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Create a task for the account owner when a target company raises funding (Breeze Intelligence)

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.

Company6 stepsUpdated for HubSpot seat pricing
OutcomeThe rep who owns a target account gets one task, with the funding figure in the body and a due date, on the day the account's funding data changes, instead of reading about the round in the press three weeks later.
Workflow maplead-routing-050
Total money raised changes on a target account leads to Company owner known?. Company owner known? leads to Yes: Create task for company owner, due in 2 days; No: Internal email to sales ops. Create task for company owner, due in 2 days leads to In-app notification to the owner. In-app notification to the owner leads to Set funding_signal_task_created = today. Internal email to sales ops leads to Create task for sales ops, due in 1 day. Create task for sales ops, due in 1 day leads to Set funding_signal_task_created = today. Yes No Total money raised changes on a target account Company owner known? Create task for company owner, due in 2 days Internal email to sales ops In-app notification to the owner Create task for sales ops, due in 1 day Set funding_signal_task_created = today
Total money raised changes on a target account leads to Company owner known?. Company owner known? leads to Yes: Create task for company owner, due in 2 days; No: Internal email to sales ops. Create task for company owner, due in 2 days leads to In-app notification to the owner. In-app notification to the owner leads to Set funding_signal_task_created = today. Internal email to sales ops leads to Create task for sales ops, due in 1 day. Create task for sales ops, due in 1 day leads to Set funding_signal_task_created = today. Yes No Total money raised changes on a target account Company owner known? Create task for company owner, due in 2 days Internal email to sales ops In-app notification to the owner Create task for sales ops, due in 1 day Set funding_signal_task_created = today

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 you run a named target account list and reps are expected to act on account news rather than wait for a marketing touch.
  • Use it when the company owner is filled on those accounts. A task with no assignee goes nowhere.

Skip it

  • Do not fire it on every enriched company. An unfiltered version drops a task on every record the enrichment touches, and reps stop reading their task queue within a week.
  • Do not run it alongside lead-nurturing-050 on the same accounts without deciding who speaks first. Pick the sales task or the marketing email per segment, not both on the same day.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 7 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 · 6 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 · 4 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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