal is not in list 11386
Automation evidence:
- Key behavior: list_branch: 1, set_property: 2.
- Branches: active : active ; default branch: default branch
- Property writes: 4f_company quality label (n4f_company_quality_label) is set to static value Active customer. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations..; 4f_company quality label (n4f_company_quality_label) is set to static value Past customer. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations..
- Lists: ELEVATE - Stop criteria existing won deal
- Custom code: none detected
- Property context: 4f_company quality label (n4f_company_quality_label) (property updated, step data): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless ...
240243940669Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when hs_name equals n4f_marketing_touchpoint_count; hs_value is known; 4f_Marketing Touchpoint count is greater than 1.
Trigger evidence:
hs_name equals n4f_marketing_touchpoint_count
hs_value is known
4f_Marketing Touchpoint count is greater than 1
4f_Marketing Touchpoint count is greater than 1
Automation evidence:
- Key behavior: connected_action: 1, internal_notification: 2, list_branch: 1.
- Branches: closed : closed ; re-opened: re-opened; default branch: default branch
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Lead Type (hs_lead_type) (branch condition, step data): The type of lead. By default, categorize your lead as either a New Business, Existing Business, or Re-attempting.; Lead stage (hs_pipeline_stage) (branch condition, step data): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in; 4f_Marketing Touchpoint count (n4f_marketing_touchpoint_count) (trigger condition): counts number of associated marketing touchpoints to give insights into multi-touch leads
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic..
242267260595Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals hs_is_closed_won; hs_value equals true; hs_name equals hs_is_closed_lost. Custom code evidence: action 3: reads workflow inputs/properties: closedate; performs: updates records or resources, writes properties: n4f_deal_cutoff_date_new; touches HubSpot objects/APIs: deals; transforms data: calculates or formats dates, converts values to numbers, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_deal_cutoff_date_new; returns workflow outputs: deal_cutoff_date, n4f_deal_cutoff_date_new, outputFields; failure handling: checks missing values, logs errors; 2 explicit code condition(s) detected. Reads: Close Date (closedate). Writes: 4f_deal_cutoff_date_new (n4f_deal_cutoff_date_new). Objects/APIs: deals.; action 15: reads workflow inputs/properties: closedate; performs: updates records or resources, writes properties: n4f_deal_cutoff_date_new; touches HubSpot objects/APIs: deals; transforms data: calculates or formats dates, converts values to numbers, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_deal_cutoff_date_new; returns workflow outputs: deal_cutoff_date, n4f_deal_cutoff_date_new, outputFields; failure handling: checks missing values, logs errors; 2 explicit code condition(s) detected. Reads: Close Date (closedate). Writes: 4f_deal_cutoff_date_new (n4f_deal_cutoff_date_new). Objects/APIs: deals.; action 5: reads workflow inputs/properties: business_line, closedate, hs_is_closed_won, n4f_associated_company_id, n4f_expected_project_end_date; performs: creates records or resources, creates, removes, or checks associat...
24243857735Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_associated company ID (n4f_associated_company_id) when 4f_associated company ID is unknown; Name is known; 4f_associated company ID is unknown.
Existing HubSpot description: Sets a company ID property on objects linked to companies with a known name but missing this company ID property.
Trigger evidence:
4f_associated company ID is unknown
Name is known
4f_associated company ID is unknown
Name is known
Name is known
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_associated company ID (n4f_associated_company_id) is set to returned value object with keys: propertyToken, type. Purpose: stores the ID of the associated Company.
- Lists: none detected
- Custom code: none detected
- Property context: 4f_associated company ID (n4f_associated_company_id) (property updated, step data, trigger condition): stores the ID of the associated Company; Name (name) (trigger condition): Product name
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
242646243732Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Special interest_Backup (n4f_special_interest_backup), 4f_Special interest_person_alert (n4f_special_interest_person_alert) when hs_name equals n4f_special_interest; hs_value is known. Custom code evidence: action 2: performs: updates records or resources; touches HubSpot objects/APIs: contacts; CRM operations: read by ID: contacts; update: contacts; transforms data: calculates or formats dates, combines multiple values, filters collections, replaces or cleans text patterns, splits a value into parts; returns workflow outputs: outputFields, overwrite_detected; failure handling: checks missing values, has catch block, logs errors; 4 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: contacts.
Existing HubSpot description: Detects changes removing values from a contact’s special interest property, backs up the original values, alerts the responsible user, and sends a notification if an overwrite occurs.
Trigger evidence:
hs_name equals n4f_special_interest
hs_value is known
Automation evidence:
- Key behavior: connected_action: 1, custom_code: 1, internal_notification: 1, list_branch: 2, set_property: 3.
- Branches: backup unknown: backup unknown; backup known: backup known; alert : alert ; no alert: no alert
- Property writes: 4f_Special interest_Backup (n4f_special_interest_backup) is set to returned value object with keys: appendPropertyName, type. Purpose: Note: Please only APPEND users This field is used to give users quick access to contacts they would like to monitor/follow..; 4f_Special interest_person_alert (n4f_special_interest_person_alert) is set to static value not returne...
244610684215Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when hs_name equals n4f_strategic_contact_user; hs_value is known.
Trigger evidence:
hs_name equals n4f_strategic_contact_user
hs_value is known
Automation evidence:
- Key behavior: internal_notification: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic..
245014956311Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Outreach_allowance (n4f_outreach_allowance) when ELEVATE - Stop criteria - all blocked is in list 13995; ELEVATE - Stop criteria - all blocked is not in list 13995. It uses ELEVATE - Stop criteria - Lead creation, ELEVATE - Stop criteria - all blocked as list context.
Existing HubSpot description: Updates the outreach allowance status to "Contact after alignment only" for contacts based on whether they are part of our stop list or not
Trigger evidence:
ELEVATE - Stop criteria - all blocked is in list 13995
ELEVATE - Stop criteria - all blocked is not in list 13995
Automation evidence:
- Key behavior: list_branch: 1, set_property: 2.
- Branches: stop: stop; no stop: no stop
- Property writes: 4f_Outreach_allowance (n4f_outreach_allowance) is set to static value Contact after alignment only. Purpose: Used to define if SDR can freely reach out to contacts or if there is already interaction going on..; 4f_Outreach_allowance (n4f_outreach_allowance) is set to static value Contact after alignment only. Purpose: Used to define if SDR can freely reach out to contacts or if there is already interaction going on..
- Lists: ELEVATE - Stop criteria - Lead creation, ELEVATE - Stop criteria - all blocked
- Custom code: none detected
- Property context: 4f_Outreach_allowance (n4f_outreach_allowance) (property updated, step data): Used to define if SDR can freely reach out to contacts or if there is already interaction going on.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code ...
24501495916Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Outreach_allowance (n4f_outreach_allowance) when ELEVATE - Stop criteria - all blocked is not in list 13995; ELEVATE - Stop criteria - all blocked is not in list 13995. It uses ELEVATE - Stop criteria - all blocked as list context.
Existing HubSpot description: Sets a contact’s outreach status to "Free to contact" when a new contact record is created, excluding those already in our stop-list
Trigger evidence:
ELEVATE - Stop criteria - all blocked is not in list 13995
ELEVATE - Stop criteria - all blocked is not in list 13995
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_Outreach_allowance (n4f_outreach_allowance) is set to static value Free to contact. Purpose: Used to define if SDR can freely reach out to contacts or if there is already interaction going on..
- Lists: ELEVATE - Stop criteria - all blocked
- Custom code: none detected
- Property context: 4f_Outreach_allowance (n4f_outreach_allowance) (property updated, step data): Used to define if SDR can freely reach out to contacts or if there is already interaction going on.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
245304238813Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Region-Country (n4f_region_country) when Latest Traffic Source Drill-Down 1 contains 4fs_usa_network-design_ebook_documentad_q32025, 4fm_usa_tariff-guide_leads_q3-2025, 397051384, 397327714, 4fs_usa, 4fm_usa, 4fc_usa, 4fc_na, 385657204, 369660934, 393769904, 362817484, 369142004, 372505894, 372742154, 376184124, 371439833; Latest Traffic Source Drill-Down 2 contains 4fs_usa_network-design_ebook_documentad_q32025, 4fm_usa_tariff-guide_leads_q3-2025, 397327714, 397051384, 4fs_usa, 4fm_usa, 4fc_usa, 4fc_na, 385657204, 369660934, 393769904, 362817484, 369142004, 372505894, 372742154, 376184124, 371439833; Latest Traffic Source Drill-Down 1 contains 4fs_usa_network-design_ebook_documentad_q32025, 4fm_usa_tariff-guide_leads_q3-2025, 397051384, 397327714, 4fs_usa, 4fm_usa, 4fc_usa, 4fc_na, 385657204, 369660934, 393769904, 362817484, 369142004, 372505894, 372742154, 376184124, 371439833.
