Mexico City · surrogate pipeline

Surrogate pipeline — live automation map

Every stage a Mexico surrogate journey moves through, and the automation that fires at each step. Tap any workflow to open it in HubSpot.

Generated 21 July 2026 from the live HubSpot automation API Portal 9304154 24 live · 3 held
Each stage lists the workflows that fire on it: → move automated stage move task task / reminder to the team held built, not yet switched on pipeline stage treatment hold closed lost
MX 1 RecruitmentRecruitment team
Enquiry Received
Journey created automatically from the enquiry form.
On entry
move to Chase after 1 day 1851775339
Chase Superchat sent from the Superchat side. Mover held until that send is set up.
→
Pre-Consultation Chase
Chase engine
Day 2·4·6·10 tasks 1851811441 → Day 15 to Unlikely 1851811441
Books a consult → team moves it on. Drops out of the chase automatically once it moves.
→
Consultation Booked
Reminders & moves
24h reminder 1851774480 → to Consultation on meeting day 1851775411 no-show tasks 1851811443
→
Consultation
Outcome
→ eligible → Compliance 1851775340 → unsuccessful → Lost 1851773304
→
Compliance Checks
Compliance
check task → Ennya 1851811444 ⇒ tick + confirm → MX 2 1849528880
Chase exhausted
Unlikely to Proceed
Day 35 final call 1851811442 → Day 36 auto Closed Lost 1851774359
Auto-close held pending team sign-off.
Closed Lost
Also reached from no-show (7 days, held: 1851774361).
MX 2 Medical HistoryMember Services & Clinical
Medical History
Reminder
24h call reminder 1851775356
Passes call + medically eligible → team moves it on.
→
Engagement Letter Issued
Documents & chase
send documents 1851827523 48h not signed 1851827524 4-week not returned 1851809548
→
Compliance Checks
Compliance
check task → Erika 1851810417 ⇒ tick + confirm → MX 3 1850741919
MX 3 ScreeningClinical & Andrea
First Steps → Psych → Legal
Team-driven moves through first steps, psych evaluation and legal consultation.
→
Pre-Screening Compliance
Psych, socioeconomic and legal all approved before clinical screening begins.
→
Clinical Screening
Treatment branch
→ treatment required → On Hold 1850689935
→
Post-Screening Compliance
Compliance
check task → Erika 1851811447 ⇒ tick + confirm → MX 4 1850753566
Treatment & rescreen loop

If clinical screening returns Treatment required, the journey parks in On Hold (for treatment). The team records each treatment and its own rescreen date; a task lands 3 days before each date, one per treatment (up to five), naming the specific test. Once retested, the outcome is updated and the journey rejoins Clinical Screening.

rescreen 1 1850742637 rescreen 2 1850679827 rescreen 3 1850674997 rescreen 4 1850679828 rescreen 5 1850692653
MX 4 MembershipMember Services
Membership Onboarding
Contract signed, received and uploaded. Insurance & invoicing happen post-match, not here.
→
Compliance Checks
Final compliance
⇒ tick + confirm → Ready to Match 1850753567
→
Ready to Match
Rejoins the main surrogate pipeline. The journey continues from here.

The two-tick gate

Held, on purpose

Still manual by design

This map is generated from the live HubSpot automation API, not drawn by hand — it reflects what is actually running. Workflow IDs in each chip link straight to the workflow editor in portal 9304154. Regenerated whenever the automations change. A separate layer of legacy pre-migration workflows is being retired in parallel and is not shown here.