---
title: HubSpot BANT Fields & SQL Workflow — Citrus America
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2026-01-06-cai-hubspot-automations-proposed-time-112254609.md
tags:
- hubspot
- automation
- bant
- sql
- mql
- citrus
- workflows
- crm
layer: 2
client_source: Citrus America
industry_context: food-beverage
transferable: false
---

# HubSpot BANT Fields & SQL Workflow — Citrus America

## Overview

Internal working session between Ben San Fratello and Mark Hope to plan and review HubSpot automation work for [[wiki/clients/current/citrus-america/_index|Citrus America]]. The session covered two main threads: resolving Ben's access limitations to the Citrus HubSpot sales workspace, and designing the BANT field structure and SQL workflow logic. A secondary thread addressed active issues with [[wiki/clients/current/reynolds/_index|Reynolds]].

**Date:** 2026-04-05
**Attendees:** Ben San Fratello, Mark Hope

---

## Key Decisions

- **BANT fields should be checkboxes, not text/dropdown.** The original fields (single text for Budget, dropdown for Authority) were replaced with four boolean checkbox fields — one per BANT component — to enable clean `true/false` logic in workflow automation.
- **A fifth field, BANT Notes, will be added** as a plain text field for reps to capture qualitative context from discovery conversations.
- **SQL workflow will be cloned from the MQL workflow.** Rather than building from scratch, the existing MQL automation serves as the template. The SQL version retains all MQL criteria and adds a new criteria group requiring all four BANT checkboxes to be checked.
- **BANT criteria belong in the top enrollment tile,** not as downstream steps. All qualification logic lives in the entry condition, consistent with how the MQL workflow is structured.
- **HubSpot sales workspace access is not required.** Ben can view and verify deal records via the main CRM → Deals tab, which provides sufficient visibility without a Sales Hub seat.

---

## BANT Field Structure

| Field | Type | Purpose |
|---|---|---|
| Budget | Checkbox | Has the prospect confirmed budget availability? |
| Authority | Checkbox | Has the decision-maker been identified? |
| Need | Checkbox | Has a clear business need been established? |
| Timeline | Checkbox | Has a purchase timeline been confirmed? |
| BANT Notes | Text | Free-form notes from discovery; not used in automation logic |

All five fields are deal-level properties and must be added to the deal record card via **Customize Properties** in the deal view.

---

## SQL Workflow Build Plan

1. **Clone** the existing *MQL — Marketing Qualified Lead* workflow.
2. **Rename** the clone to *SQL — Sales Qualified Lead*.
3. **Open the top enrollment tile** (the criteria block that currently checks for known name, email, phone, state, and category).
4. **Add a new criteria group** at the bottom of that tile using AND logic:
   - Budget is `true`
   - Authority is `true`
   - Need is `true`
   - Timeline is `true`
5. **Result:** A contact becomes an SQL only when they satisfy all MQL criteria *and* a rep has completed the full BANT assessment.

> **Note:** The BANT checkbox fields must be created before the workflow criteria can be configured. Complete field creation first, then return to finish the workflow.

---

## HubSpot Access Issue

Ben's core HubSpot seat blocked access to the Citrus sales workspace. Mark attempted to assign an available seat but the seat pool was exhausted. **Workaround confirmed:** the CRM → Deals tab provides full deal record visibility and is sufficient for verifying property changes and automation behavior. Sales workspace access is not needed.

---

## Action Items

- [ ] **Ben:** Delete the original BANT fields (single text / dropdown variants) from Citrus HubSpot deal properties
- [ ] **Ben:** Create four new checkbox deal properties: Budget, Authority, Need, Timeline
- [ ] **Ben:** Create one text deal property: BANT Notes
- [ ] **Ben:** Add all five new fields to the deal record card via Customize Properties
- [ ] **Ben:** Clone the MQL workflow; rename to SQL — Sales Qualified Lead
- [ ] **Ben:** Add BANT criteria group (all four checkboxes = true) to the top enrollment tile of the cloned workflow
- [ ] **Ben:** Notify Mark when complete for review before enabling the workflow

---

## Related

- [[wiki/clients/current/citrus-america/_index|Citrus America — Client Index]]
- [[wiki/clients/current/reynolds/2026-04-05-targeting-call-whisper-issues|Reynolds — Targeting & Call Whisper Issues (2026-04-05)]]