Trigger evidence:
Latest Traffic Source Drill-Down 1 contains 4fs_usa_network-design_ebook_documentad_q32025, 4fm_usa_tariff-guide_leads_q3-2025, 397051384, 397327714, 4fs_usa, 4fm_usa, 4fc_usa, 4fc_na, 385657204, 369660934, 393769904, 362817484, 369142004, 372505894, 372742154, 376184124, 371439833
Latest Traffic Source Drill-Down 2 contains 4fs_usa_network-design_ebook_documentad_q32025, 4fm_usa_tariff-guide_leads_q3-2025, 397327714, 397051384, 4fs_usa, 4fm_usa, 4fc_usa, 4fc_na, 385657204, 369660934, 393769904, 362817484, 369142004, 372505894, 372742154, 376184124, 371439833
Latest Traffic Source Drill-Down 1 contains 4fs_usa_network-design_ebook_documentad_q32025, 4fm_usa_tariff-guide_leads_q3-2025, 397051384, 397327714, 4fs_usa, 4fm_usa, 4fc_usa, 4fc...
245736774336Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when 4f_Lead Source Level 1 is any of 4flow event, Webinar, Content download, Externally hosted Webinar, Marketing assessment; 4f_Lead Source Level 1 is any of 4flow event, Webinar, Content download, Externally hosted Webinar, Marketing assessment.
Trigger evidence:
4f_Lead Source Level 1 is any of 4flow event, Webinar, Content download, Externally hosted Webinar, Marketing assessment
4f_Lead Source Level 1 is any of 4flow event, Webinar, Content download, Externally hosted Webinar, Marketing assessment
Automation evidence:
- Key behavior: connected_action: 1, internal_notification: 4, list_branch: 1, static_branch: 1, wait_for_event: 1.
- Branches: owner known: owner known; owner unknown: owner unknown; true: hs_event_criteria_met = true; Event criteria not met: Event criteria not met
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Owner (hubspot_owner_id) (branch condition, step data): The owner of the object.; 4f_Lead Source Level 1 (n4f_lead_source_level_1) (trigger condition): used for attribution of marketing leads, synchronized with touchpoint types (and deal sources)
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic..
248742526552Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Joblevel (pd_joblevel) when hs_name equals hs_merged_object_ids; hs_value is known; List 12857 is in list 12857. It uses 12857, 12865, 12870, 12962, 12963, 12976 as list context.
Trigger evidence:
hs_name equals hs_merged_object_ids
hs_value is known
List 12857 is in list 12857
List 12865 is in list 12865
List 12870 is in list 12870
List 12962 is in list 12962
List 12963 is in list 12963
List 12976 is in list 12976
List 12857 is not in list 12857
List 12865 is not in list 12865
Automation evidence:
- Key behavior: connected_action: 1, internal_notification: 1, list_branch: 1, set_property: 7.
- Branches: low: low; premium: premium; upper medium: upper medium; high: high; entry level: entry level; medium: medium; default branch: default branch
- Property writes: 4f_Joblevel (pd_joblevel) is set to static value entry level. Purpose: Used for quality rating. Defines job level based on job title..; 4f_Joblevel (pd_joblevel) is set to static value medium. Purpose: Used for quality rating. Defines job level based on job title..; 4f_Joblevel (pd_joblevel) is set to static value low. Purpose: Used for quality rating. Defines job level based on job title..; 4f_Joblevel (pd_joblevel) is set to static value premium. Purpose: Used for quality rating. Defines job level based on job title..; 4f_Joblevel (pd_joblevel) is set to static value upper medium. Purpose: Used for quality rating. Defines job level based on job title..; 4f_Joblevel (pd_joblevel) is set to static value high. Purpose: Used for quality rating. Defines job level based on job title..; 4f_Joblevel (pd_joblevel) is set to static value not returned. Purpose: Used for quality ra...
254487780537Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals hs_merged_object_ids; hs_value is known; ELEVATE - Stop criteria existing won deal is in list 11386. It uses ELEVATE - Stop criteria existing won deal, ELEVATE_Past customers as list context. Custom code evidence: action 4: reads workflow inputs/properties: hs_object_id, n4f_company_quality_label; performs: updates records or resources, writes properties: n4f_company_quality_label; touches HubSpot objects/APIs: companies; transforms data: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_company_quality_label; returns workflow outputs: n4f_company_quality_label, outputFields, updated_n4f_company_quality_label; failure handling: checks missing values, logs errors; 2 explicit code condition(s) detected. Reads: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label). Writes: 4f_company quality label (n4f_company_quality_label). Objects/APIs: companies.; action 10: reads workflow inputs/properties: hs_object_id, n4f_company_quality_label; performs: updates records or resources, writes properties: n4f_company_quality_label; touches HubSpot objects/APIs: companies; transforms data: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_company_quality_label; returns workflow outputs: n4f_company_quality_label, outputFields, updated_n4f_company_quality_label; failure handling: ch...
25702136009Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals hubspot_owner_id; hs_value is known. Custom code evidence: action 1: performs: updates records or resources; touches HubSpot objects/APIs: objects; CRM operations: read by ID: objects; update: objects; transforms data: serializes data as JSON; returns workflow outputs: outputFields, skipped_due_to_exclusion, updated_by_user_id; failure handling: checks missing values, has catch block, logs errors; 3 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: objects.
Existing HubSpot description: Updates a custom lead property with the user ID of the person who last updated the lead when the "Lead Owner" property value changes.
Trigger evidence:
hs_name equals hubspot_owner_id
hs_value is known
Automation evidence:
- Key behavior: custom_code: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: action 1: performs: updates records or resources; touches HubSpot objects/APIs: objects; CRM operations: read by ID: objects; update: objects; transforms data: serializes data as JSON; returns workflow outputs: outputFields, skipped_due_to_exclusion, updated_by_user_id; failure handling: checks missing values, has catch block, logs errors; 3 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: objects.
- Property context: Updated by user ID (hs_updated_by_user_id): The user who last updated this record. This value is set automatically by HubSpot.; 4f_Lead interest (n4f_lead__interest): collects all 4Flowers who e.g. were former owners or assigned other owners - for t...
2572098748143Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_company quality label (n4f_company_quality_label) when List 13315 is in list 13315; List 13316 is in list 13316; List 13329 is in list 13329. It uses 13315, 13316, 13329, 13461 as list context. Custom code evidence: action 13: reads workflow inputs/properties: hs_object_id, n4f_company_quality_label; performs: updates records or resources, writes properties: n4f_company_quality_label; touches HubSpot objects/APIs: companies; transforms data: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_company_quality_label; returns workflow outputs: labels, n4f_company_quality_label, outputFields, updated_n4f_company_quality_label; failure handling: checks missing values, logs errors; 2 explicit code condition(s) detected. Reads: Record ID (hs_object_id), 4f_company quality label (n4f_company_quality_label). Writes: 4f_company quality label (n4f_company_quality_label). Objects/APIs: companies.; action 15: reads workflow inputs/properties: hs_object_id, n4f_company_quality_label; performs: updates records or resources, writes properties: n4f_company_quality_label; touches HubSpot objects/APIs: companies; transforms data: combines multiple values, filters collections, maps collections into derived values, removes surrounding whitespace, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_company_quality_label; returns workflow outputs: labels, n4f_company_quality_label, outputFields, updated_n4f_company_quality_label; failure handling: checks missing values, logs er...
2582619385147Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Contact quality label (n4f_contact_quality_label) when 4f_disqualify request is known; 4f_Custom DOI is any of Nein; 4f_Webinar is any of Nein.
Existing HubSpot description: Set Contacts as Non Marketing contact when eg: Competitor Lifecycle Stage: Other Email bounced Person label is Fake etc.
Trigger evidence:
4f_disqualify request is known
4f_Custom DOI is any of Nein
4f_Webinar is any of Nein
Email hard bounce reason is known
4f_Contact quality label is any of Left company, new contact available, Email bounced, Left company, no new contact, Contact no longer valid, no relevant role
4f_Contact quality label is any of Contact no longer valid
4f_Contact quality label is any of no relevant role
4f_Contact quality label is any of Email bounced
4f_Contact quality label is any of Left company, no new contact
4f_Contact quality label is any of Left company, new contact available
Automation evidence:
- Key behavior: connected_action: 5, internal_notification: 1, list_branch: 2, set_property: 3.
- Branches: No longer valid: No longer valid; Email hard bounce: Email hard bounce; Unsubscribed: Unsubscribed; Direct disqualify: Direct disqualify; Email quarantined: Email quarantined; update is unknown: update is unknown
- Property writes: 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.; 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.; 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.
- Lists: none detected
- Custom code: none...
25964822909Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals num_associated_contacts; hs_value is known. Custom code evidence: action 1: reads workflow inputs/properties: closedate, createdate, hs_object_id, n4f_date_of_conversion; performs: batch processes records, creates records or resources, creates, removes, or checks associations; touches HubSpot objects/APIs: 2-133310485, contacts, deals; CRM operations: associate: 2-133310485, contacts, deals; transforms data: calculates or formats dates, combines multiple values, maps collections into derived values, splits a value into parts; calls external hosts: api.hubapi.com; failure handling: checks missing values, has catch block, logs errors, throws errors; 3 explicit code condition(s) detected. Reads: Close Date (closedate), Create date (createdate), Record ID (hs_object_id), 4f_Date of conversion (n4f_date_of_conversion). Writes: none detected. Objects/APIs: 2-133310485, contacts, deals. Associations: association logic referenced in custom code, association type ID 68.
