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Notify deal owner and manager on 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.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeThe deal owner and their manager both get an immediate notification the moment a deal is marked Closed Won, so wins get recognized and downstream teams find out without waiting for a manual update.
Workflow mapdeal-hygiene-007
Deal stage = Closed Won leads to Notify owner. Notify owner leads to Manager property known?. Manager property known? leads to yes: Notify manager; no: Create task: fix missing manager field. yes no Deal stage = Closed Won Notify owner Manager property known? Notify manager Create task: fix missing manager field
Deal stage = Closed Won leads to Notify owner. Notify owner leads to Manager property known?. Manager property known? leads to yes: Notify manager; no: Create task: fix missing manager field. yes no Deal stage = Closed Won Notify owner Manager property known? Notify manager Create task: fix missing manager field

When to use it, when not to

Use it

  • Use it as the simplest possible win-visibility workflow, one trigger, two notifications, nothing else.
  • Use it as a base you extend later with a Slack action or a handoff task (see deal-hygiene-023 and deal-hygiene-030) once the simple version is stable.
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Skip it

  • Do not use it as your only Closed Won automation if you also need a CS handoff or invoicing kickoff, those are separate fiches with their own criteria and should not be crammed into this one.
  • Do not use it if "manager" has no clean data source in your portal yet, the manager notification step will silently fail to resolve a recipient (see Known pitfalls).
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The rest of this spec

Prerequisites · 2 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 · 4 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 · 4 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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See all 50 This category, 39 EUR
FreeStale deal alert: no activity in 14 daysDeal9 steps Closed-won handoff flag to Customer SuccessDeal3 steps Notify finance and ops on Closed Won for invoicing kickoffDeal3 steps Task creation when a deal enters a pipeline stageDeal4 steps

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