Contacts into deals: new workflows against the old

Drawn from the definitions as HubSpot stores them (new: .cache/new-flows.json, old: .cache/flows/). All six new workflows are off. Nothing old has been changed. Brief: docs/briefs/contacts-to-deals-new-workflows.md.

Which old workflows each new one replaces

Orange runs on the contact, blue on the deal. 16 old workflows become 6. The other 6 that switch off and the 5 that stay are listed in the brief.

flowchart LR
subgraph OLD["Old workflows (16)"]
direction TB
O4840239825["[Revenue] Create Deal When a Contact is<br>Created (Manual)"]:::contact
O3993485017["[MA] Create Deal When a Contact is Created<br>(Manual)"]:::contact
O4214874841["[MA - Mailer] Create Deal When a Contact is<br>Created"]:::contact
O4862227151["[Revenue] Create Deal For Existing Contact"]:::contact
O4022156987["[MA] Create Deal When Reinie Assign Leads to<br>Cass"]:::contact
O3984698078["Update Lead Stage to SQL"]:::deal
O3957254905["[Lifecycle Stage] Update Sales Qualified<br>Lead"]:::contact
O3957973696["[Lifecycle Stage] Update Marketing Qualified<br>Lead"]:::contact
O3689424627["[TikTok] Update Original Source"]:::contact
O3710728935["[Meta - BlueTap Purchase] Update Original<br>Source"]:::contact
O3710743279["[Google - BlueTap Purchase] Update Original<br>Source"]:::contact
O3710757604["[Direct - BlueTap Purchase] Update Original<br>Source"]:::contact
O3689422569["[Meta #amp; Google Ads] Tag PAYMENT TERMINAL"]:::contact
O4010952394["[TikTok Revenue Form] Set Contact Owner to<br>Reinie"]:::contact
O4813107900["[Revenue] Referral to MA"]:::deal
O4713268950["Revenue: Deal - Map Parent Industry from<br>Contact"]:::deal
end
subgraph NEW["New workflows (6)"]
direction TB
N1["New 1: Intake: manually created<br>contact becomes a deal"]:::contact
N2["New 2: Intake: re-routed contact<br>becomes a deal"]:::contact
N3["New 3: Deal: lead stage and<br>lifecycle from deal stage"]:::deal
N4["New 4: Deal: source, product and<br>owner fixes"]:::deal
N5["New 5: Deal: Revenue deal referred<br>to MA (drop and recreate)"]:::deal
N6["New 6: Deal: parent industry from<br>deal industry"]:::deal
end
O4840239825 --> N1
O3993485017 --> N1
O4214874841 --> N1
O4862227151 --> N2
O4022156987 --> N2
O3984698078 --> N3
O3957254905 --> N3
O3957973696 --> N3
O3689424627 --> N4
O3710728935 --> N4
O3710743279 --> N4
O3710757604 --> N4
O3689422569 --> N4
O4010952394 --> N4
O4813107900 --> N5
O4713268950 --> N6
classDef contact fill:#ffe6cc,stroke:#d79b00
classDef deal fill:#dae8fc,stroke:#6c8ebf

New 1: Intake: manually created contact becomes a deal

Runs on the contact. 5066037946, off. Replaces 3 old workflows.

