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Cross-sell recommendation task from complementary product match

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.

Company11 stepsUpdated for HubSpot seat pricing
OutcomeAn account owner gets a specific, named cross-sell recommendation the moment an account's product mix matches a known complementary pairing, instead of a generic "consider upsell" nudge with no product attached.
Workflow maprenewal-expansion-029
Active Products known, no cross-sell task yet leads to Has A, not B?; Has C, not D?. Has A, not B? leads to Yes: Recommend Product B, create task; No: Any match found?. Has C, not D? leads to Yes: Recommend Product D, create task; No: Any match found?. Any match found? leads to No: Set recommendation = None. Yes Yes No No No Active Products known, no cross-sell task yet Has A, not B? Has C, not D? Recommend Product B, create task Recommend Product D, create task Any match found? Set recommendation = None
Active Products known, no cross-sell task yet leads to Has A, not B?; Has C, not D?. Has A, not B? leads to Yes: Recommend Product B, create task; No: Any match found?. Has C, not D? leads to Yes: Recommend Product D, create task; No: Any match found?. Any match found? leads to No: Set recommendation = None. Yes Yes No No No Active Products known, no cross-sell task yet Has A, not B? Has C, not D? Recommend Product B, create task Recommend Product D, create task Any match found? Set recommendation = None

When to use it, when not to

Use it

  • Use it when the product catalog has known, fixed pairings (owning Product A makes Product B a natural next purchase, for example) and those pairings are stable enough to encode as a small set of branches.
  • Use it as a more specific companion to renewal-expansion-010, which only detects single-product accounts in general; this fiche matches an actual product combination to a specific recommended add-on.
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Skip it

  • Do not use it for a large or frequently changing product catalog. A catalog with many products and shifting pairing logic needs a lookup table outside standard workflow branching, which is a custom object or custom code concern at a higher tier.
  • Do not use it on accounts that already own the complementary product; the branches below check for that explicitly.
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The rest of this spec

Prerequisites · 4 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 · 11 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

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

Test plan and UAT script · 10 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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