Trigger evidence:
hs_name equals num_associated_contacts
hs_value is known
Automation evidence:
- Key behavior: custom_code: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: action 1: reads workflow inputs/properties: closedate, createdate, hs_object_id, n4f_date_of_conversion; performs: batch processes records, creates records or resources, creates, removes, or checks associations; touches HubSpot objects/APIs: 2-133310485, contacts, deals; CRM operations: associate: 2-133310485, contacts, deals; transforms data: calculates or formats dates, combines multiple values, maps co...
259742026310Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_initial_lead creation_time (n4f_initial_lead_creation_time) when 4f_initial_lead creation_time is unknown; 4f_initial_lead creation_time is unknown.
Existing HubSpot description: Delays 4 minutes, then sets a property to the record's creation date/time when a new record is created without that property set.
Trigger evidence:
4f_initial_lead creation_time is unknown
4f_initial_lead creation_time is unknown
Automation evidence:
- Key behavior: connected_action: 1, set_property: 1.
- Branches: none detected
- Property writes: 4f_initial_lead creation_time (n4f_initial_lead_creation_time) is set to value from property hs_createdate. Purpose: legacy date property indicating the date a lead was created (part of 2025 transfer to HubSpot) meanwhile in line with the create date.
- Lists: none detected
- 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.; 4f_initial_lead creation_time (n4f_initial_lead_creation_time) (property updated, step data, trigger condition): legacy date property indicating the date a lead was created (part of 2025 transfer to HubSpot) meanwhile in line with the create date
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more pro...
260555797014Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Target Account (hs_is_target_account) when 4f_company quality label is any of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account; 4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; 4f_company quality label is any of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account.
Trigger evidence:
4f_company quality label is any of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_company quality label is any of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
hs_name equals n4f_company_quality_label
hs_value is any of 4fc-Target account, 4fs-Target account, 4fc-SAP-Target account, 4fm-Target account
Automation evidence:
- Key behavior: list_branch: 1, set_property: 2.
- Branches: is target: is target; default branch: default branch
- Property writes: Target Account (hs_is_target_account) is set to static value True. Purpose: Identifies whether this company is being marketed and sold to as part of your account-based strategy..; Target Account (hs_is_target_account) is set to static value not returned. Purpose: Identifies whether this company is being marketed and sold to as part of your account-based strategy..
- Lists: none d...
26055579765Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_company quality label (n4f_company_quality_label) when 4m target account status is known; 4m target account status is known; hs_name equals n4m_target_account_status_dd.
Trigger evidence:
4m target account status is known
4m target account status is known
hs_name equals n4m_target_account_status_dd
hs_value is known
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_company quality label (n4f_company_quality_label) is set to returned value object with keys: staticAppendValue, type. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations..
- Lists: none detected
- Custom code: none detected
- Property context: 4f_company quality label (n4f_company_quality_label) (property updated, step data): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.; 4m target account status (n4m_target_account_status_dd) (trigger condition): Specific target account label for business line 4Flow Management used to track penetration of this target account.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
261501051713Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage) when Disqualification Reason is any of Global Competitor, No Sales Lead, Research / University, NOT_A_GOOD_FIT, 4fs-Competitor, 4fc-SAP-Competitor, 4fm-Competitor, 4fc-Competitor; Disqualification Reason is any of Global Competitor, No Sales Lead, Research / University, NOT_A_GOOD_FIT, 4fs-Competitor, 4fc-SAP-Competitor, 4fm-Competitor, 4fc-Competitor.
Trigger evidence:
Disqualification Reason is any of Global Competitor, No Sales Lead, Research / University, NOT_A_GOOD_FIT, 4fs-Competitor, 4fc-SAP-Competitor, 4fm-Competitor, 4fc-Competitor
Disqualification Reason is any of Global Competitor, No Sales Lead, Research / University, NOT_A_GOOD_FIT, 4fs-Competitor, 4fc-SAP-Competitor, 4fm-Competitor, 4fc-Competitor
Automation evidence:
- Key behavior: internal_notification: 1, list_branch: 1, set_property: 2.
- Branches: MQL : MQL
- Property writes: Lifecycle Stage (lifecyclestage) is set to static value not returned. Purpose: The qualification of companies to sales readiness throughout the buying journey.; Lifecycle Stage (lifecyclestage) is set to static value Other. Purpose: The qualification of companies to sales readiness throughout the buying journey.
- Lists: none detected
- Custom code: none detected
- Property context: Disqualification Reason (hs_lead_disqualification_reason) (trigger condition): Dropdown list of reasons for disqualification; Lifecycle Stage (lifecyclestage) (branch condition, property updated, step data): The qualification of companies to sales readiness throughout the buying journey
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio...
2622916842110Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_deal owner_helpfield (n4f_deal_owner_helpfield) when hs_name equals n4f_touchpointcounter_rollup; hs_value is greater than or equal to 1; Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId. Custom code evidence: action 11: reads workflow inputs/properties: coreApi; performs: batch processes records, creates, removes, or checks associations, searches records, updates records or resources; touches HubSpot objects/APIs: associations, contacts, deals, owners, properties; CRM operations: associate: associations, contacts, deals, owners, properties; batch: associations, contacts, deals, owners, properties; search: associations, contacts, deals, owners, properties; update: associations, contacts, deals, owners, properties; search/filter logic: search/filter operator: EQ; search/filter operator: IN; search/filter property: associations.contact; transforms data: combines multiple values, converts values to numbers, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, serializes data as JSON; returns workflow outputs: accessToken, check, outputFields; failure handling: checks missing values, has catch block, logs errors; 12 explicit code condition(s) detected. Reads: coreApi. Writes: none detected. Objects/APIs: associations, contacts, deals, owners, properties. Associations: association logic referenced in custom code.; action 35: reads workflow inputs/properties: coreApi; performs: batch processes records, creates, removes, or checks associations, searches records, updates records or resources; touches HubSpot objects/API...
264203798346Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when 4f_Touchpoint conversion source_clean name is any of Paid Social; Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; 4f_Touchpoint conversion source_clean name is any of Paid Social. Custom code evidence: action 1: performs: creates, removes, or checks associations, searches records, updates records or resources; touches HubSpot objects/APIs: contacts, objects; CRM operations: associate: contacts, objects; read by ID: contacts, objects; search: contacts, objects; update: contacts, objects; search/filter logic: search/filter operator: EQ; transforms data: calculates or formats dates, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns; returns workflow outputs: code_version, hsa_acc, hsa_grp, reason, source_hsa_acc, source_hsa_grp, source_utm_campaign, touchpointId, updated, url_samples, utm_campaign; failure handling: checks missing values, has catch block, logs errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: contacts, objects. Associations: association logic referenced in custom code.
Trigger evidence:
4f_Touchpoint conversion source_clean name is any of Paid Social
Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_Touchpoint conversion source_clean name is any of Paid Social
Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Automation evidence:
- Key behavior: connected_action: 1, custom_code: 1, internal_notificati...
264282029424Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Touchpoint conversion source 1_clean name (n4f_touchpoint_conversion_source_1_clean_name__cloned_) when 4f_Touchpoint conversion source_clean name is any of Paid Search; Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; 4f_Touchpoint conversion source_clean name is any of Paid Search. Custom code evidence: action 1: performs: creates, removes, or checks associations, searches records, updates records or resources; touches HubSpot objects/APIs: contacts, objects; CRM operations: associate: contacts, objects; search: contacts, objects; update: contacts, objects; search/filter logic: search/filter operator: EQ; transforms data: removes surrounding whitespace, serializes data as JSON; returns workflow outputs: hsa_acc, hsa_cam, hsa_grp, reason, touchpointId, updated, url_sample; failure handling: checks missing values, has catch block, logs errors, mentions retry or rate-limit handling, throws errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: contacts, objects. Associations: association logic referenced in custom code.
Trigger evidence:
4f_Touchpoint conversion source_clean name is any of Paid Search
Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_Touchpoint conversion source_clean name is any of Paid Search
Object create date/time is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Automation evidence:
- Key behavior: connected_action: 1, custom_code: 1, internal_notification: 1, list_branch: 1, set_property: 1.
- Bran...
264352172837Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Deal status (n4f_deal_status_dd) when Deal Stage is any of Closed Lost; Deal Stage is any of Closed Won; Deal Stage is any of Discovery, Validation, Proposal sent, Proposal in preparation. It uses ELEVATE_Deal status_closed won, ELEVATE_Deal status_closed lost, ELEVATE_Deal status_ordered, ELEVATE_Deal status_open - early stage, ELEVATE_Deal status_open later stage as list context.
Existing HubSpot description: Updates the deal status property based on which list the deal belongs to: won, lost, ordered, or open.
Trigger evidence:
Deal Stage is any of Closed Lost
Deal Stage is any of Closed Won
Deal Stage is any of Discovery, Validation, Proposal sent, Proposal in preparation
Deal Stage is any of Ordered
Deal Stage is any of Closed Lost
Deal Stage is any of Closed Won
Deal Stage is any of Discovery, Validation, Proposal sent, Proposal in preparation
Deal Stage is any of Ordered
hs_name equals dealstage
hs_value is any of 2528007372
Automation evidence:
- Key behavior: connected_action: 1, list_branch: 1, set_property: 5.
