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565 specs: 12 categories and 5 industry kits. Professional tier unless marked.
12 category packs, 39 EUR each
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Lead routing
50 specsRound-robin lead assignment by territoryFreeNew lead auto-assignment by owner rotationFirst-contact SLA timer with owner reminder taskHigh-value form submission instant Slack and email alert to repReassign lead when owner has no activity within SLA windowRoute leads by country / region to territory owner
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Route inbound demo requests by company size (employee count)Route by lifecycle stage change to MQL (assign to SDR queue)Round-robin deal assignment among AE teamAssign leads by industry verticalRoute named-account / enterprise leads to strategic AE (ABM list match)EnterpriseAuto-unassign and re-route lead when owner is deactivatedRoute leads by product/service interest (form field or page viewed)Weighted round-robin by rep capacity (custom property counter)Route by lead score threshold to sales, below threshold to nurtureChatbot/live chat qualified lead handoff to rep with notificationRoute free-trial signups to CS/AE based on plan tierRound-robin using HubSpot Teams (assign within team then round-robin)EnterpriseRoute existing-customer inquiry to current owner instead of round-robinRoute by UTM source / campaign to channel-specific repReassign orphaned leads (no owner) on a nightly scheduleRoute partner-referred leads to partner managerRoute leads by language (property or browser locale) to native-speaking repEscalate lead to manager when SLA breached twiceRound-robin with fairness cap (max N leads per rep per day)Route leads from paid ads (Facebook/LinkedIn lead ads) into rep queueBook-a-meeting form auto-assigns owner from meeting link usedRoute company-level lead to whoever owns an associated open dealRoute leads by HubSpot score band into 3 priority queues (hot/warm/cold)Vacation / out-of-office rerouting (property flag pauses assignment to a rep)Route inbound support-turned-sales leads from tickets to AERound-robin across multiple pipelines (SMB pipeline vs Enterprise pipeline)Route leads by postal code / zip using a lookup table (postal-to-territory)Notify manager when a rep's queue exceeds capacity thresholdRoute re-engaged (previously closed-lost) contacts back to original ownerRoute leads to SDR vs AE based on company employee count and deal stageTerritory routing using company property (custom territory field) plus company hierarchyEnterpriseRoute webinar attendees by session/topic to matching repAssign leads based on custom object (e.g. franchise location) associationEnterpriseRound-robin via external tool webhook when native round-robin limits are hitRoute leads by currency/region for multi-currency deal creationAuto-reassign lead if rep does not accept task within X hours (task-based acceptance flow)Route leads to reseller/channel partner portal ownerEnterpriseSplit routing between marketing-sourced and sales-sourced leads to different queuesRoute leads by device/browser signal (mobile app lead vs web lead) to specialized teamPermission-set-based routing so reps only see leads in their assigned team/territoryEnterpriseRoute abandoned-quote leads back to original deal ownerRoute leads created via API/integration (source = integration) bypassing forms logicMulti-touch routing: reroute lead if a second form fill happens with different intentCreate a task for the account owner when a target company raises funding (Breeze Intelligence)
Lead nurturing
50 specsNew lead welcome nurture (post form-fill drip)FreeContent download / lead magnet nurture dripWebinar registration confirmation and reminder sequencePost-webinar follow-up (attendee vs. no-show branch)Re-engagement sequence for cold or inactive contactsWait until email opened (3-day expiry), then branch on open vs no-open
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Wait until pricing page visited after a send, then sales alertPersona-based content nurture trackIndustry-based nurture trackScore-based nurture content branching (lead score threshold)Free trial nurture toward conversionHigh-intent page visit nurture (pricing or demo page view trigger)Nurture pause and exit when a meeting is bookedMulti-asset drip branched by which lead magnet was downloadedLong-cycle "nurture until sales-ready" dripCase study / social proof nurture by industryNewsletter subscriber to nurture graduation trackEmail click triggers next content nurture stepCompetitor comparison page nurture branchDemo request abandonment re-engagementClosed-lost (non-customer) contact re-engagement nurtureUnopened-email