Skip to content
The Workflow Library
Get the full library

Routing based on association to an open enterprise deal

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: Service Hub Professional.

Ticket3 stepsUpdated for HubSpot seat pricing
OutcomeA ticket tied to an account with an active, large deal in flight routes to a rep equipped to protect that deal, instead of a generic queue that has no idea a sale is on the line.
Workflow maptickets-sla-046
Ticket created leads to Associated deal open AND amount >= threshold?. Associated deal open AND amount >= threshold? leads to yes: Rotate to Deal-sensitive support pool; no: Falls through to normal routing workflow, tickets-sla-001 or similar. Rotate to Deal-sensitive support pool leads to Set routed date, notify new owner of deal context. yes no Ticket created Associated deal open AND amount >= threshold? Rotate to Deal-sensitive support pool Falls through to normal routing workflow, tickets-sla-001 or similar Set routed date, notify new owner of deal context
Ticket created leads to Associated deal open AND amount >= threshold?. Associated deal open AND amount >= threshold? leads to yes: Rotate to Deal-sensitive support pool; no: Falls through to normal routing workflow, tickets-sla-001 or similar. Rotate to Deal-sensitive support pool leads to Set routed date, notify new owner of deal context. yes no Ticket created Associated deal open AND amount >= threshold? Rotate to Deal-sensitive support pool Set routed date, notify new owner of deal context Falls through to normal routing workflow, tickets-sla-001 or similar

When to use it, when not to

Use it

  • Use it when support tickets sometimes come in during a sales cycle, for example a prospect testing a trial environment or an existing customer expanding with a new deal, and those tickets deserve tighter handling than routine support volume.
  • Use it as a pre-sale or expansion-sensitive variant of tickets-sla-021's company-tier routing; this fiche keys off an open deal directly, which can catch a company that is not yet tagged enterprise at the company level but has a large deal open right now.
Read more on when to use itShow less

Skip it

  • Do not use it if support tickets essentially never overlap with active deals in your business, most B2C or low-touch B2B motions will not have this overlap often enough to justify the build.
  • Do not use it as the trigger for a sales rep to work the ticket directly; the routed rep here is still a support role, aware of deal context, not a replacement for the actual deal owner, see Variants for a version that also notifies the deal owner.
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 · 3 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 Tickets and SLA spec

Not the workflow you needed?

More in Tickets and SLA

50 specs in this section

See all 50 This category, 39 EUR
FreeRound-robin ticket assignment by team/queueTicket12 steps Ticket routing by associated company tier (enterprise vs SMB property)Ticket7 steps Urgent-priority ticket alert to the account owner (CS or sales rep)Ticket5 steps Ticket priority auto-set from source and keyword matchTicket8 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