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Cross-sell trigger from single-product account detection

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.

4 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeAn account owner gets a cross-sell task the moment an account settles into using only one product, instead of that account staying single-product for years by default.
Workflow maprenewal-expansion-010
Company: Customer, Active Product Count = 1, no task yet leads to Set Cross-sell Task Created = true. Set Cross-sell Task Created = true leads to Add to Cross-sell Targets list. Add to Cross-sell Targets list leads to Create task for owner. Create task for owner leads to Notify owner. Company: Customer, Active Product Count = 1, no task yet Set Cross-sell Task Created = true Add to Cross-sell Targets list Create task for owner Notify owner
Company: Customer, Active Product Count = 1, no task yet leads to Set Cross-sell Task Created = true. Set Cross-sell Task Created = true leads to Add to Cross-sell Targets list. Add to Cross-sell Targets list leads to Create task for owner. Create task for owner leads to Notify owner. Company: Customer, Active Product Count = 1, no task yet Set Cross-sell Task Created = true Add to Cross-sell Targets list Create task for owner Notify owner

When to use it, when not to

Use it

  • Use it when the number of active products per account is already tracked in HubSpot, whether entered manually by CS or synced from billing.
  • Use it as a prompt for a conversation, not a guarantee the account wants or needs another product; the owner still qualifies the fit before pitching anything.
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Skip it

  • Do not use it if product ownership only exists in a billing system with no sync into HubSpot. This workflow reacts to a property already on the company record; it does not calculate ownership itself.
  • Do not re-run the same cross-sell task every time the workflow re-evaluates the account; the dedupe flag below is required, not optional.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 5 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.

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