Outcome. A 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 map
Enrollment, branches and actions at a glance
lead-routing-047
flowchart TD
A[Quote Status changes to EXPIRED] --> B{Deal already closed?}
B -->|No| C[Notify deal owner, create same-day follow-up task]
B -->|Yes| D[End, no action]
When to use it, when not to
- UseUse 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.
- UseUse 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.
- SkipDo not use it if quotes are sent through an external system not
synced to HubSpot's
Quote Statusproperty; this fiche depends on that property updating natively. - SkipDo 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.
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.4 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 routing 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.
