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Contract signature confirmation notice to legal and ops

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.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeThe moment a signed contract is recorded on a deal, legal and operations get one notification with the key terms, instead of waiting to hear about it secondhand or digging through the deal record themselves.
Workflow mapcustomer-onboarding-044
Contract Signed Date known leads to Send notification to legal and ops. Send notification to legal and ops leads to Set Legal Ops Notified Date. Contract Signed Date known Send notification to legal and ops Set Legal Ops Notified Date
Contract Signed Date known leads to Send notification to legal and ops. Send notification to legal and ops leads to Set Legal Ops Notified Date. Contract Signed Date known Send notification to legal and ops Set Legal Ops Notified Date

When to use it, when not to

Use it

  • Use it when legal or ops need to know about a signed contract promptly for their own recordkeeping, entitlement setup, or invoicing schedule, independent of the CS handoff in customer-onboarding-001.
  • Use it when contract signature is tracked as a property on the deal (set either manually or by an e-signature tool integration), not only inferred from the deal stage.
Read more on when to use itShow less

Skip it

Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 2 numbered actions

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.

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