Skip to content
The Workflow Library
Get the full library

Days-in-current-stage property tracker

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.

Deal7 stepsUpdated for HubSpot seat pricing
OutcomeEvery deal carries a single, always-current "date entered current stage" property, so a report or list filter can flag deals sitting too long in whatever stage they are in, without checking one property per stage.
Workflow mapdeal-hygiene-021
Deal stage changes leads to Set Current Stage Entered Date = now. Set Current Stage Entered Date = now leads to Set Stage Stale Alert Sent = false. Set Stage Stale Alert Sent = false leads to Delay 21 days. Delay 21 days leads to Still same stage as when this run started?. Still same stage as when this run started? leads to yes: Notify owner, set alert sent = true; no: Exit, deal already re-enrolled under new stage. yes no Deal stage changes Set Current Stage Entered Date = now Set Stage Stale Alert Sent = false Delay 21 days Still same stage as when this run started? Notify owner, set alert sent = true Exit, deal already re-enrolled under new stage
Deal stage changes leads to Set Current Stage Entered Date = now. Set Current Stage Entered Date = now leads to Set Stage Stale Alert Sent = false. Set Stage Stale Alert Sent = false leads to Delay 21 days. Delay 21 days leads to Still same stage as when this run started?. Still same stage as when this run started? leads to yes: Notify owner, set alert sent = true; no: Exit, deal already re-enrolled under new stage. yes no Deal stage changes Set Current Stage Entered Date = now Set Stage Stale Alert Sent = false Delay 21 days Still same stage as when this run started? Notify owner, set alert sent = true Exit, deal already re-enrolled under new stage

When to use it, when not to

Use it

  • Use it when the native per-stage properties, a separate date-entered and time-in-stage pair for every stage, make list building and reporting cumbersome, because you would need to check all of them to catch "any stage, too long."
  • Use it as the property foundation other fiches build alerts on top of, see deal-hygiene-006 for a per-stage wait-until nudge, and deal-hygiene-020 for regression detection.
Read more on when to use itShow less

Skip it

  • Do not use it expecting a live, constantly-incrementing "days in stage" number. HubSpot workflows do not run on a timer that updates a number every day on their own. This fiche stores a date and lets a report or list filter compute the elapsed time relative to today.
  • Do not duplicate the native per-stage properties if your reporting already reads them fine. Check what already exists before building.
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 · 7 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Deal hygiene spec

Not the workflow you needed?

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 Wait until deal stage advances (14-day expiry), else nudge ownerDeal10 steps Deal stage regression alert (moved backward)Deal16 steps Exclude sandbox and test deals from hygiene reportingDeal4 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library