Outcome. Contacts who use a free calculator or interactive tool get a follow-up sequence branched by their result, so someone with a high-value output hears a different next step than someone whose result suggests they are not ready yet.
Workflow map
Enrollment, branches and actions at a glance
lead-nurturing-045
flowchart TD
A[Form submission: calculator results] --> B{Result >= threshold?}
B -- Yes --> C[Send: worth a conversation, booking link]
C --> D[Create task: high-value result, follow up]
B -- No --> E[Send: how to improve your result]
E --> F[Delay 4 days]
F --> G[Send: try the calculator again]
D --> H[Set calculator_nurture_completed = true]
G --> H
When to use it, when not to
- UseUse when the tool captures a numeric or categorical result and passes it into HubSpot as a hidden form field on submission of the results form (email-gated results).
- UseUse to route higher-value results toward a sales conversation and lower-value results toward more nurturing content.
- SkipDo not use this if the tool does not gate results behind a form (no email captured), since there is no contact to enroll.
- SkipDo not treat the calculator result as a precise qualification signal on its own; use it as one input alongside other scoring or firmographic data, not a sole gate to sales.
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.3 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.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 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 lead nurturing 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.