resend with an alternate subject linePre-event save-the-date and agenda teaser sequenceMulti-episode webinar series nurtureContent upgrade nurture (blog visitor to gated asset)Lead score decay re-engagement triggerPartner or referral source nurture trackJob title / seniority based nurture branchForm-field answer based nurture branch (e.g. company size)Multi-language nurture branch by locale propertyRe-subscribed contact welcome-back nurtureStalled-lead recycling nurture (aging without progressing)Trade show / conference badge scan nurtureChatbot conversation without meeting booked nurtureQuarterly always-on touch for stalled or dormant leadsSunset / final-attempt re-engagement before suppressionVideo engagement based nurture (percentage watched)Dynamic personalization token nurture by segmentPre-purchase testimonial / review-based nurture for engaged leadsContent syndication / third-party source nurtureDisqualified-lead cooldown recycling nurtureFranchise or territory localized content nurtureBuying-committee role based nurture branchA/B tested nurture email pathFree tool / calculator user nurtureSend-time optimization nurture by timezoneNurture branch by preferred content format (video vs. article vs. podcast)Podcast or video series listener nurtureReactivation nurture triggered by repeat website visit after silenceEmail associated contacts when their company raises funding (Breeze Intelligence signal)
Deal hygiene
50 specsStale deal alert: no activity in 14 daysFreeTask creation when a deal enters a pipeline stageOverdue close date notificationRequire and capture win/loss reason on Closed LostAuto-set forecast category based on deal stageWait until deal stage advances (14-day expiry), else nudge owner
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Notify deal owner and manager on Closed WonRequired "next step" field before a deal can sit idleMissing next step date flagHigh-value deal alert to sales manager on creationDeal probability auto-set by stage (weighted forecast)Closed-lost reason categorization with competitor captureRe-engagement task when a stalled deal gets new activityDeal amount change alert above a thresholdDiscount approval before a deal can move to Closed WonEnterpriseDeal without an associated contact flagDeal without an associated company flagDuplicate open-deal detection per companyDeal missing line items before closeDeal stage regression alert (moved backward)Days-in-current-stage property trackerCombined "at risk" tag from stage plus inactivityClosed-won handoff flag to Customer SuccessClosed-lost follow-up task in 90 daysWeighted pipeline value property (amount x probability)Deal source and original attribution auto-populateClose date pushed too many times flagApproval required for deals below margin thresholdEnterpriseDeal type auto-classification (new business vs expansion)Notify finance and ops on Closed Won for invoicing kickoffDeal currency normalization to home-currency propertyStage-skip detection (deal jumped stages)Deal reactivation workflow from Closed LostTask reminder before an approaching close dateExecutive review task for large deals nearing closeEnterpriseMissing deal description flag at negotiation stageMulti-threading check: single-contact deal flagged for stall riskExclude sandbox and test deals from hygiene reportingQuarter-end forecast snapshot propertyCustom object association hygiene checkEnterprisePermission-based approval routing by territoryEnterpriseDeal aging bucket property (0-30 / 31-60 / 61-90+ days open)No logged activity since deal creation flagManual probability override flagged for reviewClosed-lost deals excluded from active forecast rollupWrong pipeline-stage combination flagDeal ownership validation on territory changeApproval required to reopen a Closed Won dealEnterpriseDeal record locked from edits after Closed Won (data integrity)EnterpriseCross-pipeline deal count cap per company (portfolio hygiene)
Customer onboarding
50 specsSales-to-CS handoff task on deal closed wonFreeKickoff call scheduling email sent after deal closed wonOnboarding checklist tasks created on deal closed wonWelcome email series to new customerOnboarding project ticket created on deal closed wonRound-robin CS owner assignment on deal closed won
