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Re-engagement task when a stalled deal gets new activity

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.

Deal3 stepsUpdated for HubSpot seat pricing
OutcomeThe moment a previously stale deal gets a fresh piece of logged activity, the owner gets a task to capitalize on it right away, so renewed interest does not sit unanswered for days.
Workflow mapdeal-hygiene-013
Deal flagged stale, new activity logged leads to Create re-engagement task. Create re-engagement task leads to Notify owner. Notify owner leads to Reset Stale Deal Flag = false. Reset Stale Deal Flag = false leads to Exit. Deal flagged stale, new activity logged Create re-engagement task Notify owner Reset Stale Deal Flag = false Exit
Deal flagged stale, new activity logged leads to Create re-engagement task. Create re-engagement task leads to Notify owner. Notify owner leads to Reset Stale Deal Flag = false. Reset Stale Deal Flag = false leads to Exit. Deal flagged stale, new activity logged Create re-engagement task Notify owner Reset Stale Deal Flag = false Exit

When to use it, when not to

Use it

  • Use it alongside deal-hygiene-001, which sets the Stale Deal Flag property this workflow reads. Deploy that fiche first, or the flag this workflow depends on will never get set.
  • Use it when the actual business problem is not "flag stale deals" (deal-hygiene-001 already does that) but "make sure the rep jumps on it the moment it wakes back up."
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Skip it

  • Do not use it if you are not also running deal-hygiene-001 or an equivalent process, without a workflow setting Stale Deal Flag, this workflow will never enroll a single deal.
  • Do not stack this on top of deal-hygiene-001's own reset step without checking for duplicate notifications, both workflows react to the same activity event in different ways.
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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 · 3 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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