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Close date pushed too many times flag

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
OutcomeA deal whose close date keeps getting pushed later gets flagged after a set number of pushes, surfacing a forecast risk that a single delayed close date does not show on its own.
Workflow mapdeal-hygiene-027
Close Date changes leads to Close Date greater than Close Date Snapshot?. Close Date greater than Close Date Snapshot? leads to yes, push: Increase Close Date Push Count by 1; no, first time or earlier: Copy Close Date into Close Date Snapshot. Increase Close Date Push Count by 1 leads to Push Count >= 3?. Push Count >= 3? leads to yes: Set Push Flag = true, task + notify owner and manager; no: Copy Close Date into Close Date Snapshot. Set Push Flag = true, task + notify owner and manager leads to Copy Close Date into Close Date Snapshot. yes, push yes no no, first time or earlier Close Date changes Close Date greater than Close Date Snapshot? Increase Close Date Push Count by 1 Push Count >= 3? Set Push Flag = true, task + notify owner and manager Copy Close Date into Close Date Snapshot
Close Date changes leads to Close Date greater than Close Date Snapshot?. Close Date greater than Close Date Snapshot? leads to yes, push: Increase Close Date Push Count by 1; no, first time or earlier: Copy Close Date into Close Date Snapshot. Increase Close Date Push Count by 1 leads to Push Count >= 3?. Push Count >= 3? leads to yes: Set Push Flag = true, task + notify owner and manager; no: Copy Close Date into Close Date Snapshot. Set Push Flag = true, task + notify owner and manager leads to Copy Close Date into Close Date Snapshot. yes, push yes no no, first time or earlier Close Date changes Close Date greater than Close Date Snapshot? Increase Close Date Push Count by 1 Push Count >= 3? Set Push Flag = true, task + notify owner and manager Copy Close Date into Close Date Snapshot

When to use it, when not to

Use it

  • Use it on deals where forecast accuracy depends on the close date being a real commitment, not a placeholder that quietly slides every review cycle.
  • Use it as the counting companion to deal-hygiene-003 (a single overdue close date alert). This fiche tracks the pattern across multiple edits instead of one overdue moment.
Read more on when to use itShow less

Skip it

  • Do not use it on pipelines with naturally long, uncertain cycles, enterprise procurement or public sector, where a close date moving is expected and not a red flag by itself.
  • Do not treat the push count as proof of a stalled deal. Pair it with deal-hygiene-001's activity check before assuming the deal is actually at risk.
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 · 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 · 5 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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