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Sales-to-CS handoff summary notification with deal contextKickoff-not-booked reminder and escalationPost-kickoff CSAT surveyOnboarding start date property set on deal closed wonOnboarding milestone tracking via ticket pipeline stageOverdue onboarding ticket alert to CS managerRecurring onboarding check-in task cadenceRemove contact from sales nurture on becoming customerAdd new customer to onboarding reporting static listBranch onboarding path by deal size (high-touch vs low-touch)Branch onboarding path by product or plan tier purchasedInitial customer health score calculated propertyStuck-in-stage onboarding ticket alertOnboarding completion notification (internal and customer)Data migration or import request workflowAccount provisioning request to internal delivery teamExecutive sponsor introduction email sequenceTraining session scheduling reminder sequenceHelp-article and resource nurture sequence during onboardingOnboarding percent-complete calculated propertyFirst product login updates onboarding health scoreNo-login-after-X-days CS alertLow CSAT response escalation to CS managerNew customer notification to finance and billingOnboarding completion notice to originating sales repWelcome packet and document share automationMulti-language welcome sequence branch by contact languageDeal reopened during onboarding triggers escalationOnboarding stage duration / stalled-onboarding alertSync onboarding milestones to external project tool via webhookWelcome gift or swag fulfillment requestOnboarding Project custom object instance created on closed wonEnterpriseDedicated onboarding specialist routing for enterprise dealsEnterpriseSlack channel request automation via webhookFeature adoption checklist based on usage propertiesMid-onboarding NPS check-inManager review task gate before marking onboarding completeContract signature confirmation notice to legal and opsGo-live date capture and celebration emailOnboarding owner reassignment audit trailNo-show kickoff call rebooking automationLifecycle stage update to customer post-signatureStart customer onboarding automatically after a successful payment (Commerce Hub)Cross-department kickoff briefing notification
Tickets and SLA
50 specsRound-robin ticket assignment by team/queueFreeTicket priority auto-set from source and keyword matchSLA "Time to first response" breach alert to owner and managerCSAT survey sent automatically when a ticket is closedTicket escalation to manager when SLA time-to-close is breachedWait until customer reply (48-hour expiry), else auto-close warning
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Auto-reopen ticket when contact replies after closureTicket routing by category/product property to a specialized queueHigh-priority routing for enterprise/VIP accountsNPS survey sent N days after ticket resolutionTicket source-based routing (chat vs email vs form)Internal reminder to rep before first-response SLA is dueAuto-close inactive tickets after N days without a contact replyTicket assignment by rep skill or language propertyEscalation ladder L1 to L2 to L3 based on elapsed unresolved timeNegative CSAT response triggers internal alert and follow-up taskRound-robin routing that respects business hours for SLA timingTicket priority downgrade once the initial triage window closesReopened ticket re-routes to original owner if still active, else poolSLA clock pause while ticket status is "Waiting on contact"Ticket routing by associated company tier (enterprise vs SMB property)CSAT survey variant for live chat conversationsAfter-hours escalation to an on-call rep via schedule propertyAuto-tag ticket category from subject line keyword matchCombined priority matrix: severity property plus account tier propertyDaily digest task for team lead listing tickets at risk of SLA breachExclude out-of-office reps from round-robin ticket assignmentMulti-language ticket routing based on contact language propertyCustomer Effort Score (CES) survey sent after ticket resolutionFlag contacts with a high ticket reopen count for account reviewPrevent SLA clock reset on an internal note versus a genuine customer replyTicket routing to a partner/reseller support queue by company propertyUrgent-priority ticket alert to the account owner (CS or sales rep)Auto-create a rep follow-up task after a ticket closes with negative CSATBulk priority reassignment when a ticket pipeline stage changesTicket routing by business unit or brand property (multi-brand portal)Weekend and holiday SLA suspension using a business hours scheduleAuto-downgrade ticket priority when a contact goes silent for X daysCSAT survey fatigue guard: suppress repeat survey within X daysEscalate automatically when a company has 3 or more open tickets at onceReopen-limit escalation: after N reopens, permanently route to a managerStamp an SLA-met/missed flag on the ticket at closure for downstream reportingTicket routing across hierarchical sub-teams (parent/child HubSpot Teams)EnterpriseTicket-to-custom-object handoff for engineering/bug escalationsEnterpriseSLA breach webhook to an external paging/on-call toolRouting based on association to an open enterprise dealApproval-style gate before closing a high-priority ticket (property-based workaround)SLA exemption for an internal/IT ticket pipeline versus a customer-facing pipelineDuplicate-ticket flag for repeat tickets from the same contact within a time windowPermission-set-limited ticket queues so reps only see their team's ticketsEnterprise