- Branches: Closed won: Closed won; Closed lost: Closed lost; ordered: ordered; open - later stage: open - later stage; open - early stage : open - early stage
- Property writes: 4f_Deal status (n4f_deal_status_dd) is set to static value won. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost).; 4f_Deal status (n4f_deal_status_dd) is set to static value lost. Purpose: Aggregator clustering deal in open (early stage, later stage, closed won/lost).; 4f_Deal status (n4f_deal_status_dd) is set to static value ordered. Purpose: Aggregator clustering deal in open (early stage, late...
2674959597107Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when Email is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; Updated by user ID is none of Laura Jessen; Create date is before. It uses 18995 as list context.
Existing HubSpot description: Sends internal email notifications when specific contact properties related to source, status, or email issues are updated.
Trigger evidence:
Email is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Updated by user ID is none of Laura Jessen
Create date is before
4f_Contact update is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Updated by user ID is none of Laura Jessen
4f_Contact quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Updated by user ID is none of Laura Jessen
Marketing contact until next update is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_Contact update is known
Email is after
Automation evidence:
- Key behavior: internal_notification: 8, list_branch: 3.
- Branches: is memeber of bounced email was updated: is memeber of bounced email was updated; default branch: default branch; email updated: email updated; Person label: Person label; duplicate: duplicate; Quality label: Quality label; Company removed: Company removed; Marketing contact status changed: Marketing contact status changed
- Property writes: none detected
- Lists: 18995
- Custom code: none detected
- Property context: Primary Associated Company ID (associatedcompanyid) (branch condition, step data, trigger condition): HubSpot defined ID of a contact's p...
270338376265Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Conversion source (n4f_conversion_source) when 4f_Conversion source is unknown; 4f_Conversion source is unknown. It uses 17289, 17318 as list context. Custom code evidence: action 1: performs: batch processes records, creates, removes, or checks associations, updates records or resources; touches HubSpot objects/APIs: associations, contacts, objects; CRM operations: associate: associations, contacts, objects; batch: associations, contacts, objects; read by ID: associations, contacts, objects; update: associations, contacts, objects; transforms data: combines multiple values, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, serializes data as JSON, splits a value into parts; failure handling: checks missing values, has catch block, logs errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: associations, contacts, objects. Associations: association logic referenced in custom code.; action 3: performs: batch processes records, creates, removes, or checks associations, updates records or resources; touches HubSpot objects/APIs: associations, objects; CRM operations: associate: associations, objects; batch: associations, objects; read by ID: associations, objects; update: associations, objects; transforms data: combines multiple values, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, serializes data as JSON, splits a value into parts; failure handling: checks missing values,...
271027735893Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Off list tracker (n4f_off_list_tracker) when List 13559 is in list 13559; List 13619 is in list 13619; List 13543 is in list 13543. It uses ELEVATE- Leadscoring_Off_Region APAC, ELEVATE - Leadscoring_Off_Region Africa, ELEVATE - Companies_Off_Region Africa, ELEVATE- Companies_Off_Region APAC, 13315, 13316, 13329, 13461 as list context.
Trigger evidence:
List 13559 is in list 13559
List 13619 is in list 13619
List 13543 is in list 13543
List 13517 is in list 13517
ELEVATE- Leadscoring_Off_Region APAC is in list 11478
ELEVATE - Leadscoring_Off_Region Africa is in list 11567
List 1593 is in list 1593
List 2332 is in list 2332
ELEVATE_Off-Tracker_Industries is in list 14473
ELEVATE_Off-Tracker_Job-roles is in list 14470
Automation evidence:
- Key behavior: connected_action: 1, list_branch: 11, set_property: 12.
- Branches: 4fc-competitor: 4fc-competitor; default branch: default branch; 4fc-SAP-competitor: 4fc-SAP-competitor; default branch: default branch; 4fm-competitor: 4fm-competitor; default branch: default branch; 4fs-competitor: 4fs-competitor; default branch: default branch
- Property writes: 4f_Off list tracker (n4f_off_list_tracker) is set to returned value object with keys: staticAppendValue, type.; 4f_Off list tracker (n4f_off_list_tracker) is set to returned value object with keys: staticAppendValue, type.; 4f_Off list tracker (n4f_off_list_tracker) is set to returned value object with keys: staticAppendValue, type.; 4f_Off list tracker (n4f_off_list_tracker) is set to returned value object with keys: staticAppendValue, type.; 4f_Off list tracker (n4f_off_list_tracker) is set to returned value object with keys: staticApp...
2715779319104Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_company quality label (n4f_company_quality_label) when List 1621 is in list 1621; List 13595 is in list 13595; List 13987 is in list 13987. It uses 13595, 13987, 1621, 18475, 19464 as list context.
Existing HubSpot description: Updates the company quality label by appending competitor tags based on list membership from three specific competitor lists.
Trigger evidence:
List 1621 is in list 1621
List 13595 is in list 13595
List 13987 is in list 13987
List 18475 is in list 18475
List 19464 is in list 19464
List 1621 is not in list 1621
List 13595 is not in list 13595
List 13987 is not in list 13987
List 18475 is not in list 18475
List 19464 is not in list 19464
Automation evidence:
- Key behavior: connected_action: 1, list_branch: 5, set_property: 10.
- Branches: 4fs target: 4fs target; default branch: default branch; 4fm target: 4fm target; default branch: default branch; 4fc SAP target: 4fc SAP target; default branch: default branch; NA target: NA target; default branch: default branch
- Property writes: 4f_company quality label (n4f_company_quality_label) is set to returned value object with keys: staticAppendValue, type. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations..; 4f_company quality label (n4f_company_quality_label) is set to returned value object with keys: staticAppendValue, type. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations..; 4f_company quality label (n4f_company_quality_label) is set to returned value object with keys: staticAppendValue, type. Purpose: Labels customers, competitors, and target accounts ...
2723823838144Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Off list tracker (n4f_off_list_tracker) when hs_name equals hs_merged_object_ids; hs_value is known; List 1593 is not in list 1593. It uses ELEVATE- Leadscoring_Off_Region APAC, ELEVATE - Leadscoring_Off_Region Africa, 13517, 13543, 13559, 13619, ELEVATE_Off-Tracker_Job-roles, ELEVATE_Off-Tracker_Industries as list context.
Trigger evidence:
hs_name equals hs_merged_object_ids
hs_value is known
List 1593 is not in list 1593
List 2332 is not in list 2332
ELEVATE- Leadscoring_Off_Region APAC is not in list 11478
ELEVATE - Leadscoring_Off_Region Africa is not in list 11567
List 13517 is not in list 13517
List 13543 is not in list 13543
List 13559 is not in list 13559
List 13619 is not in list 13619
Automation evidence:
- Key behavior: list_branch: 12, set_property: 12.
- Branches: 4fc comp: 4fc comp; default branch: default branch; 4fc SAP comp: 4fc SAP comp; default branch: default branch; 4fm comp: 4fm comp; default branch: default branch; 4fs comp: 4fs comp; default branch: default branch
- Property writes: 4f_Off list tracker (n4f_off_list_tracker) is set to static value 4fs-Competitor.; 4f_Off list tracker (n4f_off_list_tracker) is set to static value 4fm-Competitor.; 4f_Off list tracker (n4f_off_list_tracker) is set to static value 4fc-SAP-Competitor.; 4f_Off list tracker (n4f_off_list_tracker) is set to static value 4fc-Competitor.; 4f_Off list tracker (n4f_off_list_tracker) is set to static value Region APAC.; 4f_Off list tracker (n4f_off_list_tracker) is set to static value Region Africa.; 4f_Off list tracker (n4f_off_list_tracker) is set to static value 4flowers.; 4f_Off list tracker (n4f_off_list_tracker) is set to stati...
27345973148Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Disqualification Reason (hs_lead_disqualification_reason), Lead stage (hs_pipeline_stage) when Last Activity Date is before; Next Activity Date is unknown; Last Activity Date is before.
Trigger evidence:
Last Activity Date is before
Next Activity Date is unknown
Last Activity Date is before
Next Activity Date is unknown
Automation evidence:
- Key behavior: internal_notification: 1, set_property: 2, static_branch: 1, wait_for_event: 1.
- Branches: true: hs_event_criteria_met = true; Event criteria not met: Event criteria not met
- Property writes: Disqualification Reason (hs_lead_disqualification_reason) is set to static value No activity by assigned owner. Purpose: Dropdown list of reasons for disqualification.; Lead stage (hs_pipeline_stage) is set to static value Disqualified. Purpose: shows the pipeline stages of the lead pipeline. indicates which stage the lead is in.
- Lists: none detected
- Custom code: none detected
- Property context: Last Activity Date (hs_last_activity_date) (trigger condition): 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.; Disqualification Reason (hs_lead_disqualification_reason) (property updated, step data): Dropdown list of reasons for disqualification; Next Activity Date (hs_next_activity_date) (trigger condition): The date of the next 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) (property updated, step data): shows the pipeline stages of the lead pipeline. indicates whic...
274451476174Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Contact quality label (n4f_contact_quality_label) when hs_name equals hs_merged_object_ids; hs_value is known; List 17195 is in list 17195. It uses 17195 as list context.