New

flowchart TD
nT("Trigger (contact): contact is created, only if<br>it matches one of 11 condition groups (the old<br>triggers, below, combined)"):::trigger
nT --> nA1
nA1{{"Which path?"}}:::branch
nA1 -->|"Revenue: Reinie's offline and<br>social leads"| nA117
nA117{{"Which path?"}}:::branch
nA117 -->|"Offline Source"| nA118
nA118{{"Which path?"}}:::branch
nA118 -->|"If Company exists"| nA119
nA119["Create company: owner EPOS SALES (3<br>fields set)"]:::create
nA119 --> nA127
nA127["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
nA127 --> nA114
nA114["Set Contact owner = Reinie Lim"]:::set
nA118 -->|"none of these"| nA120
nA120["Create company: owner EPOS SALES (2<br>fields set)"]:::create
nA120 --> nA128
nA128["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
nA128 --> nA115
nA115["Set Contact owner = Reinie Lim"]:::set
nA117 -->|"Organic Social"| nA121
nA121{{"Which path?"}}:::branch
nA121 -->|"If Company exists"| nA122
nA122["Create company: owner EPOS SALES (3<br>fields set)"]:::create
nA122 --> nA129
nA129["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
nA129 --> nA114
nA121 -->|"none of these"| nA123
nA123["Create company: owner EPOS SALES (2<br>fields set)"]:::create
nA123 --> nA130
nA130["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
nA130 --> nA115
nA117 -->|"Paid Social"| nA124
nA124{{"Which path?"}}:::branch
nA124 -->|"If Company exists"| nA125
nA125["Create company: owner EPOS SALES (3<br>fields set)"]:::create
nA125 --> nA131
nA131["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
nA131 --> nA114
nA124 -->|"none of these"| nA126
nA126["Create company: owner EPOS SALES (2<br>fields set)"]:::create
nA126 --> nA132
nA132["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
nA132 --> nA115
nA117 -->|"none of these"| nA109
nA109{{"Which path?"}}:::branch
nA109 -->|"If Company exists"| nA110
nA110["Create company: owner EPOS SALES (3<br>fields set)"]:::create
nA110 --> nA112
nA112["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
nA112 --> nA114
nA109 -->|"none of these"| nA111
nA111["Create company: owner EPOS SALES (2<br>fields set)"]:::create
nA111 --> nA113
nA113["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
nA113 --> nA115
nA1 -->|"MA: Cassandra's Mailer leads"| nA301
nA301["Create deal: stage 3430147771, which is<br>in no pipeline, owner Cassandra Chua (6<br>fields set)"]:::create
nA1 -->|"MA: Cassandra's social leads"| nA201
nA201["Create deal: New Inbound (MA Team SG),<br>owner Cassandra Chua (8 fields set)"]:::create
nA201 --> nA202
nA202["Set deal Deal Channel = Organic Social"]:::set
nA202 --> nA203
nA203{{"Which path?"}}:::branch
nA203 -->|"XHS"| nA204
nA204["Set deal Deal Sub-Channel = TikTok<br>(Organic)"]:::set
nA203 -->|"TikTok"| nA205
nA205["Set deal Deal Sub-Channel = TikTok<br>(Organic)"]:::set
nA203 -->|"IG"| nA206
nA206["Set deal Deal Sub-Channel = Instagram<br>(Organic)"]:::set
nA203 -->|"FB"| nA207
nA207["Set deal Deal Sub-Channel = Facebook<br>(Organic)"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Old (replaced), each runs on its own today

[Revenue] Create Deal When a Contact is Created (Manual)

Runs on the contact. 4840239825, on.

flowchart TD
o0T("Trigger (contact): contact is created, only if<br>it matches one of 8 condition groups"):::trigger
o0T --> o0A17
o0A17{{"Which path?"}}:::branch
o0A17 -->|"Offline Source"| o0A18
o0A18{{"Which path?"}}:::branch
o0A18 -->|"If Company exists"| o0A19
o0A19["Create company: owner EPOS SALES (3<br>fields set)"]:::create
o0A19 --> o0A27
o0A27["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
o0A27 --> o0A14
o0A14["Set Contact owner = Reinie Lim"]:::set
o0A18 -->|"none of these"| o0A20
o0A20["Create company: owner EPOS SALES (2<br>fields set)"]:::create
o0A20 --> o0A28
o0A28["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
o0A28 --> o0A15
o0A15["Set Contact owner = Reinie Lim"]:::set
o0A17 -->|"Organic Social"| o0A21
o0A21{{"Which path?"}}:::branch
o0A21 -->|"If Company exists"| o0A22
o0A22["Create company: owner EPOS SALES (3<br>fields set)"]:::create
o0A22 --> o0A29
o0A29["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
o0A29 --> o0A14
o0A21 -->|"none of these"| o0A23
o0A23["Create company: owner EPOS SALES (2<br>fields set)"]:::create
o0A23 --> o0A30
o0A30["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
o0A30 --> o0A15
o0A17 -->|"Paid Social"| o0A24
o0A24{{"Which path?"}}:::branch
o0A24 -->|"If Company exists"| o0A25
o0A25["Create company: owner EPOS SALES (3<br>fields set)"]:::create
o0A25 --> o0A31
o0A31["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
o0A31 --> o0A14
o0A24 -->|"none of these"| o0A26
o0A26["Create company: owner EPOS SALES (2<br>fields set)"]:::create
o0A26 --> o0A32
o0A32["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (9 fields set)"]:::create
o0A32 --> o0A15
o0A17 -->|"none of these"| o0A9
o0A9{{"Which path?"}}:::branch
o0A9 -->|"If Company exists"| o0A10
o0A10["Create company: owner EPOS SALES (3<br>fields set)"]:::create
o0A10 --> o0A12
o0A12["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
o0A12 --> o0A14
o0A9 -->|"none of these"| o0A11
o0A11["Create company: owner EPOS SALES (2<br>fields set)"]:::create
o0A11 --> o0A13
o0A13["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
o0A13 --> o0A15
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[MA] Create Deal When a Contact is Created (Manual)

