Outbound - AE to BDR - Step 1 (Event)

FieldValue
ID99192690
StatusEnabled
Object TypeCONTACT
Scopesales
CreatedDec 23, 2025
UpdatedDec 23, 2025

Functional Analysis

Business Trigger: Event-triggered prospect requires AE to BDR handoff

Business Outcome: Initiates BDR outreach sequence for event-sourced prospects

Type: Routing | Complexity: medium

Multi-step process with event-specific routing logic

**HubSpot Workaround:** Multi-step workflow pattern suggests complex routing logic split across workflows

How This Workflow Functions

This workflow is designed to convert the trigger "Event-triggered prospect requires AE to BDR handoff" into the outcome "Initiates BDR outreach sequence for event-sourced prospects".

Runtime MetricValue
Total action nodes7
Decision points (branches)3
Data update actions0
Delay/wait actions1
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 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 conditions: num_associated_deals GTE 1 OR lifecyclestage SET_ANY 48512630;opportunity;customer
1.R.2.R.1Main Flow > Rejected > RejectedBRANCHEvaluate conditions: hubspot_owner_id SET_ANY 86258918;84417371;86526326;81790109;69713900;82757388;86970735;85412724;84996041;80432059;83340986;81613954;83632252
1.R.2.R.1.A.1Main Flow > Rejected > Rejected > AcceptedUNSUPPORTED_ACTIONExecute UNSUPPORTED_ACTION action
1.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