Data quality
50 specsRequired field enforcement on contact creation (email or phone missing)FreeDuplicate contact detection and merge review queuePhone number formatting to a standard international formatCountry name normalization to a standard picklistName casing cleanup for first name, last name, and company nameCompany auto-association from contact email domain
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Missing company association flag on contactDuplicate company detection by domain matchRequired field enforcement on company creation (domain, industry)Calculated property: full name from first and last nameCalculated property: days since last activityState/province normalization to a standard two-letter codePlaceholder and junk value flag in name fields (test, n/a, asdf)Job title standardization via lookup mappingIndustry field standardization to a fixed picklistPrimary company association enforcement on contactAssociation hygiene: ticket must have a contact associationAssociation hygiene: deal must have a company associationDuplicate ticket detection (same contact, same subject, short window)Format action: copy a field value between contact and associated companyFormat action: copy a field value between deal and associated companyData completeness score (calculated property across key fields)Enrichment fallback task when third-party enrichment finds no matchAddress field standardization (street abbreviations, casing)LinkedIn and social URL cleanup and format enforcementCompany size bucket property from employee countCurrency normalization on deal amount to a home-currency propertyCustom code email typo detection (common domain misspellings)Cross-field consistency check: phone country code vs. address countryAssociation hygiene: prevent duplicate association labels on the same record pairRetroactive one-time normalization pass for existing records (batch enrollment)Custom object required-field enforcement on creationEnterpriseOrphaned deal cleanup list (no owner, no contact, no company)Data-verified checkbox with periodic review reminderCustom object association hygiene (child record must link to parent)EnterpriseDuplicate company detection by name-similarity fallbackStandardize date property format across import sourcesRound and format a numeric property (revenue estimate)Pre-import dedupe key check via form hidden fieldLanguage and locale property normalizationMerge-conflict source-of-truth flag after a manual mergeCalculated property: lead-to-customer conversion time in daysEnrichment: reverse IP-to-company lookup review queueCustom code validation of deal amount against line item totalAssociation count cap per company (portfolio hygiene flag)Territory-country mismatch flag (phone or address vs. assigned territory)Advanced multi-step enrichment and normalization via webhook and custom codeEnterpriseBulk property cleanup via scheduled recurring workflowCustom object property normalization (picklist mapping from free text)EnterpriseSet the product plan on contacts from paid line items (payments and invoices)
Marketing ops
50 specsLead to MQL lifecycle stage promotion on lead score thresholdFreeMQL to SQL handoff with lifecycle stage change and sales notificationMarketing contact vs non-marketing contact status management for cost controlUnsubscribe / subscription type suppression sync across marketing sendsGDPR legal basis capture and consent workflow on EU form submissionSubscription status per channel (email, SMS, WhatsApp) from one preference form
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Legal basis set by acquisition source (form, import, integration)Double opt-in confirmation for EU/GDPR list growthLifecycle stage stuck-in-MQL aging alert to marketing opsOriginal source / first-touch attribution capture and lockCampaign association enforcement before marketing email sendActive list membership auto-add/remove on lifecycle stage changeSQL demotion back to MQL when associated deal goes stale or lostConsent withdrawal cascades to suppress from active lists and stop nurtureLifecycle stage disqualification to "Other" for bad-fit leadsMarketing contact reactivation approval workflow (cost gate)Static list snapshot for point-in-time campaign audience / reportingMulti-touch attribution property update on each new session sourceEnterpriseRight-to-be-forgotten / data subject erasure request internal queue triggerLegitimate interest legal basis annual review reminderGrade-based MQL tiers (A/B) with different sales notification cadenceWebinar registrant auto-add to active list and campaign associationList hygiene: unused/stale list archive notificationMarketing email suspension after high bounce or spam complaint rateEU vs non-EU consent flow segmentation on form submissionProduct-qualified lead (PQL) signal promotes contact to MQLCampaign ROI property rollup from associated dealsEnterpriseAttribution property reset on re-engagement after long dormancyMarketing contact tier quota nearing-limit alert to marketing opsOffline/imported contact consent capture and legal basis backfillCustom object campaign/event attribution rollup to contactEnterpriseMonthly consent-status change compliance export/reportCookie consent banner declined sets contact as non-marketingAttribution data lock after SQL handoff for reporting integrityLifecycle stage regression prevention (block downgrade actions)Campaign UTM format validation and marketing ops notificationMarketing contact status sync with per-subscription-type opt-outsFranchise/location-based campaign attribution via custom objectEnterpriseMulti-language campaign tagging and attribution normalizationPaid social (Facebook/LinkedIn/Google) campaign membership auto-taggingTwo-stage handoff gate: Marketing Qualified to Sales Accepted Lead propertyList-based nurture eligibility gate (marketing contact + subscription check)Consent renewal re-permission campaign before expiryAttribution touchpoint counter property per contactData processing agreement acknowledgment tracking propertyAccount-level marketing contact tier cost alert (approaching plan limit)Scheduled bulk campaign association backfill for historical contactsLifecycle stage sync from deal stage back to contact and companyTime-bound list membership (auto-remove after N days)Attribution source override for sales-sourced leads
Sales ops
50 specsCreate SDR-to-AE handoff task when a meeting is bookedFreeAuto-enroll contact in sales sequence when lead status becomes Sales Qualified LeadEnterpriseNotify AE by internal email when a meeting is booked on their calendarNotify rep when a sent quote is viewed by the buyerNotify rep and manager when a quote is e-signedAuto-unenroll from sequence when contact replies to a sequence emailEnterprise
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Auto-unenroll from sequence when a meeting is bookedEnterpriseAuto-unenroll from sequence when associated deal is createdEnterpriseCreate follow-up task when a quote is sent but not viewed after 3 daysEnroll contact in a short follow-up sequence when quote is viewed but not signed after 5 daysEnterpriseTask reminder before a quote's expiration dateNotify rep when a sequence contact opens or clicks 3+ times in a week (buying-intent alert)Create a "log next step" task automatically after a call is logged with no follow-up setMeeting no-show automatic follow-up sequence enrollmentEnterpriseNotify AE when a booked meeting is rescheduled or canceledAuto-pause a sequence when the contact sets an out-of-office auto-replyEnterpriseAuto-unenroll a contact from all sequences when they unsubscribe from all sales emailEnterpriseAttach a discovery-call playbook link as a task when a deal is createdTrigger the demo-call playbook task when a deal enters the Demo stageCreate a commission calculation record on a custom object when a deal is closed wonEnterpriseRoute a commission record to a manager for approval via a custom object workflowEnterpriseCreate or update a territory custom object record when an account is assigned to a territoryEnterpriseWeekly SDR activity digest (calls and emails logged) sent to the sales managerAlert a rep when a sequence contact goes quiet (no opens or clicks) for 10+ daysSDR-to-AE handoff: create a deal and associate the contact when a meeting outcome is marked qualifiedNotify the sales manager when a quote above a dollar threshold is createdNotify rep and manager when a quote e-signature is declinedDaily task digest email to each rep listing due and overdue tasksBulk-enroll a static list of contacts into a sequence to kick off a campaignEnterpriseGuardrail workflow that prevents re-enrollment into a sequence a contact is already active inAuto-attach the call recording link to the AE handoff task after a qualifying callCreate a commission dispute / adjustment record on the commission custom objectEnterpriseSurface a competitive battlecard task when a competitor name is logged in a deal noteEnterpriseBlock a quote from being marked ready to send until required deal properties are filled inAuto-create a