HubSpot workflows for deal hygiene

At the top: the stale deal alert after 14 days without activity, a task when a deal enters a stage, the overdue close date notification and a required reason on Closed Lost. Next are flags for missing data, such as a deal without an associated contact or without a next step date. The less usual cases sit lower: stage regression, stage-skip detection, a close date pushed too many times.

Both pitfalls here come from the stale deal alert. Last Activity Date on a deal only updates from engagements logged against the deal record itself, so a call logged only on the associated contact does not always reach the deal. And activating the workflow does not enroll deals that are already stale unless the option to enroll existing records that match is checked at activation.

All 50 start from a deal. 43 need Professional, 7 Enterprise.