2023-12 - PHS - Won Deals Attribution - Email + Task
| Field | Value |
|---|---|
| ID | 52905228 |
| Status | Enabled |
| Object Type | CONTACT |
| Scope | sales |
| Created | Dec 30, 2023 |
| Updated | Dec 30, 2023 |
Functional Analysis
Business Trigger: Deal reaches won status
Business Outcome: Send attribution email and create follow-up task for won deals
Type: Notification | Complexity: medium
Involves deal status monitoring, email sending, and task creation across multiple objects
How This Workflow Functions
This workflow is designed to convert the trigger "Deal reaches won status" into the outcome "Send attribution email and create follow-up task for won deals".
| Runtime Metric | Value |
|---|---|
| Total action nodes | 4 |
| Decision points (branches) | 1 |
| Data update actions | 0 |
| Delay/wait actions | 1 |
| Notification actions | 0 |
| Task creation actions | 0 |
| External call actions | 0 |
Enrollment / Entry Criteria
Legacy Segment Criteria
| Group | Criteria |
|---|---|
| 1 | hs_analytics_source SET_ANY DIRECT_TRAFFIC;OTHER_CAMPAIGNS;OFFLINE |
Step-by-Step Action Flow
| Sequence | Context | Action Type | What Happens |
|---|---|---|---|
| 1 | Main Flow | Execute EMAIL action | |
| 2 | Main Flow | DELAY | Delay for a configured period |
| 3 | Main Flow | BRANCH | Evaluate conditions: unknown_property HAS_FILLED_OUT_FORM |
| 3.A.1 | Main Flow > Accepted | TASK | Execute TASK action |
Data Touchpoints
| Field | Usage | Contexts |
|---|---|---|
| hs_analytics_source | read | enrollmentTrigger |
Action Narrative
- Delay
- Branch:
- TASK
Group: Sales Activity Notifications