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High-value deal alert to sales manager on creation

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.

5 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeA manager gets notified the moment a deal above a set amount threshold is created, so big opportunities get visibility and coaching support from day one instead of surfacing at the next pipeline review.
Workflow mapdeal-hygiene-010
Deal created, amount above threshold leads to Set High Value Deal Flag = true. Set High Value Deal Flag = true leads to Add to static list. Add to static list leads to Manager property known?. Manager property known? leads to yes: Notify manager; no: Notify owner: manager field missing. yes no Deal created, amount above threshold Set High Value Deal Flag = true Add to static list Manager property known? Notify manager Notify owner: manager field missing
Deal created, amount above threshold leads to Set High Value Deal Flag = true. Set High Value Deal Flag = true leads to Add to static list. Add to static list leads to Manager property known?. Manager property known? leads to yes: Notify manager; no: Notify owner: manager field missing. yes no Deal created, amount above threshold Set High Value Deal Flag = true Add to static list Manager property known? Notify manager Notify owner: manager field missing

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 leadership wants early visibility on large deals without waiting for a weekly pipeline report.
  • Use it as a trigger for a manager to join the deal early (call, joint account plan) rather than as a passive log entry.
Read more on when to use itShow less

Skip it

  • Do not set the threshold so low that most deals qualify, the alert stops meaning anything and gets ignored.
  • Do not use this as your only high-value tracking if amount can be edited upward after creation, see deal-hygiene-014 for a change-triggered version.
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 · 5 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

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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Read the free Deal hygiene spec

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More in Deal hygiene

50 specs in this section

See all 50 This category, 39 EUR
FreeStale deal alert: no activity in 14 daysDeal9 steps Deal amount change alert above a thresholdDeal3 steps Multi-threading check: single-contact deal flagged for stall riskDeal7 steps Task creation when a deal enters a pipeline stageDeal4 steps

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