Outbound - AE to BDR - Step 2 (Event)

FieldValue
ID99192734
StatusEnabled
Object TypeCONTACT
Scopesales
CreatedDec 23, 2025
UpdatedDec 23, 2025

Functional Analysis

Business Trigger: Continuation of event prospect AE to BDR handoff process

Business Outcome: Completes BDR assignment and outreach initiation for event prospects

Type: Routing | Complexity: medium

Second step in multi-workflow routing process

**HubSpot Workaround:** Multi-step workflow pattern indicates HubSpot limitation workaround

How This Workflow Functions

This workflow is designed to convert the trigger "Continuation of event prospect AE to BDR handoff process" into the outcome "Completes BDR assignment and outreach initiation for event prospects".

Runtime MetricValue
Total action nodes17
Decision points (branches)3
Data update actions0
Delay/wait actions4
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 > RejectedBRANCHEvaluate conditions: unknown_property HAS_FILLED_OUT_FORM
1.R.2.R.9.R.1Main Flow > Rejected > Rejected > RejectedWEBHOOKSend webhook to https://api.clay.com/v3/sources/webhook/pull-in-data-from-a-webhook-09a029e7-9712-4dc6-9147-7560bc811eb6
1.R.2.R.9.R.2Main Flow > Rejected > Rejected > RejectedEXTENSIONExecute EXTENSION action
1.R.2.R.9.R.3Main Flow > Rejected > Rejected > RejectedEXTENSIONExecute EXTENSION action
1.R.2.R.9.R.4Main Flow > Rejected > Rejected > RejectedUNSUPPORTED_ACTIONExecute UNSUPPORTED_ACTION action

Action Narrative

Group: AE-BDR Lead Routing