demo follow-up task a set number of days after the demo call is loggedNotify the SDR manager when a rep has zero active sequence enrollments for a full weekEscalate a manual sequence step to a task when it is overdue by 48 hoursNotify a rep and add the contact to a marketing nurture list when a sequence ends with no replyMulti-touch quote follow-up sequence with three spaced reminder emailsGenerate a playbook checklist of tasks automatically when a deal enters a new stageNotify a manager when an AE manually edits an auto-generated commission recordEnterpriseNotify AE and create a handoff task when a territory custom object record changes ownerEnterpriseEnroll a contact into a persona-specific sequence based on a product-interest propertyEnterpriseAuto-create a quarterly business review task for named accounts using custom object dataEnterpriseNotify a rep when a sequence contact clicks a pricing-page link during active enrollmentWeekly SDR leaderboard digest (top performers by activity) sent to the teamAuto-unenroll and notify a rep when a contact hits the maximum sequence enrollment limitEnterpriseCreate a commission split record for co-selling deals with two ownersEnterpriseNotify the deal owner and stamp the deal when a HubSpot payment is received (payment links and invoices)Pre-call research brief generated by a Breeze agent before every deal meeting
Renewal and expansion
50 specsRenewal deal auto-creation from contract end dateFreeRenewal reminder cascade to CSM/AM (90/60/30 days before contract end)NPS detractor auto-creates internal alert taskChurn risk score from usage decline and support ticket volumeUpsell opportunity deal creation from product usage thresholdNPS feedback submission: detractor to CSM task, promoter to advocacy list
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Contract expiration date missing flag on active customer accountsNPS promoter triggers referral or case study requestAuto-renewal opt-out window reminder before lock-in dateCross-sell trigger from single-product account detectionRenewal deal owner auto-assignment to current CSM/AMRenewal deal amount pre-populated from current subscription valueAt-risk account alert from support ticket volume spikeUsage nearing plan or seat limit triggers upgrade conversation taskCustomer health score decline triggers churn risk flagNPS survey auto-send after renewal or usage milestoneWin-back re-engagement workflow for churned customersRenewal deal auto-move to Closed Lost on confirmed non-renewalNext renewal date auto-set on renewal deal Closed WonMulti-year contract mid-term check-in taskSeat or license utilization tracking for expansion opportunityRenewal probability score from health score and engagementSupport escalation ticket triggers churn risk flag on accountExecutive business review reminder before renewal dateAt-risk accounts excluded from marketing upsell campaignsRenewal deal creation for multi-product bundle accountsChampion departure detected triggers renewal risk flagPayment failure or dunning event triggers renewal risk alertCross-sell recommendation task from complementary product matchUsage spike triggers proactive expansion outreach taskQuarterly check-in cadence workflow for enterprise accountsRenewal task reassignment on CSM/AM ownership changeFree trial to paid conversion tracked as expansion pipelineNPS detractor enrolls in save-play outreach sequenceEnterprisePrice increase notification task before renewal dateGrace period tracking after contract expiration before deactivationRenewal pipeline auto-routing separate from new-business pipelineExpansion deal associated to original deal for pipeline lineageLow feature adoption triggers customer success outreach taskRenewal forecast rollup property for finance reportingSubscription custom object synced with renewal deal dateEnterpriseUsage data custom object triggers property-change workflowEnterpriseCo-term alignment workflow for multi-subsidiary renewal datesEnterpriseCustom code action pulls usage API data into risk score propertyWebhook-triggered churn signal from external billing systemDowngrade request auto-routed to retention teamContract value tier change triggers renewal deal re-forecastRenewal deal blocked from Closed Won without signed contract linkTerritory-based renewal deal reassignment on account transferEnterpriseCSM handoff: Breeze agent health assessment and brief when the customer success owner changes
Reporting and alerts
50 specsSlack alert: deal marked Closed Won (revenue milestone notification)FreeStage-entry timestamp properties for pipeline velocity reportingTimeline note logging on critical property change (audit visibility)Weekly Slack roundup: deals closed won this week (team wins digest)Ticket reopen counter property (recidivism tracking for reporting)Disabled workflow inventory and owner nudge (automation hygiene)
