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No logged activity since deal creation 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.

Deal6 stepsUpdated for HubSpot seat pricing
OutcomeA 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 mapdeal-hygiene-043
Deal created, open leads to Delay 7 business days. Delay 7 business days leads to Last Activity Date still unknown and deal still open?. Last Activity Date still unknown and deal still open? leads to yes: Set No Activity Since Creation Flag = true; no: Exit. Set No Activity Since Creation Flag = true leads to Create task for owner. Create task for owner leads to Notify owner. yes no Deal created, open Delay 7 business days Last Activity Date still unknown and deal still open? Set No Activity Since Creation Flag = true Exit Create task for owner Notify owner
Deal created, open leads to Delay 7 business days. Delay 7 business days leads to Last Activity Date still unknown and deal still open?. Last Activity Date still unknown and deal still open? leads to yes: Set No Activity Since Creation Flag = true; no: Exit. Set No Activity Since Creation Flag = true leads to Create task for owner. Create task for owner leads to Notify owner. yes no Deal created, open Delay 7 business days Last Activity Date still unknown and deal still open? Set No Activity Since Creation Flag = true Exit Create task for owner Notify owner

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 as the creation-time counterpart to deal-hygiene-001, which only fires once Last Activity Date exists and then goes stale, this fiche catches the case where that date never got populated in the first place.
  • Use it on inbound or auto-created deals where a rep sometimes lets a new deal sit untouched, assuming someone else will pick it up.
Read more on when to use itShow less

Skip it

  • Do 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.
  • Do not use the same 7-day threshold this fiche defaults to without checking it against your actual response-time targets, adjust with sales leadership.
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 · 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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