HubSpot workflows for marketing ops

50 specs1 free46 Professional4 Enterprise

50 written specs for the marketing side of a HubSpot portal: lifecycle stage moves, consent and legal basis, marketing contact status, list membership and attribution properties. Use them when a step such as Lead to MQL is still a manual spreadsheet or a Slack-ping review.

More about marketing ops in HubSpot

First come the promotion from Lead to MQL on a lead score threshold, the MQL to SQL handoff, marketing contact status management for cost control, unsubscribe suppression and GDPR legal basis capture on EU forms. Lower in the list sit the rarer cases: SQL demotion when the associated deal goes stale or lost, an attribution lock after the SQL handoff, and a consent renewal campaign before expiry.

Two points need care in the free Lead to MQL spec. The score is recalculated often, on page views and email opens, so keep re-enrollment tied to HubSpot Score alone, or the workflow can re-check the same contact many times a day. And when a form's own Set lifecycle stage option writes the same property as the workflow, the two can race: check each form's options before enabling it.

46 of the 50 start from a contact, the rest from a custom object, a deal or a company. 46 need Professional, 4 Enterprise.

Free Lead to MQL lifecycle stage promotion on lead score threshold Contact6 steps Contacts that cross a lead score threshold move automatically from Lead to Marketing Qualified Lead, with no manual review, and marketing ops gets a heads-up. Read it in full

All 50 marketing ops specs

Most requested first. Professional tier unless marked.

Lead to MQL lifecycle stage promotion on lead score thresholdContact6 stepsFree MQL to SQL handoff with lifecycle stage change and sales notificationContact6 steps Marketing contact vs non-marketing contact status management for cost controlContact8 steps Unsubscribe / subscription type suppression sync across marketing sendsContact10 steps GDPR legal basis capture and consent workflow on EU form submissionContact7 steps Subscription status per channel (email, SMS, WhatsApp) from one preference formContact10 steps Legal basis set by acquisition source (form, import, integration)Contact14 steps Double opt-in confirmation for EU/GDPR list growthContact10 steps Lifecycle stage stuck-in-MQL aging alert to marketing opsContact8 steps Original source / first-touch attribution capture and lockContact6 steps Campaign association enforcement before marketing email sendContact5 steps Active list membership auto-add/remove on lifecycle stage changeContact27 steps SQL demotion back to MQL when associated deal goes stale or lostContact6 steps Consent withdrawal cascades to suppress from active lists and stop nurtureContact7 steps Lifecycle stage disqualification to "Other" for bad-fit leadsContact8 steps Marketing contact reactivation approval workflow (cost gate)Contact11 steps Static list snapshot for point-in-time campaign audience / reportingContact2 steps Multi-touch attribution property update on each new session sourceContact5 stepsEnterprise Right-to-be-forgotten / data subject erasure request internal queue triggerContact8 steps Legitimate interest legal basis annual review reminderContact7 steps Grade-based MQL tiers (A/B) with different sales notification cadenceContact8 steps Webinar registrant auto-add to active list and campaign associationContact2 steps List hygiene: unused/stale list archive notificationContact6 steps Marketing email suspension after high bounce or spam complaint rateContact4 steps EU vs non-EU consent flow segmentation on form submissionContact7 steps Product-qualified lead (PQL) signal promotes contact to MQLContact6 steps Campaign ROI property rollup from associated dealsDeal4 stepsEnterprise Attribution property reset on re-engagement after long dormancyContact4 steps Marketing contact tier quota nearing-limit alert to marketing opsContact6 steps Offline/imported contact consent capture and legal basis backfillContact4 steps Custom object campaign/event attribution rollup to contactCustom5 stepsEnterprise Monthly consent-status change compliance export/reportContact6 steps Cookie consent banner declined sets contact as non-marketingContact4 steps Attribution data lock after SQL handoff for reporting integrityContact5 steps Lifecycle stage regression prevention (block downgrade actions)Contact5 steps Campaign UTM format validation and marketing ops notificationContact4 steps Marketing contact status sync with per-subscription-type opt-outsContact4 steps Franchise/location-based campaign attribution via custom objectCustom5 stepsEnterprise Multi-language campaign tagging and attribution normalizationContact7 steps Paid social (Facebook/LinkedIn/Google) campaign membership auto-taggingContact6 steps Two-stage handoff gate: Marketing Qualified to Sales Accepted Lead propertyContact8 steps List-based nurture eligibility gate (marketing contact + subscription check)Contact4 steps Consent renewal re-permission campaign before expiryContact12 steps Attribution touchpoint counter property per contactContact4 steps Data processing agreement acknowledgment tracking propertyContact3 steps Account-level marketing contact tier cost alert (approaching plan limit)Contact6 steps Scheduled bulk campaign association backfill for historical contactsContact6 steps Lifecycle stage sync from deal stage back to contact and companyCompany8 steps Time-bound list membership (auto-remove after N days)Contact3 steps Attribution source override for sales-sourced leadsContact4 steps

Other categories

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

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