Runs on the contact. 3993485017, on.

flowchart TD
o1T("Trigger (contact): contact is created, only if<br>(Source is any of Facebook AND Original Source<br>is any of Paid Social AND Lead Handled By is<br>any of Cassandra AND Products/Services is any<br>of EPOS360 (BLUETAP DEVICE), EPOS360 AND<br>Original Source Drill-Down 1 is u…"):::trigger
o1T --> o1A1
o1A1["Create deal: New Inbound (MA Team SG),<br>owner Cassandra Chua (8 fields set)"]:::create
o1A1 --> o1A2
o1A2["Set deal Deal Channel = Organic Social"]:::set
o1A2 --> o1A3
o1A3{{"Which path?"}}:::branch
o1A3 -->|"XHS"| o1A4
o1A4["Set deal Deal Sub-Channel = TikTok<br>(Organic)"]:::set
o1A3 -->|"TikTok"| o1A5
o1A5["Set deal Deal Sub-Channel = TikTok<br>(Organic)"]:::set
o1A3 -->|"IG"| o1A6
o1A6["Set deal Deal Sub-Channel = Instagram<br>(Organic)"]:::set
o1A3 -->|"FB"| o1A7
o1A7["Set deal Deal Sub-Channel = Facebook<br>(Organic)"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[MA - Mailer] Create Deal When a Contact is Created

Runs on the contact. 4214874841, on.

flowchart TD
o2T("Trigger (contact): contact is created, only if<br>Source is any of Mailer AND Original Source is<br>any of Offline Sources AND Lead Handled By is<br>any of Cassandra AND Products/Services is any<br>of PAYMENT TERMINALS (N950), POS, SOUNDBOX,<br>GRANTS, EPOS360 AND Original…"):::trigger
o2T --> o2A1
o2A1["Create deal: stage 3430147771, which is<br>in no pipeline, owner Cassandra Chua (6<br>fields set)"]:::create
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

New 2: Intake: re-routed contact becomes a deal

Runs on the contact. 5066037947, off. Replaces 2 old workflows.

New

flowchart TD
nT("Trigger (contact): Inbound Routing changes to<br>Create Deal in Revenue Pipeline OR Inbound<br>Routing changes to Demo Scheduled for MA<br>(Recontact) or Demo Scheduled for MA"):::trigger
nT --> nA1
nA1{{"Which path?"}}:::branch
nA1 -->|"Revenue: routed to the Revenue<br>pipeline"| nA109
nA109{{"Which path?"}}:::branch
nA109 -->|"If Company exists"| nA110
nA110["Create company: owner EPOS SALES (3<br>fields set)"]:::create
nA110 --> nA112
nA112["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
nA112 --> nA114
nA114["Set Contact owner = Reinie Lim"]:::set
nA109 -->|"none of these"| nA111
nA111["Create company: owner EPOS SALES (2<br>fields set)"]:::create
nA111 --> nA113
nA113["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
nA113 --> nA115
nA115["Set Contact owner = Reinie Lim"]:::set
nA1 -->|"MA: Reinie hands an EPOS360 lead<br>to Cass"| nA201
nA201["Create deal: New Inbound (MA Team SG),<br>owner Cassandra Chua (9 fields set)"]:::create
nA201 --> nA203
nA203["Set deal Deal Name = [{new record's<br>createdate}] {firstname} | {company}"]:::set
nA203 --> nA204
nA204["Set Contact owner = Cassandra Chua"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Old (replaced), each runs on its own today

[Revenue] Create Deal For Existing Contact

Runs on the contact. 4862227151, on.