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Duplicate trigger detection across workflows (automation hygiene)Weekly Slack digest: ticket volume and CSAT average to service channelSlack alert: high-value deal created (amount above threshold, awareness only)Weekly email digest: new contacts created this week by original sourceWeekly Slack digest: deals closed lost this week with reasonsWeekly Slack digest: deals moved to negotiation/verbal stage this weekMonthly email digest: marketing email performance summary (opens, clicks, unsubscribes)Weekly sales activity summary: calls, emails, meetings logged per repLifecycle stage change timestamp properties (became MQL, SQL, customer dates)Ticket first-response timestamp reporting property (distinct from SLA breach alerting)Counter property: marketing emails received by a contact (engagement volume reporting)Weekly Slack digest: form submissions summary by formSlack alert: workflow goal completion milestone reachedMonthly digest: lifecycle stage funnel movement summary (count per transition)Company rollup property: count of associated open deals (account visibility)Company rollup property: total closed-won revenue to date (customer value visibility)Weekly Slack digest: new companies created this week by industryAnomaly alert: daily form submission volume drop vs 7-day averageAnomaly alert: email bounce rate spike after a sendAnomaly alert: unsubscribe rate spike after a campaign sendCounter property: number of times a deal has changed pipeline stageCounter property: number of times a support ticket has been escalatedWeekly Slack digest: top 5 open deals by amount (pipeline visibility snapshot)Monthly digest: net new vs churned contacts (database volume health report)Quarter-end pipeline snapshot property set (amount and stage captured on a fixed date)Slack alert: integration sync failure notification (native app connection health)Weekly digest: workflow enrollment and error summary for admins (automation health)EnterpriseWeekly digest: ticket volume by pipeline/queue to service leadershipAudit property: record owner change log (who owns what, when it changed)Slack alert: deal amount changed above a percentage threshold (visibility, not approval)Weekly digest: content/landing page performance summary (views, submissions)Property: first-touch and last-touch timestamp helpers (funnel reporting)Monthly digest: customer health score distribution summary to CS leadershipCounter property: support tickets opened by a company (lifetime volume)Property: date of last support interaction per company (recency helper)Property: days since last marketing email open (engagement recency helper)Weekly Slack digest: new deals created this week by lead sourceAudit visibility: internal note auto-logged on ticket priority changeCustom object record digest: weekly summary of new custom-object recordsEnterpriseCompany rollup property: date of most recent deal stage changeSlack alert: contact reaches a key lifecycle stage milestone (e.g. became Customer)Slack alert: previously Closed Lost deal reactivated (visibility notification)Weekly digest: top marketing sources by contact-to-customer conversion countRun a Breeze agent on record creation, property change or schedule (three trigger patterns)
AI agents
25 specsCategorize inbound form submissions with Data Agent: Custom prompt, then route by categoryFreeSummarize the record into the SDR-to-AE handoff task so the AE opens the call with contextExtract stated budget and timeline from call transcripts into deal properties with Data Agent: ResearchFill industry and company size on new companies with Data Agent: Fill Smart Property, with a review queueResearch company news when a deal enters Proposal and post the brief as a note for the ownerGenerate a prospect profile for every new MQL before sequence enrollment
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Infer value proposition and ICP fit on signup, then branch to nurture or to salesRun the Company Research Agent on new target accounts and write structured outputs to propertiesRun the Customer Health Agent on a weekly schedule and flag at-risk customers to the CSMEnroll in the prospecting agent when the lead score crosses a threshold, hand back to the rep on reply or meetingAssign new chat and email tickets to the customer agent, escalate to a human when it cannot answerClassify ticket sentiment and urgency with Data Agent: Custom prompt and set priorityDraft a reply suggestion as a note on the ticket, never auto-sent, for the agent to editCredit guard: a