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Add new customer to onboarding reporting static list

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: Marketing Hub Professional.

Contact1 stepUpdated for HubSpot seat pricing
OutcomeEvery contact that becomes a customer lands on one static list, giving marketing and CS ops a single, stable count and roster to build reports and dashboards from.
Workflow mapcustomer-onboarding-015
Lifecycle stage becomes Customer leads to Add to New Customers - Onboarding Reporting list. Lifecycle stage becomes Customer Add to New Customers - Onboarding Reporting list
Lifecycle stage becomes Customer leads to Add to New Customers - Onboarding Reporting list. Lifecycle stage becomes Customer Add to New Customers - Onboarding Reporting list

When to use it, when not to

Use it

  • Use it as the simplest possible reporting building block, when no dedicated onboarding tracking exists yet on the contact object.
  • Use it alongside the deal-based fiches in this category, a static list at the contact level often makes marketing reporting easier than pulling from deal records directly.
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Skip it

  • Do not use it if the team already reports off Lifecycle stage = Customer directly in a saved report or list, a static list adds a second source of truth that has to be kept in sync with no extra benefit in that case.
  • Do not use it if one contact can represent multiple deals or accounts over time, the list will count the person once, not once per deal, decide up front whether that matches what the report needs to answer.
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The rest of this spec

Prerequisites · 3 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 · 1 numbered action

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

Known pitfalls · 5

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.

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