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Stalled-lead recycling nurture (aging without progressing)

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: Marketing Hub Professional.

Contact9 stepsUpdated for HubSpot seat pricing
OutcomeContacts who have sat in the Lead lifecycle stage past a set number of days without an open deal get a short check-in sequence that either revives them or flags them for a lead status reset, instead of aging silently in a list nobody reviews.
Workflow maplead-nurturing-032
Lead 45+ days, no deal leads to Send: Still interested check-in. Send: Still interested check-in leads to Wait until clicked, max 5 days. Wait until clicked, max 5 days leads to Clicked: Set hs_lead_status = Open; No click, timed out: Send: one more resource. Set hs_lead_status = Open leads to Create task: re-engaged, follow up. Create task: re-engaged, follow up leads to Set stalled_lead_recycled = true. Send: one more resource leads to Delay 5 days. Delay 5 days leads to Set hs_lead_status = Attempted to Contact. Set hs_lead_status = Attempted to Contact leads to Set stalled_lead_recycled = true. Clicked No click, timed out Lead 45+ days, no deal Send: Still interested check-in Wait until clicked, max 5 days Set hs_lead_status = Open Send: one more resource Create task: re-engaged, follow up Delay 5 days Set hs_lead_status = Attempted to Contact Set stalled_lead_recycled = true
Lead 45+ days, no deal leads to Send: Still interested check-in. Send: Still interested check-in leads to Wait until clicked, max 5 days. Wait until clicked, max 5 days leads to Clicked: Set hs_lead_status = Open; No click, timed out: Send: one more resource. Set hs_lead_status = Open leads to Create task: re-engaged, follow up. Create task: re-engaged, follow up leads to Set stalled_lead_recycled = true. Send: one more resource leads to Delay 5 days. Delay 5 days leads to Set hs_lead_status = Attempted to Contact. Set hs_lead_status = Attempted to Contact leads to Set stalled_lead_recycled = true. Clicked No click, timed out Lead 45+ days, no deal Send: Still interested check-in Wait until clicked, max 5 days Set hs_lead_status = Open Send: one more resource Create task: re-engaged, follow up Delay 5 days Set hs_lead_status = Attempted to Contact Set stalled_lead_recycled = true

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

When to use it, when not to

Use it

  • Use for contacts stuck at Lead with no deal and no recent activity, where sales has stopped following up because the lead looks cold.
  • Use as a scheduled safety net running alongside active nurture tracks, not as a replacement for them.
Read more on when to use itShow less

Skip it

  • Do not use on contacts already inside another active nurture (check nurture_track or the equivalent property from the account's other workflows first) since this can duplicate sends.
  • Do not use this for high-value named accounts under active manual sales pursuit; exclude those with a static list or an owner-assigned filter.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 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 · 9 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 · 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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