Outbound - AE to BDR - Step 1 (EMEA)

FieldValue
ID98822179
StatusEnabled
Object TypeCONTACT
Scopesales
CreatedDec 19, 2025
UpdatedJan 14, 2026

Functional Analysis

Business Trigger: Contact in EMEA region needs reassignment from AE to BDR

Business Outcome: EMEA contacts are properly routed from AE to appropriate regional BDR

Type: Routing | Complexity: medium

Regional-specific logic requires territory-based routing rules

How This Workflow Functions

This workflow is designed to convert the trigger "Contact in EMEA region needs reassignment from AE to BDR" into the outcome "EMEA contacts are properly routed from AE to appropriate regional BDR".

Runtime MetricValue
Total action nodes9
Decision points (branches)3
Data update actions0
Delay/wait actions2
Notification actions0
Task creation actions0
External call actions0

Enrollment / Entry Criteria

_No explicit enrollment criteria were found in the extracted payload._

Step-by-Step Action Flow

SequenceContextAction TypeWhat Happens
1Main FlowDELAYDelay for a configured period
2Main FlowSET_CONTACT_PROPERTYExecute SET_CONTACT_PROPERTY action
3Main FlowBRANCHEvaluate branch logic and route to the matching path
3.A.1Main Flow > AcceptedSET_COMPANY_PROPERTYExecute SET_COMPANY_PROPERTY action
3.R.1Main Flow > RejectedDELAYDelay for a configured period
3.R.2Main Flow > RejectedBRANCHEvaluate conditions: num_associated_deals GTE 1 OR lifecyclestage SET_ANY 48512630;opportunity;customer
3.R.2.R.1Main Flow > Rejected > RejectedBRANCHEvaluate conditions: hubspot_owner_id SET_ANY 81790109
3.R.2.R.1.A.1Main Flow > Rejected > Rejected > AcceptedUNSUPPORTED_ACTIONExecute UNSUPPORTED_ACTION action
3.R.2.R.1.R.1Main Flow > Rejected > Rejected > RejectedLEAD_ASSIGNMENTExecute LEAD_ASSIGNMENT action

Data Touchpoints

FieldUsageContexts
num_associated_dealsreadbranchCondition
lifecyclestagereadbranchCondition
hubspot_owner_idreadbranchCondition

Action Narrative

Group: AE-BDR Lead Routing