Skip to content
The Workflow Library
Get the full library

Exclude sandbox and test deals from hygiene reporting

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.

4 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeTest and sandbox deals get tagged and pulled into a dedicated list, so every other hygiene workflow and dashboard in this category can exclude them cleanly instead of every fiche re-inventing its own exclusion logic.
Workflow mapdeal-hygiene-038
Deal marked Is Test Deal true, or in sandbox pipeline leads to Add to Excluded from hygiene reporting list. Add to Excluded from hygiene reporting list leads to Deal later marked not test and not in sandbox pipeline?. Deal later marked not test and not in sandbox pipeline? leads to yes: Remove from list, exit; no: Stay on list, exit. yes no Deal marked Is Test Deal true, or in sandbox pipeline Add to Excluded from hygiene reporting list Deal later marked not test and not in sandbox pipeline? Remove from list, exit Stay on list, exit
Deal marked Is Test Deal true, or in sandbox pipeline leads to Add to Excluded from hygiene reporting list. Add to Excluded from hygiene reporting list leads to Deal later marked not test and not in sandbox pipeline?. Deal later marked not test and not in sandbox pipeline? leads to yes: Remove from list, exit; no: Stay on list, exit. yes no Deal marked Is Test Deal true, or in sandbox pipeline Add to Excluded from hygiene reporting list Deal later marked not test and not in sandbox pipeline? Remove from list, exit Stay on list, exit

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 before activating any other deal-hygiene workflow in a portal that has training pipelines, QA deals, or demo data mixed in with real pipeline.
  • Use it as the shared foundation other fiches in this category reference (deal-hygiene-001, deal-hygiene-014, deal-hygiene-015, deal-hygiene-025, and others point back to this exclusion pattern) (check in your portal: several earlier fiches in this pack reference "deal-hygiene-037" for this sandbox-exclusion pattern rather than deal-hygiene-038, this is a numbering inconsistency in the pack, deal-hygiene-037 is the multi-threading fiche, this fiche, deal-hygiene-038, is the actual sandbox-exclusion build, cross-check the reference before relying on it).
Read more on when to use itShow less

Skip it

  • Do not use it if test deals already live in a completely separate pipeline that every report and workflow already filters out by pipeline ID, in that case this fiche adds nothing.
  • Do not use it as a substitute for actually deleting genuinely obsolete test records, a flag keeps them out of reports, it does not clean up the CRM.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 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 Deal amount change alert above a thresholdDeal3 steps Discount approval before a deal can move to Closed WonDeal6 steps Weighted pipeline value property (amount x probability)Deal7 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