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Weekly Slack digest: deals moved to negotiation/verbal stage this week

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.

Deal2 stepsUpdated for HubSpot seat pricing
OutcomeOnce a week, the sales channel gets one message listing every deal that entered the negotiation or verbal-commitment stage that week, so momentum near the end of the pipeline is visible without opening a report.
Workflow mapreporting-alerts-012
Weekly schedule: Monday 08:00 leads to Dashboard report renders: deals entering negotiation stage, last 7 days. Dashboard report renders: deals entering negotiation stage, last 7 days leads to Includes amount, owner, days in stage per deal. Includes amount, owner, days in stage per deal leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 08:00 Dashboard report renders: deals entering negotiation stage, last 7 days Includes amount, owner, days in stage per deal Email sent to Slack channel inbound address
Weekly schedule: Monday 08:00 leads to Dashboard report renders: deals entering negotiation stage, last 7 days. Dashboard report renders: deals entering negotiation stage, last 7 days leads to Includes amount, owner, days in stage per deal. Includes amount, owner, days in stage per deal leads to Email sent to Slack channel inbound address. Weekly schedule: Monday 08:00 Dashboard report renders: deals entering negotiation stage, last 7 days Includes amount, owner, days in stage per deal Email sent to Slack channel inbound address

When to use it, when not to

Use it

  • Use it when leadership wants a recurring pulse on late-stage pipeline movement, distinct from the win notification in reporting-alerts-001.
  • Use it to spot deals worth a manager check-in before they either close or stall.
Read more on when to use itShow less

Skip it

  • Do not use it as the only signal on a deal at risk. It reports movement into the stage, not how long a deal has sat there since; pair with a stalled-deal alert (deal-hygiene category) for that.
  • Do not use it if the pipeline does not have a distinct negotiation or verbal-commitment stage. This fiche assumes one exists; if the pipeline collapses that into a broader "late stage," adjust the filter to whichever stage actually represents it.
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 · 2 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 · 2 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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