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Combined "at risk" tag from stage plus inactivity

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.

Deal11 stepsUpdated for HubSpot seat pricing
OutcomeA single "at risk" flag combines pipeline stage and inactivity into one signal, so a list or dashboard can surface deals worth a manager's attention without cross-referencing two separate reports.
Workflow mapdeal-hygiene-022
Deal in risk stage leads to Last Activity more than 10 days ago?. Last Activity more than 10 days ago? leads to no: Amount greater than 20000?; yes: Amount greater than 20000?. Amount greater than 20000? leads to yes: Flag = true, reason = stage-only; no: Flag = false, reason = none. Amount greater than 20000? leads to yes: Flag = true, reason = stage-and-inactivity; no: Flag = true, reason = inactivity-only. no yes no yes yes no Deal in risk stage Last Activity more than 10 days ago? Amount greater than 20000? Amount greater than 20000? Flag = true, reason = stage-only Flag = false, reason = none Flag = true, reason = stage-and- inactivity Flag = true, reason = inactivity-only
Deal in risk stage leads to Last Activity more than 10 days ago?. Last Activity more than 10 days ago? leads to no: Amount greater than 20000?; yes: Amount greater than 20000?. Amount greater than 20000? leads to yes: Flag = true, reason = stage-only; no: Flag = false, reason = none. Amount greater than 20000? leads to yes: Flag = true, reason = stage-and-inactivity; no: Flag = true, reason = inactivity-only. no yes no yes yes no Deal in risk stage Last Activity more than 10 days ago? Amount greater than 20000? Flag = true, reason = stage-only Flag = false, reason = none Amount greater than 20000? Flag = true, reason = stage-and- inactivity Flag = true, reason = inactivity-only

When to use it, when not to

Use it

  • Use it once deal-hygiene-001 (inactivity alone) is already running and stage-only signals are not catching everything. This fiche layers stage and inactivity together.
  • Use it as a triage flag for a weekly pipeline review, not as an automatic escalation. The combined condition is intentionally broader than either signal alone.
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Skip it

  • Do not use it if your pipeline stages are not a good proxy for risk, for example a pipeline where "negotiation" is a fast, healthy stage. The stage list needs to be agreed with sales leadership first.
  • Do not stack this on top of deal-hygiene-001 and deal-hygiene-006 without deciding which one owns the actual owner notification. Running three alerting workflows on the same deal creates redundant noise.
Read more on when to skip itShow less

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 · 11 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 · 6 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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