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HubSpot workflows for reporting and alerts

50 specs1 free48 Professional2 Enterprise

50 written specs for making HubSpot activity visible: Slack and email notifications, weekly and monthly digests, timestamp properties, counters, rollups and anomaly alerts. Use them for real-time visibility on a single event, for a periodic rollup, or for the helper properties a report is built on.

More about reporting and alerts in HubSpot

The most requested are a Slack alert on Closed Won, stage-entry timestamp properties for pipeline velocity, a timeline note on a critical property change, the weekly Slack roundup of closed won deals and a ticket reopen counter. Further on: anomaly alerts on form submission volume, bounce rate and unsubscribe rate, and a quarter-end pipeline snapshot. Automation hygiene is covered too: a disabled workflow inventory and duplicate trigger detection.

Before building, the free spec points at two things. The Slack action depends on an admin-level Slack connection: if the connecting user loses Slack access, the action can fail without an obvious error until someone checks workflow history. And the trigger runs on deal stage internal IDs, not labels: renaming a stage label is safe, but cloning a pipeline creates new stage IDs the workflow does not match.

20 of the 50 start from a contact, the rest from a deal, a company, a ticket or a custom object. 48 need Professional, 2 Enterprise.

All 50 reporting and alerts specs

Most requested first. Professional tier unless marked.

Slack alert: deal marked Closed Won (revenue milestone notification)Deal4 stepsFreeStage-entry timestamp properties for pipeline velocity reportingDeal5 stepsTimeline note logging on critical property change (audit visibility)Deal2 stepsWeekly Slack roundup: deals closed won this week (team wins digest)Deal1 stepTicket reopen counter property (recidivism tracking for reporting)Ticket4 stepsDisabled workflow inventory and owner nudge (automation hygiene)Contact1 stepDuplicate trigger detection across workflows (automation hygiene)Contact1 stepWeekly Slack digest: ticket volume and CSAT average to service channelTicket1 stepSlack alert: high-value deal created (amount above threshold, awareness only)Deal3 stepsWeekly email digest: new contacts created this week by original sourceContact2 stepsWeekly Slack digest: deals closed lost this week with reasonsDeal2 stepsWeekly Slack digest: deals moved to negotiation/verbal stage this weekDeal2 stepsMonthly email digest: marketing email performance summary (opens, clicks, unsubscribes)Contact2 stepsWeekly sales activity summary: calls, emails, meetings logged per repDeal1 stepLifecycle stage change timestamp properties (became MQL, SQL, customer dates)Contact10 stepsTicket first-response timestamp reporting property (distinct from SLA breach alerting)Ticket4 stepsCounter property: marketing emails received by a contact (engagement volume reporting)Contact2 stepsWeekly Slack digest: form submissions summary by formContact2 stepsSlack alert: workflow goal completion milestone reachedContact4 stepsMonthly digest: lifecycle stage funnel movement summary (count per transition)Contact1 stepCompany rollup property: count of associated open deals (account visibility)Company2 stepsCompany rollup property: total closed-won revenue to date (customer value visibility)Company2 stepsWeekly Slack digest: new companies created this week by industryCompany2 stepsAnomaly alert: daily form submission volume drop vs 7-day averageContact1 stepAnomaly alert: email bounce rate spike after a sendContact3 stepsAnomaly alert: unsubscribe rate spike after a campaign sendContact2 stepsCounter property: number of times a deal has changed pipeline stageDeal2 stepsCounter property: number of times a support ticket has been escalatedTicket2 stepsWeekly Slack digest: top 5 open deals by amount (pipeline visibility snapshot)Deal2 stepsMonthly digest: net new vs churned contacts (database volume health report)Contact2 stepsQuarter-end pipeline snapshot property set (amount and stage captured on a fixed date)Deal4 stepsSlack alert: integration sync failure notification (native app connection health)Company4 stepsWeekly digest: workflow enrollment and error summary for admins (automation health)Contact1 stepEnterpriseWeekly digest: ticket volume by pipeline/queue to service leadershipTicket2 stepsAudit property: record owner change log (who owns what, when it changed)Deal4 stepsSlack alert: deal amount changed above a percentage threshold (visibility, not approval)Deal6 stepsWeekly digest: content/landing page performance summary (views, submissions)Contact2 stepsProperty: first-touch and last-touch timestamp helpers (funnel reporting)Contact3 stepsMonthly digest: customer health score distribution summary to CS leadershipCompany2 stepsCounter property: support tickets opened by a company (lifetime volume)Company2 stepsProperty: date of last support interaction per company (recency helper)Company2 stepsProperty: days since last marketing email open (engagement recency helper)Contact2 stepsWeekly Slack digest: new deals created this week by lead sourceDeal2 stepsAudit visibility: internal note auto-logged on ticket priority changeTicket3 stepsCustom object record digest: weekly summary of new custom-object recordsCustom1 stepEnterpriseCompany rollup property: date of most recent deal stage changeCompany3 stepsSlack alert: contact reaches a key lifecycle stage milestone (e.g. became Customer)Contact4 stepsSlack alert: previously Closed Lost deal reactivated (visibility notification)Deal4 stepsWeekly digest: top marketing sources by contact-to-customer conversion countContact2 stepsRun a Breeze agent on record creation, property change or schedule (three trigger patterns)Contact10 steps

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