Skip to content
The Workflow Library
Get the full library

Route abandoned-quote leads back to original deal owner

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.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeA deal owner gets a clear nudge the moment their own quote goes stale, instead of an abandoned quote sitting unnoticed until a pipeline review surfaces it weeks later.
Workflow maplead-routing-047
Quote Status changes to EXPIRED leads to Deal already closed?. Deal already closed? leads to No: Notify deal owner, create same-day follow-up task; Yes: End, no action. No Yes Quote Status changes to EXPIRED Deal already closed? Notify deal owner, create same-day follow-up task End, no action
Quote Status changes to EXPIRED leads to Deal already closed?. Deal already closed? leads to No: Notify deal owner, create same-day follow-up task; Yes: End, no action. No Yes Quote Status changes to EXPIRED Deal already closed? Notify deal owner, create same-day follow-up task End, no action

When to use it, when not to

Use it

  • Use it whenever quotes are sent through HubSpot's native Quotes tool and reps do not currently get a reliable signal when a quote expires without being accepted.
  • Use it as a same-owner follow-up nudge, not a reassignment; the deal owner who sent the quote is the one being reminded to act on it.
Read more on when to use itShow less

Skip it

  • Do not use it if quotes are sent through an external system not synced to HubSpot's Quote Status property; this fiche depends on that property updating natively.
  • Do not use it to replace a broader stale-deal workflow; this fiche is specifically about the quote lifecycle, see deal-hygiene for general dormant-deal handling.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 3 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 · 4 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Lead routing spec

Not the workflow you needed?

More in Lead routing

50 specs in this section

See all 50 This category, 39 EUR
FreeRound-robin lead assignment by territoryContact15 steps Route re-engaged (previously closed-lost) contacts back to original ownerContact6 steps New lead auto-assignment by owner rotationContact3 steps First-contact SLA timer with owner reminder taskContact11 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library