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Research company news when a deal enters Proposal and post the brief as a note for the owner

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal12 stepsUpdated for HubSpot seat pricing
OutcomeWhen a deal reaches the proposal stage, the owner finds a note on the deal with recent news about the buyer's company, in time to adjust the proposal before sending it.
Workflow mapai-agents-005
Deal enters Proposal stage leads to Associated company has a domain. Associated company has a domain leads to No: Set status no company and create task; Yes: Research company news. Research company news leads to Output known. Output known leads to No: Set status empty and create manual check task; Yes: Write brief to property and stamp time. Write brief to property and stamp time leads to Create note on deal and notify owner. No Yes No Yes Deal enters Proposal stage Associated company has a domain Set status no company and create task Research company news Output known Set status empty and create manual check task Write brief to property and stamp time Create note on deal and notify owner
Deal enters Proposal stage leads to Associated company has a domain. Associated company has a domain leads to No: Set status no company and create task; Yes: Research company news. Research company news leads to Output known. Output known leads to No: Set status empty and create manual check task; Yes: Write brief to property and stamp time. Write brief to property and stamp time leads to Create note on deal and notify owner. No Yes No Yes Deal enters Proposal stage Associated company has a domain Set status no company and create task Research company news Output known Set status empty and create manual check task Write brief to property and stamp time Create note on deal and notify owner

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it when proposals go to mid-size and large companies that appear in the news: funding, acquisitions, leadership changes, layoffs, new markets. Any of these can change the scope or the timing of a proposal.
  • Use it when reps write proposals from a template and rarely check what happened at the account since the first call.
Read more on when to use itShow less

Skip it

  • Do not use it for small local businesses. There is no news to find, each run still spends credits, and the fallback task becomes noise.
  • Do not use it as a monitoring feed across all target accounts. This spec runs once, at one stage. For a funding signal on target companies, see lead-routing-050. For a full agent brief before a meeting, see sales-ops-050.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 8 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 12 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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