flowchart TD
o0T("Trigger (contact): Inbound Routing changes to<br>Create Deal in Revenue Pipeline"):::trigger
o0T --> o0A9
o0A9{{"Which path?"}}:::branch
o0A9 -->|"If Company exists"| o0A10
o0A10["Create company: owner EPOS SALES (3<br>fields set)"]:::create
o0A10 --> o0A12
o0A12["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
o0A12 --> o0A14
o0A14["Set Contact owner = Reinie Lim"]:::set
o0A9 -->|"none of these"| o0A11
o0A11["Create company: owner EPOS SALES (2<br>fields set)"]:::create
o0A11 --> o0A13
o0A13["Create deal: New Inbound (Revenue Team<br>SG), owner Reinie Lim (8 fields set)"]:::create
o0A13 --> o0A15
o0A15["Set Contact owner = Reinie Lim"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[MA] Create Deal When Reinie Assign Leads to Cass

Runs on the contact. 4022156987, on.

flowchart TD
o1T("Trigger (contact): Inbound Routing changes to<br>Demo Scheduled for MA (Recontact) or Demo<br>Scheduled for MA, only if Contact owner is any<br>of Reinie Lim AND Lead Handled By is any of<br>Reinie AND Products/Services is any of EPOS360<br>(BLUETAP DEVICE), EPOS360"):::trigger
o1T --> o1A1
o1A1["Create deal: New Inbound (MA Team SG),<br>owner Cassandra Chua (9 fields set)"]:::create
o1A1 --> o1A3
o1A3["Set deal Deal Name = [{new record's<br>createdate}] {firstname} | {company}"]:::set
o1A3 --> o1A4
o1A4["Set Contact owner = Cassandra Chua"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

New 3: Deal: lead stage and lifecycle from deal stage

Runs on the deal. 5065159362, off. Replaces 3 old workflows.

New

flowchart TD
nT("Trigger (deal): Deal Stage changes, only if<br>Pipeline is any of Revenue Team SG, MA Team SG"):::trigger
nT --> nA1
nA1{{"Which path?"}}:::branch
nEND(["nothing happens"]):::wait
nA1 -->|"Closed won: leave as is"| nEND
nA1 -->|"Demo scheduled or later<br>(probability 40%+)"| nA2
nA2["Set Lead Stage = SQL"]:::set
nA2 --> nA3
nA3["Set contact Lifecycle Stage = Sales<br>Qualified Lead"]:::set
nA1 -->|"Before demo, or lost"| nA4
nA4["Set contact Lifecycle Stage = Marketing<br>Qualified Lead"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Old (replaced), each runs on its own today

Update Lead Stage to SQL

Runs on the deal. 3984698078, on.

flowchart TD
o0T("Trigger (deal): Deal probability ≥ 0.4"):::trigger
o0T --> o0A1
o0A1["Set Lead Stage = SQL"]:::set
o0A1 --> o0A2
o0A2["Set contact Lead Stage = SQL"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[Lifecycle Stage] Update Sales Qualified Lead

Runs on the contact. 3957254905, on.

flowchart TD
o1T("Trigger (contact): Enquiry Status is any of<br>[Established First Contact] Demo Scheduled AND<br>(deal: Deal Stage is none of Closed Won<br>(Automated) (Revenue Team SG), Closed Won (MA<br>Team SG))"):::trigger
o1T --> o1A1
o1A1["Set Lifecycle Stage = Sales Qualified<br>Lead"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[Lifecycle Stage] Update Marketing Qualified Lead

Runs on the contact. 3957973696, on.

flowchart TD
o2T("Trigger (contact): Enquiry Status is any of<br>Cold, Demo Cancelled, Closed, [Established<br>First Contact] Reschedule, [First Outreach]<br>Uncontactable, Future Prospect …"):::trigger
o2T --> o2A1
o2A1["Set Lifecycle Stage = Marketing<br>Qualified Lead"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

New 4: Deal: source, product and owner fixes

Runs on the deal. 5066044118, off. Replaces 6 old workflows.

