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Deal reactivation workflow from Closed Lost

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.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeA deal manually moved out of Closed Lost back into an open stage gets its lost-reason fields cleared and a re-qualification task created automatically, so a reopened deal does not carry stale loss data into a fresh sales cycle.
Workflow mapdeal-hygiene-033
Deal stage changes to an open stage, loss reason previously populated leads to Clear Closed Lost Reason. Clear Closed Lost Reason leads to Clear Competitor. Clear Competitor leads to Create re-qualification task for owner. Create re-qualification task for owner leads to Notify manager of the reactivation. Deal stage changes to an open stage, loss reason previously populated Clear Closed Lost Reason Clear Competitor Create re-qualification task for owner Notify manager of the reactivation
Deal stage changes to an open stage, loss reason previously populated leads to Clear Closed Lost Reason. Clear Closed Lost Reason leads to Clear Competitor. Clear Competitor leads to Create re-qualification task for owner. Create re-qualification task for owner leads to Notify manager of the reactivation. Deal stage changes to an open stage, loss reason previously populated Clear Closed Lost Reason Clear Competitor Create re-qualification task for owner Notify manager of the reactivation

When to use it, when not to

Use it

  • Use it when reps sometimes reopen a lost deal instead of creating a new one, for example when a prospect who said no comes back a few months later.
  • Use it to reset the record cleanly, not to decide whether reopening was the right call, that judgment stays with the rep and manager.
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Skip it

  • Do not use it if your team's policy is to always create a brand-new deal for a returning prospect and never reopen a Closed Lost record. In that case this fiche does not apply, build deal-hygiene-024's follow-up task instead.
  • Do not use it as a substitute for actually re-qualifying the opportunity, the task this fiche creates is a reminder, not a qualification checklist by itself.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 2 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 · 4 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 · 3 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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