daily counter property that pauses AI actions once the budget is spentEmpty output fallback: branch on a null AI result to a manual review task instead of a blank propertyDetect the language of an inbound ticket and route it to the matching teamClassify the closed-lost reason from deal notes into an enumeration for win/loss reportingExtract competitor mentions from call transcripts and set a competitor property on the dealWeekly open-deal summary per rep written by Custom prompt and sent as an internal emailInfer seniority and function from free-text job titles into a persona enumerationQualify webinar registrants with a custom prompt on title, company and answers, then branch to salesUse a custom LLM action for a classification that needs your own model or data policyAdd agentic step on renewal deals: let the agent pick the next action inside explicit guardrailsEnterpriseDraft a workflow with Breeze Assistant, then audit it against a checklist before turning it onLog every AI output with a timestamp and model version to properties for QA and rollback
SMS and WhatsApp
25 specsAppointment reminder by SMS 24 hours before a booked meeting, opted-in contacts onlyFreeSpeed-to-lead SMS within five minutes of a high-intent form, with email fallback when not opted inCapture SMS consent from a form checkbox into the SMS subscription type with a legal basisCapture WhatsApp opt-in and log verifiable consent before any template is sentOrder or contract confirmation by WhatsApp template when a deal is closed wonQuote nudge by SMS 48 hours after a quote is sent and not viewed
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Ticket status update by WhatsApp template, with the status copied to a contact property for the tokenRenewal reminder SMS at 30 and 7 days before expiration, suppressed once renewedPhone hygiene before messaging: validate and format the number, branch out bad numbersQuiet hours and time zones: hold the message until business hours in the contact's countryOpt-out sync: when a contact leaves the SMS subscription type, stop pending sends, log it and notify the ownerMarketing contact guard: set the status before an SMS send and revert it after, to control billingEvent day logistics: SMS with the join link to registrants, WhatsApp template as fallbackPayment failed notice by SMS when an invoice goes overdueWhatsApp number capture: copy the opted-in mobile number into WhatsApp Phone Number in the right formatRoute tickets opened from the WhatsApp channel to the messaging team with a shorter first-response targetReactivation SMS to dormant customers with a tracked link offer, capped at one per quarterSMS outside the US or without the add-on: an app action (Aircall, Sakari, Salesmsg, Dialpad) in place of Send SMS messageWeek-one onboarding by WhatsApp: three templates with exit on first loginFrequency cap: stamp the last SMS and last WhatsApp sent on the contact and block a second send within seven daysCSAT by SMS after a ticket closes: the survey link sent to the associated contact, opted-in onlyChannel by country: SMS for US numbers, WhatsApp or email elsewhere, from country code and consentWhatsApp template budget guard: a monthly counter against the 1,000 template message capMeeting no-show SMS with a reschedule link 15 minutes after the start timeHot lead alert to the on-call rep by SMS app action, with in-app notification as fallback
Industry kits
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Policy X date renewal cascade at 90, 60 and 30 days before expirationEnterpriseCertificate of insurance request: task, due date SLA and chasePolicy endorsement: carrier chase, premium recalculation and notice to both sidesEnterpriseViewing request routed to the area agent with a first response SLANew listing alert to matching buyers, with open tracking and an agent taskEnterpriseSigned offer conditions tracker: financing and survey deadlines with escalationCandidate assignment to the right recruiter by skill and availability, with a first-contact SLASubmission chase and escalation when a client gives no feedbackGuarantee period end check and candidate redeploymentRegistration to attendance: confirmation, reminders, and a follow up split on who turned upSponsor path: stand enquiry to signed contract, with the hold clock and the logistics chaseEdition renewal: open next year's sponsorship deal only for the sponsors who scored you wellIntake conflict check gate: no enquiry moves until the check is recordedEngagement letter chase at three and seven days, then escalation to the partnerMatter key date reminders at 90, 30 and 7 days, to two people, with an acknowledgement traceEnterprise
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