New

flowchart TD
nT("Trigger (deal): Create Date is known"):::trigger
nT --> nA1
nA1["Wait 5 minutes"]:::wait
nA1 --> nA2
nA2{{"Which path?"}}:::branch
nA2 -->|"TikTok lead (integration)"| nA3
nA3["Set Deal Channel = Paid Social"]:::set
nA3 --> nA4
nA4["Set Deal Sub-Channel = TikTok Ads"]:::set
nA4 --> nA11
nA11{{"Which path?"}}:::branch
nA11 -->|"Payment terminal ad or form"| nA12
nA12["Add PAYMENT TERMINALS (N950) to Proposed<br>Products"]:::set
nA12 --> nA13
nA13{{"Which path?"}}:::branch
nA13 -->|"TikTok Revenue instant form"| nA14
nA14["Set Deal owner = Reinie Lim"]:::set
nA11 -->|"Not payment terminal"| nA13
nA2 -->|"BlueTap purchase from Meta"| nA5
nA5["Set Deal Channel = Paid Social"]:::set
nA5 --> nA6
nA6["Set Deal Sub-Channel = Meta Ads"]:::set
nA6 --> nA11
nA2 -->|"BlueTap purchase from Google"| nA7
nA7["Set Deal Channel = Paid Search"]:::set
nA7 --> nA8
nA8["Set Deal Sub-Channel = Google Ads"]:::set
nA8 --> nA11
nA2 -->|"BlueTap purchase, direct"| nA9
nA9["Set Deal Channel = Direct Traffic"]:::set
nA9 --> nA10
nA10["Set Deal Sub-Channel = Direct"]:::set
nA10 --> nA11
nA2 -->|"No source fix"| nA11
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Old (replaced), each runs on its own today

[TikTok] Update Original Source

Runs on the contact. 3689424627, on.

flowchart TD
o0T("Trigger (contact): Original Source Drill-Down<br>1 = INTEGRATION AND Original Source Drill-Down<br>2 = 1657687"):::trigger
o0T --> o0A1
o0A1["Set Original Source = Paid Social"]:::set
o0A1 --> o0A2
o0A2["Set Source = TikTok"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[Meta - BlueTap Purchase] Update Original Source

Runs on the contact. 3710728935, on.

flowchart TD
o1T("Trigger (contact): Original Source is any of<br>Offline Sources AND UTM Source = facebook"):::trigger
o1T --> o1A3
o1A3["Set Source = Facebook"]:::set
o1A3 --> o1A2
o1A2["Set Original Source = Paid Social"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[Google - BlueTap Purchase] Update Original Source

Runs on the contact. 3710743279, on.

flowchart TD
o2T("Trigger (contact): Original Source is any of<br>Offline Sources AND UTM Source = google"):::trigger
o2T --> o2A2
o2A2["Set Original Source = Paid Search"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[Direct - BlueTap Purchase] Update Original Source

Runs on the contact. 3710757604, on.

flowchart TD
o3T("Trigger (contact): Original Source is any of<br>Offline Sources AND UTM Source = (direct)"):::trigger
o3T --> o3A2
o3A2["Set Original Source = Direct Traffic"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[Meta & Google Ads] Tag PAYMENT TERMINAL

Runs on the contact. 3689422569, on.

flowchart TD
o4T("Trigger (contact): (Original Source Drill-Down<br>2 = EPOS | Lead Gen | Payment Terminal | 09<br>Feb 2026) OR (Original Source Drill-Down 1 =<br>search payment terminal) OR (Source is any of<br>Hubspot Form AND Recent Conversion = Payment<br>Terminal | EPOS POS System: Epos…"):::trigger
o4T --> o4A1
o4A1["Set Products/Services = PAYMENT<br>TERMINALS (N950)"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

[TikTok Revenue Form] Set Contact Owner to Reinie

Runs on the contact. 4010952394, on.

flowchart TD
o5T("Trigger (contact): UTM Campaign = EPOS | Lead<br>Gen | Instant Form, EPOS | Lead Gen (Smart+) |<br>Instant Form"):::trigger
o5T --> o5A1
o5A1["Set Contact owner = Reinie Lim"]:::set
o5A1 --> o5A2
o5A2["Set Lead Handled By = Reinie"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

New 5: Deal: Revenue deal referred to MA (drop and recreate)

Runs on the deal. 5066044152, off. Replaces 1 old workflow.

New

flowchart TD
nT("Trigger (deal): Pipeline is any of Revenue<br>Team SG AND Referral to MA is any of Create<br>New Deal"):::trigger
nT --> nA1
nA1["Create deal: New Inbound (MA Team SG),<br>owner Low Qiao Yu (16 fields set)"]:::create
nA1 --> nA2
nA2["Set Deal Stage = Drop (Revenue Team SG)"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Old (replaced), each runs on its own today

[Revenue] Referral to MA

Runs on the deal. 4813107900, on.

