The deal lifecycle in HubSpot — which playbook fires at each stage

Happen Ventures pipeline (131340165) · the trigger ties to the deal stage

The deal lifecycle in HubSpot — which playbook fires at each stage Happen Ventures pipeline (131340165) · the trigger ties to the deal stage 01 / Deal stages 02 / Automation playbooks 03 / Closed outcome Sales Qualified Lead · probability 0.2 · Deal stages · open 01 Sales Qualified Lead probability 0.2 open Quoting process · build the quote · Deal stages · open 02 Quoting process build the quote open Quote Sent · awaiting reply · Deal stages · open 03 Quote Sent awaiting reply open Negotiation · win or lose · Deal stages · open 04 Negotiation win or lose open Closed Won · deal closed · Deal stages · won 05 Closed Won deal closed won DFU-01 · deals_follow_up · list 7626 · open stages · Automation playbooks · follow-up DFU-01 · deals_follow_up list 7626 · open stages follow-up RF-01 · referral_request · list 7679 · testimonial / referral · Automation playbooks · post-win RF-01 · referral_request list 7679 · testimonial / referral post-win Closed Lost · re-openable · Closed outcome · lost Closed Lost re-openable lost advances stage advances stage advances stage wins loses enrolls enrolls CL-01 re-engages Legend start active state decision terminal success failure / exit external

Pipeline rail (131340165)

  • • Five deal stages run left to right on the main rail
  • • The trigger for each playbook is the deal stage itself
  • • Closed Won is the terminal win at the end of the rail

Playbooks by stage

  • • DFU-01 · deals_follow_up — list 7626, fires on the open stages
  • • RF-01 · referral_request — list 7679, asks for testimonial / referral on Closed Won
  • • CL-01 · close_lost — list 7629, re-engages Closed Lost

Not tied to the HV pipeline

  • • account_growth → Account Growth pipeline (7669)
  • • stale → contacts w/ no activity (7632)
  • • vip → VIP flag (7638)
  • • post_job → Orders in Airtable

Lifecycle diagram • Built with Archify • Create yours ↗ • Hover to trace • R route • Click to focus • +/− zoom • M radar • [/] views • P play story • T theme • E export