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Weekly sales activity summary: calls, emails, meetings logged per rep

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: Data Hub Professional.

Deal1 stepUpdated for HubSpot seat pricing
OutcomeOnce a week, sales management gets one message breaking down calls, emails, and meetings logged per rep, so activity coaching conversations start from a shared number instead of a guess.
Workflow mapreporting-alerts-014
Scheduled trigger: Monday 08:00 leads to Custom code: fetch active owners. Custom code: fetch active owners leads to Custom code: query calls, emails, meetings, last 7 days. Custom code: query calls, emails, meetings, last 7 days leads to Group counts by owner. Group counts by owner leads to Format per-rep summary, sorted by total activity. Format per-rep summary, sorted by total activity leads to POST message to Slack webhook. Scheduled trigger: Monday 08:00 Custom code: fetch active owners Custom code: query calls, emails, meetings, last 7 days Group counts by owner Format per-rep summary, sorted by total activity POST message to Slack webhook
Scheduled trigger: Monday 08:00 leads to Custom code: fetch active owners. Custom code: fetch active owners leads to Custom code: query calls, emails, meetings, last 7 days. Custom code: query calls, emails, meetings, last 7 days leads to Group counts by owner. Group counts by owner leads to Format per-rep summary, sorted by total activity. Format per-rep summary, sorted by total activity leads to POST message to Slack webhook. Scheduled trigger: Monday 08:00 Custom code: fetch active owners Custom code: query calls, emails, meetings, last 7 days Group counts by owner Format per-rep summary, sorted by total activity POST message to Slack webhook

When to use it, when not to

Use it

  • Use it when a manager wants a recurring, combined activity count across all three engagement types per rep, in one message.
  • Use it as an activity-volume signal, not a quality measure. It counts logged engagements; it says nothing about whether a call moved a deal forward.
Read more on when to use itShow less

Skip it

  • Do not use it if Sales Hub's built-in Rep Productivity analytics already cover the need in a format the team is happy to check manually. That native report exists without any custom code; see Variants.
  • Do not use raw activity counts as a performance ranking without context. Territory size, deal complexity, and role differences make a flat per-rep comparison misleading on its own.
Read more on when to skip itShow less

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 · 1 numbered action

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 · 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, code

The properties JSON creates the fields in one call. The workflow JSON documents the build. The custom coded action ships as a ready-to-paste .js file.

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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