flowchart TD
o0T("Trigger (deal): Referral to MA is any of Move<br>Deal, Create New Deal"):::trigger
o0T --> o0A11
o0A11{{"Branch on Referral to MA"}}:::branch
o0A11 -->|"Move Deal"| o0A13
o0A13["Set Referred By = copy of<br>hubspot_owner_id"]:::set
o0A13 --> o0A16
o0A16["Set Pipeline = MA Team SG"]:::set
o0A16 --> o0A14
o0A14["Set Deal Stage = New Inbound (MA Team<br>SG)"]:::set
o0A14 --> o0A17
o0A17["Set Deal owner = Low Qiao Yu"]:::set
o0A17 --> o0A18
o0A18["Set Product = EPOS360"]:::set
o0A11 -->|"Create New Deal"| o0A15
o0A15["Create deal: New Inbound (MA Team SG),<br>owner Low Qiao Yu (16 fields set)"]:::create
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

New 6: Deal: parent industry from deal industry

Runs on the deal. 5066045119, off. Replaces 1 old workflow.

New

flowchart TD
nT("Trigger (deal): Pipeline is any of Revenue<br>Team SG AND Industry is known AND Parent<br>Industry is unknown"):::trigger
nT --> nA1
nA1{{"Branch on Industry"}}:::branch
nA1 -->|"F#amp;B"| nA2
nA2["Set Parent Industry = FnB"]:::set
nA1 -->|"2: Minimart, Retail"| nA3
nA3["Set Parent Industry = RETAIL"]:::set
nA1 -->|"4: Services, Hair Salon, Gym +1<br>more"| nA5
nA5["Set Parent Industry = SERVICES"]:::set
nA1 -->|"16: Others, Automobile,<br>Educational +13 more"| nA7
nA7["Set Parent Industry = OTHERS"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Old (replaced), each runs on its own today

Revenue: Deal - Map Parent Industry from Contact

Runs on the deal. 4713268950, on.

flowchart TD
o0T("Trigger (deal): Pipeline is any of Revenue<br>Team SG AND Create Date is between 2026-05-01<br>and 2026-08-31 AND Parent Industry is unknown"):::trigger
o0T --> o0A1
o0A1{{"Branch on the contact's Industry Type"}}:::branch
o0A1 -->|"F#amp;B"| o0A2
o0A2["Set Parent Industry = FnB"]:::set
o0A1 -->|"2: Minimart, Retail"| o0A3
o0A3["Set Parent Industry = RETAIL"]:::set
o0A1 -->|"4: Services, Hair Salon, Gym +1<br>more"| o0A5
o0A5["Set Parent Industry = SERVICES"]:::set
o0A1 -->|"16: Others, Automobile,<br>Educational +13 more"| o0A7
o0A7["Set Parent Industry = OTHERS"]:::set
classDef trigger fill:#fff,stroke:#333,stroke-width:2px
classDef branch fill:#fff2cc,stroke:#d6b656
classDef create fill:#d5e8d4,stroke:#82b366
classDef set fill:#dae8fc,stroke:#6c8ebf
classDef wait fill:#f5f5f5,stroke:#999
classDef notify fill:#e1d5e7,stroke:#9673a6

Contacts into deals: the six new workflows against the old ones

Which old workflows each new one replaces

New 1: Intake: manually created contact becomes a deal

New

Old (replaced), each runs on its own today

[Revenue] Create Deal When a Contact is Created (Manual)

[MA] Create Deal When a Contact is Created (Manual)

[MA - Mailer] Create Deal When a Contact is Created

New 2: Intake: re-routed contact becomes a deal

New

Old (replaced), each runs on its own today

[Revenue] Create Deal For Existing Contact

[MA] Create Deal When Reinie Assign Leads to Cass

New 3: Deal: lead stage and lifecycle from deal stage

New

Old (replaced), each runs on its own today

Update Lead Stage to SQL

[Lifecycle Stage] Update Sales Qualified Lead

[Lifecycle Stage] Update Marketing Qualified Lead

New 4: Deal: source, product and owner fixes

New

Old (replaced), each runs on its own today

[TikTok] Update Original Source

[Meta - BlueTap Purchase] Update Original Source

[Google - BlueTap Purchase] Update Original Source

[Direct - BlueTap Purchase] Update Original Source

[Meta & Google Ads] Tag PAYMENT TERMINAL

[TikTok Revenue Form] Set Contact Owner to Reinie

New 5: Deal: Revenue deal referred to MA (drop and recreate)

New

Old (replaced), each runs on its own today

[Revenue] Referral to MA

New 6: Deal: parent industry from deal industry

New

Old (replaced), each runs on its own today

Revenue: Deal - Map Parent Industry from Contact