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Orphaned deal cleanup list (no owner, no contact, no company)

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.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeDeals missing an owner, a contact, or a company land on one list ranked by amount, so cleanup effort starts with the deals that actually matter financially instead of a random crawl through the pipeline.
Workflow mapdata-quality-033
Deal missing owner, contact, or company leads to Set Orphan flag: Missing owner or association. Set Orphan flag: Missing owner or association leads to Create task for sales ops owner. Deal missing owner, contact, or company Set Orphan flag: Missing owner or association Create task for sales ops owner
Deal missing owner, contact, or company leads to Set Orphan flag: Missing owner or association. Set Orphan flag: Missing owner or association leads to Create task for sales ops owner. Deal missing owner, contact, or company Set Orphan flag: Missing owner or association Create task for sales ops owner

When to use it, when not to

Use it

  • Use it on pipelines where deals can be created without an owner or an association, from an integration, an import, or a form-to-deal automation, and these gaps quietly hurt forecast accuracy and reporting.
  • Use it as an ongoing filter-based flag, not a one-time cleanup. New orphaned deals keep appearing as long as the creation paths that allow it stay open.
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Skip it

  • Do not use it to auto-assign an owner or auto-associate a record. Guessing the right owner or contact from partial data is a decision for a human, this fiche only surfaces the gap.
  • Do not use it on pipelines where deals are deliberately created without a contact or company at an early stage, for example a pure inbound unqualified stage. Add a stage exclusion so early-stage deals are not flagged before an association is expected.
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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 · 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 · 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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