Skip to content
The Workflow Library
Get the full library

Slack alert: workflow goal completion milestone reached

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: Marketing Hub Professional.

Contact4 stepsUpdated for HubSpot seat pricing
OutcomeThe marketing channel gets a Slack message the moment a contact meets a defined nurture milestone, so goal completions are visible without checking each workflow's goal-performance tab.
Workflow mapreporting-alerts-019
Contact meets milestone criteria leads to goal_milestone_alerted = true?. goal_milestone_alerted = true? leads to yes: Exit, already alerted; no: Send Slack message to #marketing-milestones. Send Slack message to #marketing-milestones leads to Set goal_milestone_alerted = true. yes no Contact meets milestone criteria goal_milestone_alerted = true? Exit, already alerted Send Slack message to #marketing-milestones Set goal_milestone_alerted = true
Contact meets milestone criteria leads to goal_milestone_alerted = true?. goal_milestone_alerted = true? leads to yes: Exit, already alerted; no: Send Slack message to #marketing-milestones. Send Slack message to #marketing-milestones leads to Set goal_milestone_alerted = true. yes no Contact meets milestone criteria goal_milestone_alerted = true? Exit, already alerted Send Slack message to #marketing-milestones Set goal_milestone_alerted = true

When to use it, when not to

Use it

  • Use it when a nurture or lead-scoring workflow already has a meaningful goal set (Automation >; workflow settings > Goal) and the team wants real-time visibility on who reaches it, not just the aggregate goal-performance percentage.
  • Use it for milestones worth celebrating or acting on quickly, such as a demo request or a pricing page visit combined with a score threshold.
Read more on when to use itShow less

Skip it

  • Do not use it for a milestone that fires constantly, hundreds of contacts a day. A high-frequency goal produces Slack noise. Use a scheduled digest instead, following the reporting-alerts-004 pattern.
  • Do not confuse this with reporting-alerts-047, which covers a specific lifecycle stage change. This fiche covers any custom-defined goal criteria, which may or may not be a lifecycle stage.
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 · 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 · 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.

Unlock all 565 specs, 149 EUR

One-time, excl. VAT. 30-day refund. Installs in 3 portals. Founding price until 30 November.

Read the free Reporting and alerts spec

Not the workflow you needed?

More in Reporting and alerts

50 specs in this section

See all 50 This category, 39 EUR
FreeSlack alert: deal marked Closed Won (revenue milestone notification)Deal4 steps Weekly Slack roundup: deals closed won this week (team wins digest)Deal1 step Slack alert: contact reaches a key lifecycle stage milestone (e.g. became Customer)Contact4 steps Stage-entry timestamp properties for pipeline velocity reportingDeal5 steps

Read 12 complete specs before you pay.

One per category, same format as the paid ones. Email only, no card.

We email the link, then a short note when specs change. Nothing else.

149 EUR199

Full library, 565 specs
Get the full library