Trigger evidence:
hs_name equals hs_merged_object_ids
hs_value is known
List 17195 is in list 17195
List 17195 is not in list 17195
Automation evidence:
- Key behavior: connected_action: 1, list_branch: 1, set_property: 2.
- Branches: Company is target: Company is target; default branch: default branch
- Property writes: 4f_Contact quality label (n4f_contact_quality_label) is set to returned value object with keys: staticAppendValue, type.; 4f_Contact quality label (n4f_contact_quality_label) is set to static value 4f-Target Account.
- Lists: 17195
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic.; Workflow appears to write or copy one or more properties..
274895178225Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when 4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; Company Domain Name is known; Company Domain Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId.
Existing HubSpot description: Sends internal emails when a company's quality label is updated or its domain starts with "www," targeting specific competitor and target account labels.
Trigger evidence:
4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Company Domain Name is known
Company Domain Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_company quality label is known
4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Company Domain Name is known
Company Domain Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
4f_company quality label is known
4f_company quality label is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Company Domain Name is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Automation evidence:
- Key behavior: internal_notification: 2, list_branch: 1.
- Branches: Quality label updated: Quality label updated; Domain starts with www: Domain starts with www; competitor & target: competitor & target; competitor or target: competitor or target
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Company Domain Name (domain) (br...
277735652745Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when Planned start date is before; Deal Stage is none of Closed Won, Ordered, Closed Lost, Discovery; Planned start date is before. Custom code evidence: action 4: performs: updates records or resources; touches HubSpot objects/APIs: deals; CRM operations: read by ID: deals; update: deals; transforms data: calculates or formats dates, converts values to numbers, removes surrounding whitespace, serializes data as JSON; returns workflow outputs: accessToken, outputFields; failure handling: checks missing values, has catch block, logs errors; 6 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: deals.; action 5: performs: updates records or resources; touches HubSpot objects/APIs: deals; CRM operations: read by ID: deals; update: deals; transforms data: calculates or formats dates, converts values to numbers, removes surrounding whitespace, serializes data as JSON; returns workflow outputs: accessToken, outputFields; failure handling: checks missing values, has catch block, logs errors; 6 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: deals.; action 6: performs: updates records or resources; touches HubSpot objects/APIs: deals; CRM operations: read by ID: deals; update: deals; transforms data: calculates or formats dates, converts values to numbers, removes surrounding whitespace, serializes data as JSON; returns workflow outputs: accessToken, outputFields; failure handling: checks missing values, has catch block, logs errors; 6 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objec...
28050198666Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_if lost count as lost (n4f_if_lost_count_as_lost) when Deal Stage has ever been any of Ordered, Proposal sent; Deal Stage has ever been any of Ordered, Proposal sent.
Existing HubSpot description: Sets a property to "Yes" for deals that have ever been in the "Ordered" or "Proposal sent" stages.
Trigger evidence:
Deal Stage has ever been any of Ordered, Proposal sent
Deal Stage has ever been any of Ordered, Proposal sent
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_if lost count as lost (n4f_if_lost_count_as_lost) is set to static value Yes. Purpose: Property which is mainly used for controlling. Value is set as soon as a deal enters proposal in preparation stage. Relevant for reports..
- Lists: none detected
- Custom code: none detected
- Property context: Deal Stage (dealstage) (trigger condition): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.; 4f_if lost count as lost (n4f_if_lost_count_as_lost) (property updated, step data): Property which is mainly used for controlling. Value is set as soon as a deal enters proposal in preparation stage. Relevant for reports.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
283300883345Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when 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.
Trigger evidence:
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
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
Automation evidence:
- Key behavior: internal_notification: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Last Activity Date (hs_last_activity_date) (trigger condition): 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) (trigger condition): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in; Owner assigned date (hubspot_owner_assigneddate) (trigger condition): The most recent timestamp of when an owner was assigned to this record. This value is set automatically by HubSpot.; Owner (hubspot_owner_id) (trigger condition): The owner of the ...
283301089131Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Disqualification Reason (hs_lead_disqualification_reason), Lead stage (hs_pipeline_stage) when Owner is known; Lead stage is any of Assignment, Outreach; Last Activity Date is before.
Existing HubSpot description: Closes leads with no response after multiple sales and marketing touches by marking them disqualified and notifying the lead owner via email.
Trigger evidence:
Owner is known
Lead stage is any of Assignment, Outreach
Last Activity Date is before
4f_Last marketing touchpoint date is before
4f_Lead Source Level 1 is any of Personal network, Event booth meeting, Outbound, 4flow event, Event session, Webinar, Content download, Networking event, Externally hosted Webinar, Marketing assessment
Next Activity Date is before
Number of Sales Activities is greater than or equal to 6
Owner is known
Lead stage is any of Assignment, Outreach
Last Activity Date is before
Automation evidence:
- Key behavior: internal_notification: 1, set_property: 2.
- Branches: none detected
- Property writes: Disqualification Reason (hs_lead_disqualification_reason) is set to static value No response / ghosted. Purpose: Dropdown list of reasons for disqualification.; Lead stage (hs_pipeline_stage) is set to static value Disqualified. Purpose: shows the pipeline stages of the lead pipeline. indicates which stage the lead is in.
- Lists: none detected
- Custom code: none detected
- Property context: Last Activity Date (hs_last_activity_date) (trigger condition): 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.; Disqualification Reason (hs_lead_disq...
283301704621Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Disqualification Reason (hs_lead_disqualification_reason), Lead stage (hs_pipeline_stage) when Owner is known; Lead stage is any of Assignment, Outreach; Lead Pipeline is any of Lead-Pipeline.
Trigger evidence:
Owner is known
Lead stage is any of Assignment, Outreach
Lead Pipeline is any of Lead-Pipeline
Object create date/time is before
Lead Type is any of Re-opened
Lead Type IS_NOT_BETWEEN object with keys: indexReference, offset, timeType, timezoneSource, zoneId
Number of Sales Activities is less than 1
Owner is known
Lead stage is any of Assignment, Outreach
Lead Pipeline is any of Lead-Pipeline
Automation evidence:
- Key behavior: set_property: 2.
- Branches: none detected
- Property writes: Disqualification Reason (hs_lead_disqualification_reason) is set to static value No activity by assigned owner. Purpose: Dropdown list of reasons for disqualification.; Lead stage (hs_pipeline_stage) is set to static value Disqualified. Purpose: shows the pipeline stages of the lead pipeline. indicates which stage the lead is in.
- Lists: none detected
- Custom code: none detected
- Property context: Object create date/time (hs_createdate) (trigger condition): The date and time at which this object was created. This value is automatically set by HubSpot and may not be modified.; Last Activity Date (hs_last_activity_date) (trigger condition): 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.; Disqualification Reason (hs_lead_disqualification_reason) (property updated, step data): Dropdown list of reasons for disqualification; Lead Type ...
283585457924Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when Object create date/time is before; Owner is unknown; Lead stage is none of Disqualified.
Trigger evidence:
Object create date/time is before
Owner is unknown
Lead stage is none of Disqualified
Object create date/time is before
Owner is unknown
Lead stage is none of Disqualified
hs_name equals hubspot_owner_id
hs_value is unknown
Automation evidence:
- Key behavior: internal_notification: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Object create date/time (hs_createdate) (trigger condition): 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) (trigger condition): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in; Owner (hubspot_owner_id) (trigger condition): The owner of the object.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic..
29093439515Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_last_page seen updated_timestamp (n4f_last_page_seen_updated_timestamp) when hs_name equals hs_analytics_last_url; hs_value is known.
Existing HubSpot description: Updates a timestamp property when a contact’s "Last Page Seen" property changes and has a known value.
Trigger evidence:
hs_name equals hs_analytics_last_url
hs_value is known
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_last_page seen updated_timestamp (n4f_last_page_seen_updated_timestamp) is set to returned value object with keys: timestampType, type.
- Lists: none detected
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
303630460121Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates n4f_no_activity_after_assignment when hs_name equals hubspot_owner_id; hs_value is known; 4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Externally hosted Webinar, Marketing assessment.
Trigger evidence:
hs_name equals hubspot_owner_id
hs_value is known
4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Externally hosted Webinar, Marketing assessment
4f_Lead Source Level 1 is any of Event booth meeting, 4flow event, Event session, Webinar, Content download, Externally hosted Webinar, Marketing assessment
Automation evidence:
- Key behavior: connected_action: 1, internal_notification: 1, set_property: 1.
- Branches: none detected
- Property writes: n4f_no_activity_after_assignment is set to static value Yes. Purpose: Used to detect if after assignment of a lead, the lead owner did an activity. Used in negative reports to identify stalling leads..
- Lists: none detected
- Custom code: none detected
- Property context: 4f_Lead Source Level 1 (n4f_lead_source_level_1) (trigger condition): used for attribution of marketing leads, synchronized with touchpoint types (and deal sources); n4f_no_activity_after_assignment (property updated, step data): Used to detect if after assignment of a lead, the lead owner did an activity. Used in negative reports to identify stalling leads.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow ...
31511144619Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates n4f_no_activity_after_assignment when hs_name equals hs_last_activity_date; hs_value is known.
Existing HubSpot description: Updates n4f_no_activity_after_assignment to "No" when there is no activity recorded after the owner is assigned, triggered by changes to the last activity date property.
