Skip to content
The Workflow Library
Get the full library

Onboarding start date property set on deal closed won

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.

Deal1 stepUpdated for HubSpot seat pricing
OutcomeEvery closed-won deal gets a single, reliable timestamp for when onboarding began, so reporting on time-to-value and onboarding duration has a consistent anchor without depending on any other onboarding workflow being active.
Workflow mapcustomer-onboarding-010
Deal stage = Closed Won, Onboarding Start Date not yet set leads to Set Onboarding Start Date = current date. Deal stage = Closed Won, Onboarding Start Date not yet set Set Onboarding Start Date = current date
Deal stage = Closed Won, Onboarding Start Date not yet set leads to Set Onboarding Start Date = current date. Deal stage = Closed Won, Onboarding Start Date not yet set Set Onboarding Start Date = current date

When to use it, when not to

Use it

  • Use it as the minimum viable version of the onboarding-tracking pattern, when a full handoff task (customer-onboarding-001) or ticket (customer-onboarding-005) is more than the team needs yet, but reporting still matters.
  • Use it alongside those larger fiches too, since they reuse the same property, this one just isolates the single step for teams that want to build it in isolation first.
Read more on when to use itShow less

Skip it

  • Do not use it if Close Date already serves this purpose well enough for your reporting, adding a duplicate property with no distinct meaning is not worth the extra field.
  • Do not use it if onboarding for some deals starts materially later than the close date, for example waiting on a signed order form, a manually set date closer to the true start is more accurate than an automated one.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 1 item

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 · 1 numbered action

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

Known pitfalls · 4

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

Test plan and UAT script · 2 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Customer onboarding spec

Not the workflow you needed?

More in Customer onboarding

50 specs in this section

See all 50 This category, 39 EUR
FreeSales-to-CS handoff task on deal closed wonDeal6 steps Onboarding project ticket created on deal closed wonTicket4 steps Kickoff call scheduling email sent after deal closed wonDeal7 steps Overdue onboarding ticket alert to CS managerTicket5 steps

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.

149 EUR199

Full library, 565 specs
Get the full library