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First product login updates onboarding health score

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: Data Hub Professional.

Contact6 stepsUpdated for HubSpot seat pricing
OutcomeThe moment a new customer's contact record shows a first product login, a custom coded action pulls a quick usage snapshot from the product and adds a login-based component to the onboarding health score, so "did they actually start using it" is measured, not assumed.
Workflow mapcustomer-onboarding-027
First Login Date known, Login Health Component unknown leads to Custom code: call product API. Custom code: call product API leads to Set Login Health Component. Set Login Health Component leads to Set Features Used At First Login. Set Features Used At First Login leads to Custom code result_code = error?. Custom code result_code = error? leads to Yes: Alert Operations owner with error message; No: End. Yes No First Login Date known, Login Health Component unknown Custom code: call product API Set Login Health Component Set Features Used At First Login Custom code result_code = error? Alert Operations owner with error message End
First Login Date known, Login Health Component unknown leads to Custom code: call product API. Custom code: call product API leads to Set Login Health Component. Set Login Health Component leads to Set Features Used At First Login. Set Features Used At First Login leads to Custom code result_code = error?. Custom code result_code = error? leads to Yes: Alert Operations owner with error message; No: End. Yes No First Login Date known, Login Health Component unknown Custom code: call product API Set Login Health Component Set Features Used At First Login Custom code result_code = error? Alert Operations owner with error message End

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 your product can write a login timestamp to a HubSpot contact property, either through an existing integration, a native webhook trigger, or a scheduled sync, and you want that event to feed into onboarding health scoring rather than sit unused.
  • Use it alongside customer-onboarding-018, this fiche produces one input component, Login Health Component, meant to feed a broader health score, it does not replace the full score.
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Skip it

  • Do not use it if your product has no way to report login events to HubSpot at all, there is no workaround inside HubSpot for detecting activity in a system it cannot observe, get the integration piece built first.
  • Do not use it if a simple "logged in yes/no" checkbox is enough, skip the custom code and just set a checkbox directly from the integration, save the custom code action for when you need the richer usage snapshot this fiche pulls back.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 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 · 6 numbered actions

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 · 3 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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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