Trigger evidence:
hs_name equals hs_last_activity_date
hs_value is known
Automation evidence:
- Key behavior: list_branch: 1, set_property: 1.
- Branches: activity after assignment: activity after assignment; no activity after assignment: no activity after assignment
- Property writes: n4f_no_activity_after_assignment is set to static value No. Purpose: Used to detect if after assignment of a lead, the lead owner did an activity. Used in negative reports to identify stalling leads..
- Lists: none detected
- Custom code: none detected
- Property context: Last Activity Date (hs_last_activity_date) (branch condition, step data): 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.; Owner assigned date (hubspot_owner_assigneddate) (branch condition, step data): The most recent timestamp of when an owner was assigned to this record. This value is set automatically by HubSpot.; n4f_no_activity_after_assignment (property updated, step data): Used to detect if after assignment of a lead, the lead owner did an activity. Used in negative reports to identify stalling leads.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified ...
31602608044Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when 4f_Lead Source Level 1 is unknown; 4f_Lead Source Level 2 is unknown; 4f_Lead Source Level 1 is unknown.
Trigger evidence:
4f_Lead Source Level 1 is unknown
4f_Lead Source Level 2 is unknown
4f_Lead Source Level 1 is unknown
4f_Lead Source Level 2 is unknown
Automation evidence:
- Key behavior: internal_notification: 1.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: 4f_Lead Source Level 1 (n4f_lead_source_level_1) (trigger condition): used for attribution of marketing leads, synchronized with touchpoint types (and deal sources); 4f_Lead Source Level 2 (n4f_lead_source_level_2) (trigger condition): used for attribution of marketing leads, synchronized with touchpoint names (and deal sources). captures the name of the webinar, asset, event, etc.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic..
3166912739120Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Lifecycle Stage (lifecyclestage), 4f_Conversion source (n4f_conversion_source) when Returned criteria keys: shouldReEnroll, type; Detailed trigger logic: Logic not derivable from system.. It uses ELEVATE - Stop criteria existing active lead, ELEVATE - Stop criteria - Lead creation, ELEVATE - Lead supression - diqualification criteria permanent, ELEVATE - Lead supression - disqualification criteria temporary, ELEVATE - Contacts with lost deals, ELEVATE-Contacts with open outbound leads, ELEVATE-Contacts with open pre-scheduled meeting leads, ELEVATE - Contacts with ghosting leads as list context. Custom code evidence: action 12: reads workflow inputs/properties: coreApi, join; performs: creates records or resources, creates, removes, or checks associations; touches HubSpot objects/APIs: associations, objects, properties; CRM operations: associate: associations, objects, properties; create: associations, objects, properties; read by ID: associations, objects, properties; transforms data: calculates or formats dates, combines multiple values, converts values to numbers, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, serializes data as JSON, splits a value into parts; failure handling: checks missing values, has catch block, logs errors, mentions retry or rate-limit handling, throws errors; 12 explicit code condition(s) detected. Reads: coreApi, join. Writes: none detected. Objects/APIs: associations, objects, properties. Associations: association logic referenced in custom code.; action 96: reads workflow inputs/properties: coreAp...
321469871814Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals company_id__sync_; hs_value is known. Custom code evidence: action 1: performs: creates records or resources, creates, removes, or checks associations, deletes or archives records, searches records, updates records or resources, writes properties: hs_lead_name; touches HubSpot objects/APIs: associations, companies, contacts, objects; CRM operations: archive/delete: associations, companies, contacts, objects; associate: associations, companies, contacts, objects; create: associations, companies, contacts, objects; read by ID: associations, companies, contacts, objects; search: associations, companies, contacts, objects; update: associations, companies, contacts, objects; search/filter logic: search/filter operator: EQ; search/filter property: associations.contact; transforms data: combines multiple values, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, serializes data as JSON, splits a value into parts; writes HubSpot properties: hs_lead_name; returns workflow outputs: companySource, error, failures, fallbackCompanyCount, leadsAssociatedPrimaryFailed, leadsAssociatedPrimaryOk, leadsFound, leadsRemoveOldCompaniesFailed, leadsRenameFailed, leadsRenameSkipped, leadsRenamed, ok, otherCompanyAssociationsRemoved, outputFields, reason, status, targetCompanyId, targetCompanyName; failure handling: checks missing values, has catch block, logs errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: Lead Name (hs_lead_name). Objects/APIs: associations, companies, contacts, objects. Associations: association logic reference...
322283439723Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Net price (amount), Business Line (business_line), Close Date (closedate), Deal Name (dealname), Deal Stage (dealstage) when Is Closed Won equals True; 4f_Renewal type is known; Is Closed Won equals True.
Trigger evidence:
Is Closed Won equals True
4f_Renewal type is known
Is Closed Won equals True
4f_Renewal type is known
Automation evidence:
- Key behavior: connected_action: 1, set_property: 4.
- Branches: none detected
- Property writes: Deal Name (dealname) is set to 2 returned value tokens. Purpose: The name given to this deal..; Deal Stage (dealstage) is set to 2 returned value tokens. Purpose: The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on..; Close Date (closedate) is set to value from property n4f_expected_project_end_date. Purpose: Date the deal was closed. This property is set automatically by HubSpot..; Owner (hubspot_owner_id) is set to value from property hubspot_owner_id. Purpose: The owner of the object..; Net price (amount) is set to value from property amount. Purpose: The amount of a line item.; Business Line (business_line) is set to value from property business_line. Purpose: 4flow definition of business line.
- Lists: none detected
- Custom code: none detected
- Property context: Net price (amount) (property updated, step data): The amount of a line item; Business Line (business_line) (property updated, step data): 4flow definition of business line; Close Date (closedate) (property updated, step data): Date the deal was closed. This property is set automatically by HubSpot.; Deal Name (dealname) (property updated, step data): The name given...
322548550814Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_company quality label (n4f_company_quality_label) when hs_name equals hs_merged_object_ids; hs_value is known; List 16262 is in list 16262. It uses 16262 as list context.
Existing HubSpot description: Sets a company property to "Corporate Sales-Target account" for contacts in a specific list; does nothing for those not in the list.
Trigger evidence:
hs_name equals hs_merged_object_ids
hs_value is known
List 16262 is in list 16262
List 16262 is not in list 16262
Automation evidence:
- Key behavior: list_branch: 1, set_property: 1.
- Branches: is Corp. Sales target: is Corp. Sales target; is not Corp. Sales target: is not Corp. Sales target
- Property writes: 4f_company quality label (n4f_company_quality_label) is set to returned value object with keys: staticAppendValue, type. Purpose: Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations..
- Lists: 16262
- Custom code: none detected
- Property context: 4f_company quality label (n4f_company_quality_label) (property updated, step data): Labels customers, competitors, and target accounts relevant in Lead Scoring and segmentations.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow contains branching logic.; Workflow appears to write or copy one or more properties..
352314798425Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when Opted out of email: Marketing information is any of Yes; Unsubscribed from all email equals True; Opted out of email: Webinar & event news is any of Yes.
Trigger evidence:
Opted out of email: Marketing information is any of Yes
Unsubscribed from all email equals True
Opted out of email: Webinar & event news is any of Yes
EMAIL_SUBSCRIPTION filter matches
Opted out of email: Marketing information is any of Yes
Unsubscribed from all email equals True
Opted out of email: Webinar & event news is any of Yes
EMAIL_SUBSCRIPTION filter matches
Automation evidence:
- Key behavior: connected_action: 1, list_branch: 1, subscription_update: 2.
- Branches: branch_1: 2 returned criteria
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: Unsubscribed from all email (hs_email_optout) (trigger condition): Indicates that the current email address has opted out of all email.; Opted out of email: Marketing information (hs_email_optout_125011299) (trigger condition): Indicates that the current email address has opted out of this email type.; Opted out of email: Webinar & event news (hs_email_optout_159354956) (trigger condition): Indicates that the current email address has opted out of this email type.; 4f_Custom DOI (n4f_doi) (branch condition, step data): Custom double opt-in
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associati...
357292050815Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Owner (hubspot_owner_id) when Owner's main team is any of 167069001; Owner's main team is any of 167069001; Owner's main team is any of 167069001.
Trigger evidence:
Owner's main team is any of 167069001
Owner's main team is any of 167069001
Owner's main team is any of 167069001
Automation evidence:
- Key behavior: internal_notification: 2, list_branch: 1, set_property: 2.
- Branches: Open Deal: Open Deal; Open Lead: Open Lead
- Property writes: Owner (hubspot_owner_id) is set to static value not returned. Purpose: The owner of the object..; Owner (hubspot_owner_id) is set to static value not returned. Purpose: The owner of the object..
- Lists: none detected
- Custom code: none detected
- Property context: Deal Stage (dealstage) (branch condition, step data): The stage of the deal. Deal stages allow you to categorize and track the progress of the deals that you are working on.; Lead stage (hs_pipeline_stage) (branch condition, step data): shows the pipeline stages of the lead pipeline. indicates which stage the lead is in; Owner (hubspot_owner_id) (branch condition, property updated, step data): The owner of the object.; Owner's main team (hubspot_team_id) (trigger condition): The main team of the record owner. This value is set automatically by HubSpot.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes associat...
