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Missing deal description flag at negotiation stage

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.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeA deal reaching Negotiation with a blank description gets a task for the owner to fill it in, so anyone picking up the deal later, including a manager reviewing forecast or a rep covering for absence, has context instead of a blank field.
Workflow mapdeal-hygiene-036
Deal enters Negotiation, description blank leads to Create task for owner. Create task for owner leads to Notify owner. Notify owner leads to Delay 3 business days. Delay 3 business days leads to Description still blank?. Description still blank? leads to yes: Send reminder notification; no: Exit, description was filled in. yes no Deal enters Negotiation, description blank Create task for owner Notify owner Delay 3 business days Description still blank? Send reminder notification Exit, description was filled in
Deal enters Negotiation, description blank leads to Create task for owner. Create task for owner leads to Notify owner. Notify owner leads to Delay 3 business days. Delay 3 business days leads to Description still blank?. Description still blank? leads to yes: Send reminder notification; no: Exit, description was filled in. yes no Deal enters Negotiation, description blank Create task for owner Notify owner Delay 3 business days Description still blank? Send reminder notification Exit, description was filled in

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it once a deal is far enough along that "what is this deal actually about" should be answered in a sentence or two, not still unclear.
  • Use it as a light nudge, not a hard gate, unless paired with the native required-property-per-stage setting.
Read more on when to use itShow less

Skip it

  • Do not use it at earlier stages where the description genuinely may not be settled yet, for example right after a deal is created from a form submission.
  • Do not use it if your team already fills in the description automatically from a call transcript or deal-creation template, check the actual field population rate before assuming this gap exists.
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 · 6 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 4

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.

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