How it's built in HubSpot:Deal pipeline stagesWorkflows with enrollment triggersCustom code actionsConditional record cardsScheduled workflow
Deal
Harbor Point Logistics, Inc.
Amount $184,000 · Pipeline: Sales Pipeline · Owner Jordan Lee
About this deal
Activity
Deal Progress Validation
Deal Progress Requirements
Associations
In HubSpot
- One workflow per validated deal stage, plus a scheduled workflow
- A custom code action (Node.js, HubSpot API client) reads the deal and its associated records
- The code writes the results to deal properties and returns Passed or Failed
- A branch on that output moves the deal up or back with Edit record actions
- Record cards with conditional logic show the results to reps