35969200446Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Deal-ID for sorting (n4f_dealid_for_sorting) when Record ID is known; 4f_Deal-ID for sorting is unknown; Record ID is known.
Trigger evidence:
Record ID is known
4f_Deal-ID for sorting is unknown
Record ID is known
4f_Deal-ID for sorting is unknown
hs_name equals n4f_dealid_for_sorting
hs_value is unknown
hs_name equals hs_object_id
hs_value is known
Automation evidence:
- Key behavior: set_property: 1.
- Branches: none detected
- Property writes: 4f_Deal-ID for sorting (n4f_dealid_for_sorting) is set to static value { { enrolled_object.hs_object_id } }. Purpose: helper property.
- Lists: none detected
- Custom code: none detected
- Property context: Record ID (hs_object_id) (trigger condition): The unique ID for this record. This value is set automatically by HubSpot.; 4f_Deal-ID for sorting (n4f_dealid_for_sorting) (property updated, step data, trigger condition): helper property
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
361405260129Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when Primary Associated Company ID is unknown; Create date is between object with keys: indexReference, offset, timeType, timezoneSource, zoneId; 4f_Contact quality label is none of Contact no longer valid, No company to associate. Custom code evidence: action 1: performs: creates, removes, or checks associations, searches records, updates records or resources, writes properties: SUCCESS, associatedcompanyid, outputFields, selectedBy, totalMatches; touches HubSpot objects/APIs: companies, contacts; CRM operations: search: companies, contacts; update: companies, contacts; search/filter logic: search/filter operator: CONTAINS_TOKEN; search/filter operator: EQ; transforms data: calculates or formats dates, combines multiple values, filters collections, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns; writes HubSpot properties: SUCCESS, associatedcompanyid, outputFields, selectedBy, totalMatches; returns workflow outputs: outputFields, selectedBy, totalMatches; failure handling: checks missing values, has catch block, logs errors, throws errors; 7 explicit code condition(s) detected. Reads: none detected. Writes: SUCCESS, Primary Associated Company ID (associatedcompanyid), outputFields, selectedBy, totalMatches. Objects/APIs: companies, contacts. Associations: association logic referenced in custom code.; action 7: performs: creates, removes, or checks associations, searches records, updates records or resources, writes properties: associatedcompanyid; touches HubSpot objects/APIs: companies, contacts; CRM operations: search: companies, contacts; update: compan...
3640133832138Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Disqualification Reason (hs_lead_disqualification_reason), Lifecycle Stage (lifecyclestage), 4f_Conversion source (n4f_conversion_source), 4f_Impact tracking (n4f_impact_tracking), DELETE_4f_Lead Region-Country (n4f_lead_region_country) when 4f_Touchpoint type is none of Event booth meeting, Event session, Networking event; 4f_Touchpoint type is none of Event booth meeting, Event session, Networking event. It uses ELEVATE - Stop criteria existing active lead, ELEVATE - Stop criteria existing active deal, ELEVATE - Stop criteria - Lead creation, ELEVATE - Lead supression - diqualification criteria permanent, ELEVATE - Lead supression - disqualification criteria temporary, ELEVATE - Contacts with lost deals, PLACEHOLDER ELEVATE_no lead creation due to off list (TP), ELEVATE - Contacts with ghosting leads as list context. Custom code evidence: action 12: performs: creates records or resources, creates, removes, or checks associations, searches records; touches HubSpot objects/APIs: associations, objects; CRM operations: associate: associations, objects; create: associations, objects; read by ID: associations, objects; search: associations, objects; search/filter logic: search/filter operator: EQ; search/filter property: associations.contacts; transforms data: calculates or formats dates, combines multiple values, converts values to numbers, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, serializes data as JSON, splits a value into parts; failure handling: checks missing values, has catch block, logs errors, mentions retry or rate-limit handling, throws errors; 12 ...
370630267846Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Street Address (address), Street Address 2 (address2), City (city), Country/Region (country), delete_DB_Company hierarchy (parent) (db_company_hierarchy__parent_) when hs_name equals n4f_company_cleaning_date_text; hs_value is known.
Trigger evidence:
hs_name equals n4f_company_cleaning_date_text
hs_value is known
Automation evidence:
- Key behavior: connected_action: 1, set_property: 18.
- Branches: none detected
- Property writes: 4f_Region-Country (n4f_region_county_company) is set to static value not returned. Purpose: Main region/country label as a dropdown to overcome issues with single text. Includes region and country..; City (city) is set to static value not returned. Purpose: City where the company is located..; Country/Region (country) is set to static value not returned. Purpose: Country in which the company or organization is located..; Country/Region Code (hs_country_code) is set to static value not returned. Purpose: Two-letter country code for the company headquarters location..; Phone Number (phone) is set to static value not returned. Purpose: Company primary phone number..; Postal Code (zip) is set to static value not returned. Purpose: Postal or zip code of the company or organization..; State/Region (state) is set to static value not returned. Purpose: State or region in which the company or organization is located..; State/Region Code (hs_state_code) is set to static value not returned. Purpose: The company's state or region code..
- Lists: none detected
- Custom code: none detected
- Property context: Street Address (address) (property updated, step data): Street address of the company or organization, includ...
37063118808Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when the returned enrollment criteria. Custom code evidence: action 1: reads workflow inputs/properties: additionalDomains, domain, name; performs: searches records, updates records or resources, writes properties: n4f_company_cleaning_proposed_duplicate; touches HubSpot objects/APIs: companies; CRM operations: search: companies; update: companies; search/filter logic: search/filter operator: CONTAINS_TOKEN; search/filter operator: IN; search/filter operator: NEQ; search/filter property: domain; search/filter property: hs_object_id; search/filter property: name; transforms data: combines multiple values, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_company_cleaning_proposed_duplicate; returns workflow outputs: outputFields; calls external hosts: app.hubspot.com; failure handling: checks missing values, has catch block, logs errors, throws errors; 12 explicit code condition(s) detected. Reads: additionalDomains, Company Domain Name (domain), Name (name). Writes: 4f_company_cleaning_proposed_duplicate (n4f_company_cleaning_proposed_duplicate). Objects/APIs: companies.
Existing HubSpot description: Checks newly created company records for possible duplicates by comparing domain and name, then proposes potential matches or clears previous proposals after a short delay.
Trigger evidence:
HubSpot enrollment criteria type: EVENT_BASED
Automation evidence:
- Key behavior: connected_action: 1, custom_code: 1.
- Branches: none detected
- Prop...
396292837640Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when Recent Sales Email Replied Date is after; hs_email_html contains no longer, deactivated, verlassen, new address, Undeliverable, anymore, has left, have left, couldn't be delivered, Wasn't found, Delivery has failed, retired, I left the company, last day; Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId.
Trigger evidence:
Recent Sales Email Replied Date is after
hs_email_html contains no longer, deactivated, verlassen, new address, Undeliverable, anymore, has left, have left, couldn't be delivered, Wasn't found, Delivery has failed, retired, I left the company, last day
Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId
hs_email_html does not contain out of office, out-of-office, away from the office, annual leave, vacation, on sick leave, travelling, traveling, back on, returning on, available again, currently away, holiday, holidays, out of the office, medical leave, maternity leave, my return
hs_email_html contains no longer, deactivated, verlassen, new address, Undeliverable, anymore, has left, have left, couldn't be delivered, Wasn't found, Delivery has failed, retired, I left the company, last day
Object create date/time is between object with keys: indexReference, timeType, timezoneSource, zoneId
hs_email_html does not contain out of office, out-of-office, away from the office, annual leave, vacation, on sick leave, travelling, traveling, back on, returning on, available again, currently away, holiday, holidays, out of the office, medical leave, maternity leave, my return
hs_email_subject contains no l...
396984651629Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals duration__monthly_; hs_value is known; hs_name equals amount. Custom code evidence: action 3: performs: updates records or resources; touches HubSpot objects/APIs: deals; CRM operations: update: deals; transforms data: combines multiple values, converts values to numbers, replaces or cleans text patterns; returns workflow outputs: debug_log; failure handling: checks missing values, has catch block; 5 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: deals.; action 11: performs: updates records or resources; touches HubSpot objects/APIs: deals; CRM operations: update: deals; transforms data: combines multiple values, converts values to numbers, replaces or cleans text patterns; returns workflow outputs: debug_log; failure handling: checks missing values, has catch block; 5 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: deals.
Trigger evidence:
hs_name equals duration__monthly_
hs_value is known
hs_name equals amount
hs_value is known
Net price is known
Duration (months) is known
Net price is known
Duration (months) is known
Automation evidence:
- Key behavior: connected_action: 4, custom_code: 2, internal_notification: 1, list_branch: 2.
- Branches: updated: updated; default branch: default branch; updated: updated; default branch: default branch
- Property writes: none detected
- Lists: none detected
- Custom code: action 3: performs: updates records or resources; touches HubSpot objects/APIs: deals; CRM operations: update: deals; transforms data: combines multiple values, converts values ...
