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Deal amount change alert above a threshold

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
OutcomeA 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 mapdeal-hygiene-014
Deal amount edited leads to Above threshold and higher than last snapshot?. Above threshold and higher than last snapshot? leads to yes: Notify manager: crossed threshold; no: Continue. Notify manager: crossed threshold leads to Copy Amount into Amount Snapshot. Continue leads to Copy Amount into Amount Snapshot. yes no Deal amount edited Above threshold and higher than last snapshot? Notify manager: crossed threshold Continue Copy Amount into Amount Snapshot
Deal amount edited leads to Above threshold and higher than last snapshot?. Above threshold and higher than last snapshot? leads to yes: Notify manager: crossed threshold; no: Continue. Notify manager: crossed threshold leads to Copy Amount into Amount Snapshot. Continue leads to Copy Amount into Amount Snapshot. yes no Deal amount edited Above threshold and higher than last snapshot? Notify manager: crossed threshold Continue Copy Amount into Amount Snapshot

When to use it, when not to

Use it

  • Use it for deals that commonly scope up after discovery, a deal created small can silently become a big one without anyone re-flagging it.
  • Use it as the change-triggered complement to deal-hygiene-010, which only catches deals large at creation.
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Skip it

  • Do 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.
  • Do 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.
Read more on when to skip itShow less

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 · 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 · 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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