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Email associated contacts when their company raises funding (Breeze Intelligence signal)

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 at a company that just raised money get one timed email about it, sent only to people who are not customers, not inside an open deal, and not already on the receiving end of another signal email this quarter.
Workflow maplead-nurturing-050
Total money raised is known, contact not customer leads to Copy company figure to contact. Copy company figure to contact leads to Delay 1 day. Delay 1 day leads to Company over 200 employees?. Company over 200 employees? leads to Yes: Send: Funding larger org angle; No: Send: Funding smaller org angle. Send: Funding larger org angle leads to Set funding_signal_email_sent = today. Send: Funding smaller org angle leads to Set funding_signal_email_sent = today. Set funding_signal_email_sent = today leads to Delay 5 days. Delay 5 days leads to Clicked the funding email?. Clicked the funding email? leads to Yes: Create task for contact owner; No: End. Yes No Yes No Total money raised is known, contact not customer Copy company figure to contact Delay 1 day Company over 200 employees? Send: Funding larger org angle Send: Funding smaller org angle Set funding_signal_email_sent = today Delay 5 days Clicked the funding email? Create task for contact owner End
Total money raised is known, contact not customer leads to Copy company figure to contact. Copy company figure to contact leads to Delay 1 day. Delay 1 day leads to Company over 200 employees?. Company over 200 employees? leads to Yes: Send: Funding larger org angle; No: Send: Funding smaller org angle. Send: Funding larger org angle leads to Set funding_signal_email_sent = today. Send: Funding smaller org angle leads to Set funding_signal_email_sent = today. Set funding_signal_email_sent = today leads to Delay 5 days. Delay 5 days leads to Clicked the funding email?. Clicked the funding email? leads to Yes: Create task for contact owner; No: End. Yes No Yes No Total money raised is known, contact not customer Copy company figure to contact Delay 1 day Company over 200 employees? Send: Funding larger org angle Send: Funding smaller org angle Set funding_signal_email_sent = today Delay 5 days Clicked the funding email? Create task for contact owner End

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 when your offer gets easier to buy right after a raise: new headcount, new tooling budget, a new market to open.
  • Use it only when Breeze Intelligence company enrichment is switched on and has already run on the accounts you care about. The workflow reads an enriched property, so no enrichment means no enrollment at all.
Read more on when to use itShow less

Skip it

  • Do not use it without the add-on. There is no free fallback source for funding data inside the CRM, and the fiche does not pretend otherwise.
  • Do not treat it as an account-level send. This is a contact workflow, so every associated contact that passes the filters gets a copy. Cap the audience before you turn it on, see Known pitfalls.
  • Do not send it to existing customers. That news belongs to the account or CS owner, see Variants.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 8 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 5 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 · 6

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 6 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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