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Deal stage regression alert (moved backward)

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.

Deal16 stepsUpdated for HubSpot seat pricing
OutcomeThe deal owner and manager get notified when a deal moves backward in the pipeline, so a regression gets a reason logged instead of vanishing quietly into the stage history.
Workflow mapdeal-hygiene-020
Deal stage changes leads to Set Stage Order from stage mapping. Set Stage Order from stage mapping leads to Stage Order less than Stage Order Snapshot?. Stage Order less than Stage Order Snapshot? leads to yes: Set Stage Regression Flag = true; no: Set Stage Regression Flag = false. Set Stage Regression Flag = true leads to Create task for owner. Create task for owner leads to Notify owner and manager. Notify owner and manager leads to Copy Stage Order into Stage Order Snapshot. Set Stage Regression Flag = false leads to Copy Stage Order into Stage Order Snapshot. yes no Deal stage changes Set Stage Order from stage mapping Stage Order less than Stage Order Snapshot? Set Stage Regression Flag = true Set Stage Regression Flag = false Create task for owner Notify owner and manager Copy Stage Order into Stage Order Snapshot
Deal stage changes leads to Set Stage Order from stage mapping. Set Stage Order from stage mapping leads to Stage Order less than Stage Order Snapshot?. Stage Order less than Stage Order Snapshot? leads to yes: Set Stage Regression Flag = true; no: Set Stage Regression Flag = false. Set Stage Regression Flag = true leads to Create task for owner. Create task for owner leads to Notify owner and manager. Notify owner and manager leads to Copy Stage Order into Stage Order Snapshot. Set Stage Regression Flag = false leads to Copy Stage Order into Stage Order Snapshot. yes no Deal stage changes Set Stage Order from stage mapping Stage Order less than Stage Order Snapshot? Set Stage Regression Flag = true Set Stage Regression Flag = false Create task for owner Notify owner and manager Copy Stage Order into Stage Order Snapshot

When to use it, when not to

Use it

  • Use it on pipelines with a clear linear stage order where moving backward is unusual and worth a manager's attention.
  • Use it as the branching companion to deal-hygiene-011's stage-order mapping. This fiche reuses the same stage-to-number pattern to detect direction of movement.
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Skip it

  • Do not use it on pipelines where reps regularly move deals back and forth by design, for example a "requalify" step that is a normal loop. The alert becomes noise.
  • Do not expect this fiche to explain why the deal regressed. It flags the fact, a human still records the reason.
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The rest of this spec

Prerequisites · 5 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 · 16 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 · 14 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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