Outcome. The AE handoff task lands with a direct link to the call recording already in it, so the AE can listen before the first outreach instead of asking the SDR to dig up the link.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-031
flowchart TD
A[Call outcome set to Qualified] --> B[Custom code: find latest qualifying call, read recording url]
B --> C[Set Latest qualifying call recording url]
C --> D{Recording url found?}
D -->|Yes| E[Create AE handoff task with recording link]
D -->|No| F[Create AE handoff task flagging missing recording]
When to use it, when not to
- UseUse it when SDRs qualify prospects on the phone and calls are recorded through HubSpot Calling or a connected dialer that writes the recording URL back to the call engagement.
- UseUse it when the handoff task is still manual today and the recording link is something reps copy and paste by hand, or skip entirely.
- SkipDo not use it if your dialer does not store a recording URL on the HubSpot call engagement. Check one recent call record first; if the recording link field is empty, this workflow has nothing to attach.
- SkipDo not use it as your only handoff mechanism if a call can be qualifying without ever being logged as a HubSpot engagement (for example, a rep taking a call on their personal cell). Those calls will not trigger anything here.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.5 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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