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Slack alert: previously Closed Lost deal reactivated (visibility notification)

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.

Deal4 stepsUpdated for HubSpot seat pricing
OutcomeThe sales channel gets a Slack message the moment a deal that was previously Closed Lost moves back into an open stage, so a reactivated opportunity is visible without someone noticing it by chance in a pipeline view.
Workflow mapreporting-alerts-048
Deal stage changes to Closed Lost leads to Set deal_was_closed_lost = true. Deal stage changes to an open stage leads to deal_was_closed_lost = true?. deal_was_closed_lost = true? leads to no: Exit, ordinary progression; yes: Send Slack: deal reactivated. Send Slack: deal reactivated leads to Set deal_was_closed_lost = false. no yes Deal stage changes to Closed Lost Deal stage changes to an open stage Set deal_was_closed_lost = true deal_was_closed_lost = true? Exit, ordinary progression Send Slack: deal reactivated Set deal_was_closed_lost = false
Deal stage changes to Closed Lost leads to Set deal_was_closed_lost = true. Deal stage changes to an open stage leads to deal_was_closed_lost = true?. deal_was_closed_lost = true? leads to no: Exit, ordinary progression; yes: Send Slack: deal reactivated. Send Slack: deal reactivated leads to Set deal_was_closed_lost = false. no yes Deal stage changes to Closed Lost Set deal_was_closed_lost = true Deal stage changes to an open stage deal_was_closed_lost = true? Exit, ordinary progression Send Slack: deal reactivated Set deal_was_ closed_lost = false

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

When to use it, when not to

Use it

  • Use it on a portal where lost deals occasionally get reopened, a prospect comes back, a budget frees up, and the team wants immediate visibility rather than finding out at the next pipeline review.
  • Use it to trigger a manual sanity check on reactivated deals, confirming the reopening was intentional and not a misclick.
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Skip it

  • Do not use it if deal reactivation is a routine, high-volume part of this portal's sales motion (for example a subscription renewal pattern that naturally reopens deals); in that case the alert becomes routine noise rather than a meaningful flag.
  • Do not treat this as a data-quality check on WHY the deal was reactivated; it only flags THAT it happened.
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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 · 5 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 · 4 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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