403971707231Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals num_associated_contacts; hs_value is known. Custom code evidence: action 1: performs: batch processes records, creates records or resources, creates, removes, or checks associations, updates records or resources, writes properties: n4f_email_patterns; touches HubSpot objects/APIs: companies, contacts; transforms data: filters collections, maps collections into derived values, normalizes text to lowercase, replaces or cleans text patterns, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_email_patterns; returns workflow outputs: outputFields, pattern_count; calls external hosts: api.hubapi.com; failure handling: checks missing values, has catch block, logs errors, throws errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: n4f_email_patterns. Objects/APIs: companies, contacts. Associations: association logic referenced in custom code.; action 7: performs: batch processes records, creates records or resources, creates, removes, or checks associations, updates records or resources, writes properties: n4f_email_patterns; touches HubSpot objects/APIs: companies, contacts; transforms data: filters collections, maps collections into derived values, normalizes text to lowercase, replaces or cleans text patterns, serializes data as JSON, splits a value into parts; writes HubSpot properties: n4f_email_patterns; returns workflow outputs: outputFields, pattern_count; calls external hosts: api.hubapi.com; failure handling: checks missing values, has catch block, logs errors, throws errors; 12 explicit code condition(s) detected. Reads: non...
412949113311Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Outreach_allowance (n4f_outreach_allowance) when ELEVATE - Stop criteria - all blocked is in list 13995; ELEVATE - Stop criteria - Lead creation is in list 11391; ELEVATE - Stop criteria - all blocked is in list 13995. It uses ELEVATE - Stop criteria - Lead creation, ELEVATE - Stop criteria - all blocked as list context.
Existing HubSpot description: Updates a contact property to "Contact after alignment only" one minute after contacts enter if they belong to specific lists.
Trigger evidence:
ELEVATE - Stop criteria - all blocked is in list 13995
ELEVATE - Stop criteria - Lead creation is in list 11391
ELEVATE - Stop criteria - all blocked is in list 13995
ELEVATE - Stop criteria - all blocked is in list 13995
ELEVATE - Stop criteria - Lead creation is in list 11391
ELEVATE - Stop criteria - all blocked is in list 13995
ELEVATE - Stop criteria - all blocked is in list 13995
Automation evidence:
- Key behavior: connected_action: 1, set_property: 1.
- Branches: none detected
- Property writes: 4f_Outreach_allowance (n4f_outreach_allowance) is set to static value Contact after alignment only. Purpose: Used to define if SDR can freely reach out to contacts or if there is already interaction going on..
- Lists: ELEVATE - Stop criteria - Lead creation, ELEVATE - Stop criteria - all blocked
- Custom code: none detected
- Property context: 4f_Outreach_allowance (n4f_outreach_allowance) (property updated, step data): Used to define if SDR can freely reach out to contacts or if there is already interaction going on.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
...
41295187909Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4f_Outreach_allowance (n4f_outreach_allowance) when ELEVATE - Stop criteria - all blocked is not in list 13995. It uses ELEVATE - Stop criteria - all blocked as list context.
Existing HubSpot description: Updates a contact property to "Contact after alignment only" one minute after contacts enter if they belong to specific lists.
Trigger evidence:
ELEVATE - Stop criteria - all blocked is not in list 13995
Automation evidence:
- Key behavior: connected_action: 1, set_property: 1.
- Branches: none detected
- Property writes: 4f_Outreach_allowance (n4f_outreach_allowance) is set to static value Free to contact. Purpose: Used to define if SDR can freely reach out to contacts or if there is already interaction going on..
- Lists: ELEVATE - Stop criteria - all blocked
- Custom code: none detected
- Property context: 4f_Outreach_allowance (n4f_outreach_allowance) (property updated, step data): Used to define if SDR can freely reach out to contacts or if there is already interaction going on.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; Workflow appears to write or copy one or more properties..
416562605443Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow runs custom code and HubSpot automation steps when hs_name equals domain; hs_value is known; hs_name equals hs_merged_object_ids. Custom code evidence: action 1: reads workflow inputs/properties: domain, hs_additional_domains, name; performs: creates records or resources, deletes or archives records, updates records or resources, writes properties: n4f_hubdb_domainsyncdate; touches HubSpot objects/APIs: companies; CRM operations: archive/delete: companies; read by ID: companies; update: companies; transforms data: calculates or formats dates, converts values to numbers, filters collections, maps collections into derived values, normalizes text to lowercase, removes surrounding whitespace, replaces or cleans text patterns, splits a value into parts; writes HubSpot properties: n4f_hubdb_domainsyncdate; returns workflow outputs: outputFields; calls external hosts: api.hubapi.com; failure handling: checks missing values, has catch block, logs errors; 9 explicit code condition(s) detected. Reads: Company Domain Name (domain), Additional Domains (hs_additional_domains), Name (name). Writes: DELETE_4f_HubDB_domainsyncdate (n4f_hubdb_domainsyncdate). Objects/APIs: companies.; action 11: reads workflow inputs/properties: domain, hs_additional_domains, hs_merged_object_ids, name; performs: creates records or resources, deletes or archives records, updates records or resources, writes properties: n4f_hubdb_domainsyncdate; touches HubSpot objects/APIs: companies; CRM operations: archive/delete: companies; read by ID: companies; update: companies; transforms data: calculates or formats dates, converts values to numbers, filters collections, maps collections into...
416638487811Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates 4flow region (n4flow_region) when 4f_confidence is any of High; 4flow region is unknown; 4f_confidence is any of High.
Trigger evidence:
4f_confidence is any of High
4flow region is unknown
4f_confidence is any of High
4flow region is unknown
Automation evidence:
- Key behavior: list_branch: 1, set_property: 1.
- Branches: Classification is Global: Classification is Global
- Property writes: 4flow region (n4flow_region) is set to static value Global. Purpose: Dropdown select indicating the defined 4Flow region a company operates in..
- Lists: none detected
- Custom code: none detected
- Property context: 4f_classification (n4f_classification) (branch condition, step data): Part of continuous company cleaning workflow: Geographic scope classification of the ultimate parent company group based on controlled subsidiaries: GLOBAL, REGIONAL, LOCAL, or UNCLEAR if insufficient information is available.; 4f_confidence (n4f_confidence) (trigger condition): Part of continuous company cleaning workflow: Confidence level of the classification result. Reflects reliability of the determination based on available data or verification method.; 4flow region (n4flow_region) (property updated, step data, trigger condition): Dropdown select indicating the defined 4Flow region a company operates in.
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code ...
41915742477Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when List 13162 is in list 13162; List 13162 is in list 13162; List 13162 is in list 13162. It uses 13162 as list context.
Existing HubSpot description: Set Contacts as Non Marketing contact when eg: Competitor Lifecycle Stage: Other Email bounced Person label is Fake etc.
Trigger evidence:
List 13162 is in list 13162
List 13162 is in list 13162
List 13162 is in list 13162
Automation evidence:
- Key behavior: connected_action: 2.
- Branches: none detected
- Property writes: none detected
- Lists: 13162
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; No property references were detected in enrollment criteria or actions..
42096662562Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow executes HubSpot automation steps when hs_email_status is any of BOUNCED; hs_email_status is any of BOUNCED; hs_email_status is any of BOUNCED.
Trigger evidence:
hs_email_status is any of BOUNCED
hs_email_status is any of BOUNCED
hs_email_status is any of BOUNCED
Automation evidence:
- Key behavior: none detected.
- Branches: none detected
- Property writes: none detected
- Lists: none detected
- Custom code: none detected
- Property context: none detected
Business context to add later:
Logic not derivable from system. Use reviewed narrative/audio context here, not inference.
Evidence gaps: No existing HubSpot workflow description returned.; No workflow actions were returned.; Created objects are not fully classified unless workflow action or custom code evidence exposes them.; Associations created are not fully classified unless custom code evidence exposes association logic.; No workflow actions were returned by HubSpot..
43216386465Generated draft by HubSpot Documentation Engine. Review before using in HubSpot.
System-derived summary: This workflow sets or updates Disqualification Reason (hs_lead_disqualification_reason), Lifecycle Stage (lifecyclestage), 4f_Conversion source (n4f_conversion_source), 4f_Impact tracking (n4f_impact_tracking), DELETE_4f_Lead Region-Country (n4f_lead_region_country) when 4f_Touchpoint type is none of Event booth meeting, Event session, Networking event; 4f_Touchpoint type is none of Event booth meeting, Event session, Networking event. It uses ELEVATE - Stop criteria existing active lead, ELEVATE - Stop criteria existing active deal, ELEVATE - Stop criteria - Lead creation, ELEVATE - Lead supression - diqualification criteria permanent, ELEVATE - Lead supression - disqualification criteria temporary, ELEVATE - Contacts with lost deals, PLACEHOLDER ELEVATE_no lead creation due to off list (TP), ELEVATE - Contacts with ghosting leads as list context. Custom code evidence: action 63: performs: creates records or resources, creates, removes, or checks associations; touches HubSpot objects/APIs: associations, objects; CRM operations: associate: associations, objects; create: associations, objects; read by ID: associations, objects; transforms data: calculates or formats dates, combines multiple values, filters collections, normalizes text to lowercase, removes surrounding whitespace, serializes data as JSON; failure handling: checks missing values, has catch block, logs errors, mentions retry or rate-limit handling, throws errors; 12 explicit code condition(s) detected. Reads: none detected. Writes: none detected. Objects/APIs: associations, objects. Associations: association logic referenced in custom code.; action 123: performs: creates records or resources, creates...