Outcome. A deal that has sat open for a week with zero logged activity gets flagged and the owner nudged, catching a deal that stalled before it ever really started, which deal-hygiene-001's "last activity" check cannot see since there is no last activity date to compare against yet.
Workflow map
Enrollment, branches and actions at a glance
deal-hygiene-043
flowchart TD
A[Deal created, open] --> B[Delay 7 business days]
B --> C{Last Activity Date still unknown and deal still open?}
C -->|yes| D[Set No Activity Since Creation Flag = true]
D --> E[Create task for owner]
E --> F[Notify owner]
C -->|no| G[Exit]
When to use it, when not to
- UseUse it as the creation-time counterpart to deal-hygiene-001, which
only fires once
Last Activity Dateexists and then goes stale, this fiche catches the case where that date never got populated in the first place. - UseUse it on inbound or auto-created deals where a rep sometimes lets a new deal sit untouched, assuming someone else will pick it up.
- SkipDo not use it on deals created from a source that legitimately has no immediate activity expected, for example a deal auto-created from a signed contract upload where the "activity" already happened outside HubSpot.
- SkipDo not use the same 7-day threshold this fiche defaults to without checking it against your actual response-time targets, adjust with sales leadership.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.6 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the deal hygiene pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
