HubSpot workflows for sales ops

50 specs1 free30 Professional20 Enterprise

50 written specs for the daily mechanics of a sales team in HubSpot: sequence enrollment and unenrollment, meeting notifications, quote follow-up, tasks and SDR-to-AE handoffs. Use them when SDRs open each qualified contact and click Enroll in sequence by hand.

More about sales ops in HubSpot

First in line: auto-enrollment in a sales sequence when lead status becomes Sales Qualified Lead, an AE notification when a meeting is booked, the SDR-to-AE handoff task, and alerts when a quote is viewed or e-signed. Then the unenrollment rules, on reply, on meeting booked, on deal created. After that, playbook tasks by deal stage, commission records on a custom object, and a guardrail against re-enrollment into an active sequence.

Two traps named in the free spec. If the SDR books the meeting before filling in the SDR notes, the handoff task reaches the AE with empty context. And re-enrollment on every Meeting Scheduled event means a rescheduled meeting creates a second handoff task, so decide whether that duplicate is acceptable.

27 of the 50 start from a contact, the rest from a quote, a deal or a custom object. 30 need Professional, 20 Enterprise.

Free Create SDR-to-AE handoff task when a meeting is booked Contact6 steps The moment an SDR-booked discovery meeting lands on an AE's calendar, the AE gets a task carrying the context they need (who booked it, why, what the SDR learned) instead of walking in cold. Read it in full

All 50 sales ops specs

Most requested first. Professional tier unless marked.

Create SDR-to-AE handoff task when a meeting is bookedContact6 stepsFree Auto-enroll contact in sales sequence when lead status becomes Sales Qualified LeadContact5 stepsEnterprise Notify AE by internal email when a meeting is booked on their calendarContact5 steps Notify rep when a sent quote is viewed by the buyerQuote4 steps Notify rep and manager when a quote is e-signedQuote6 steps Auto-unenroll from sequence when contact replies to a sequence emailContact3 stepsEnterprise Auto-unenroll from sequence when a meeting is bookedContact3 stepsEnterprise Auto-unenroll from sequence when associated deal is createdContact3 stepsEnterprise Create follow-up task when a quote is sent but not viewed after 3 daysQuote6 steps Enroll contact in a short follow-up sequence when quote is viewed but not signed after 5 daysQuote5 stepsEnterprise Task reminder before a quote's expiration dateQuote4 steps Notify rep when a sequence contact opens or clicks 3+ times in a week (buying-intent alert)Contact5 steps Create a "log next step" task automatically after a call is logged with no follow-up setContact5 steps Meeting no-show automatic follow-up sequence enrollmentContact5 stepsEnterprise Notify AE when a booked meeting is rescheduled or canceledContact4 steps Auto-pause a sequence when the contact sets an out-of-office auto-replyContact8 stepsEnterprise Auto-unenroll a contact from all sequences when they unsubscribe from all sales emailContact3 stepsEnterprise Attach a discovery-call playbook link as a task when a deal is createdDeal1 step Trigger the demo-call playbook task when a deal enters the Demo stageDeal1 step Create a commission calculation record on a custom object when a deal is closed wonDeal4 stepsEnterprise Route a commission record to a manager for approval via a custom object workflowCustom7 stepsEnterprise Create or update a territory custom object record when an account is assigned to a territoryCustom4 stepsEnterprise Weekly SDR activity digest (calls and emails logged) sent to the sales managerContact3 steps Alert a rep when a sequence contact goes quiet (no opens or clicks) for 10+ daysContact5 steps SDR-to-AE handoff: create a deal and associate the contact when a meeting outcome is marked qualifiedContact3 steps Notify the sales manager when a quote above a dollar threshold is createdQuote2 steps Notify rep and manager when a quote e-signature is declinedQuote3 steps Daily task digest email to each rep listing due and overdue tasksContact4 steps Bulk-enroll a static list of contacts into a sequence to kick off a campaignContact2 stepsEnterprise Guardrail workflow that prevents re-enrollment into a sequence a contact is already active inContact3 steps Auto-attach the call recording link to the AE handoff task after a qualifying callContact5 steps Create a commission dispute / adjustment record on the commission custom objectCustom5 stepsEnterprise Surface a competitive battlecard task when a competitor name is logged in a deal noteDeal5 stepsEnterprise Block a quote from being marked ready to send until required deal properties are filled inQuote4 steps Auto-create a demo follow-up task a set number of days after the demo call is loggedContact2 steps Notify the SDR manager when a rep has zero active sequence enrollments for a full weekContact6 steps Escalate a manual sequence step to a task when it is overdue by 48 hoursContact6 steps Notify a rep and add the contact to a marketing nurture list when a sequence ends with no replyContact4 steps Multi-touch quote follow-up sequence with three spaced reminder emailsQuote14 steps Generate a playbook checklist of tasks automatically when a deal enters a new stageDeal14 steps Notify a manager when an AE manually edits an auto-generated commission recordCustom2 stepsEnterprise Notify AE and create a handoff task when a territory custom object record changes ownerCustom3 stepsEnterprise Enroll a contact into a persona-specific sequence based on a product-interest propertyContact10 stepsEnterprise Auto-create a quarterly business review task for named accounts using custom object dataCustom5 stepsEnterprise Notify a rep when a sequence contact clicks a pricing-page link during active enrollmentContact4 steps Weekly SDR leaderboard digest (top performers by activity) sent to the teamContact5 steps Auto-unenroll and notify a rep when a contact hits the maximum sequence enrollment limitContact4 stepsEnterprise Create a commission split record for co-selling deals with two ownersCustom4 stepsEnterprise Notify the deal owner and stamp the deal when a HubSpot payment is received (payment links and invoices)Deal6 steps Pre-call research brief generated by a Breeze agent before every deal meetingDeal10 steps

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