Outbound - AE to BDR - Step 2 (EMEA)

FieldValue
ID98824470
StatusEnabled
Object TypeCONTACT
Scopesales
CreatedDec 19, 2025
UpdatedDec 19, 2025

Functional Analysis

Business Trigger: Account Executive initiates handoff to Business Development Representative for EMEA region prospects

Business Outcome: BDR receives qualified prospect for outbound prospecting sequence continuation

Type: Routing | Complexity: medium

Regional routing logic and multi-step handoff process between sales roles

**HubSpot Workaround:** Multi-step workflow pattern suggests workaround for complex routing logic that HubSpot cannot handle in single workflow

How This Workflow Functions

This workflow is designed to convert the trigger "Account Executive initiates handoff to Business Development Representative for EMEA region prospects" into the outcome "BDR receives qualified prospect for outbound prospecting sequence continuation".

Runtime MetricValue
Total action nodes16
Decision points (branches)2
Data update actions0
Delay/wait actions5
Notification actions0
Task creation actions0
External call actions1

Enrollment / Entry Criteria

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

Step-by-Step Action Flow

SequenceContextAction TypeWhat Happens
1Main FlowBRANCHEvaluate branch logic and route to the matching path
1.A.1Main Flow > AcceptedSET_COMPANY_PROPERTYExecute SET_COMPANY_PROPERTY action
1.R.1Main Flow > RejectedDELAYDelay for a configured period
1.R.2Main Flow > RejectedBRANCHEvaluate branch logic and route to the matching path
1.R.2.R.1Main Flow > Rejected > RejectedLEAD_ASSIGNMENTExecute LEAD_ASSIGNMENT action
1.R.2.R.2Main Flow > Rejected > RejectedCOPY_PROPERTYExecute COPY_PROPERTY action
1.R.2.R.3Main Flow > Rejected > RejectedDELAYDelay for a configured period
1.R.2.R.4Main Flow > Rejected > RejectedCOPY_PROPERTYExecute COPY_PROPERTY action
1.R.2.R.5Main Flow > Rejected > RejectedDELAYDelay for a configured period
1.R.2.R.6Main Flow > Rejected > RejectedUNSUPPORTED_ACTIONExecute UNSUPPORTED_ACTION action
1.R.2.R.7Main Flow > Rejected > RejectedCOPY_PROPERTYExecute COPY_PROPERTY action
1.R.2.R.8Main Flow > Rejected > RejectedDELAYDelay for a configured period
1.R.2.R.9Main Flow > Rejected > RejectedWEBHOOKSend webhook to https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-dc2c1870-0fb4-4e16-8b9a-00f4c96a2799
1.R.2.R.10Main Flow > Rejected > RejectedEXTENSIONExecute EXTENSION action
1.R.2.R.11Main Flow > Rejected > RejectedDELAYDelay for a configured period
1.R.2.R.12Main Flow > Rejected > RejectedSET_CONTACT_PROPERTYExecute SET_CONTACT_PROPERTY action

Action Narrative

Group: AE-BDR Lead Routing