Deal amount change alert above a threshold

Outcome. A manager gets notified whenever an edit pushes a deal's amount above an agreed threshold for the first time, catching growing opportunities that started small and only later became worth extra attention.

Workflow map Enrollment, branches and actions at a glance deal-hygiene-014

flowchart TD
    A[Deal amount edited] --> B{Above threshold and higher than last snapshot?}
    B -->|yes| C[Notify manager: crossed threshold]
    B -->|no| D[Continue]
    C --> E[Copy Amount into Amount Snapshot]
    D --> E

When to use it, when not to

• UseUse it for deals that commonly scope up after discovery, a deal created small can silently become a big one without anyone re-flagging it.
• UseUse it as the change-triggered complement to deal-hygiene-010, which only catches deals large at creation.
• SkipDo not expect this fiche to compute a percentage or dollar-amount delta, standard HubSpot workflow actions cannot do arithmetic between two properties, see Known pitfalls for what this version actually detects.
• SkipDo not use it if amount edits are frequent and mostly small corrections rather than real scope changes, the threshold-crossing notification will fire once per crossing but repeated back-and-forth edits around the threshold will still notify each time.