---
title: Citrus CRM Automations Specification
type: article
created: '2026-04-05'
updated: '2026-04-05'
source_docs:
- raw/2025-12-05-weekly-call-w-ben-106712516.md
tags:
- citrus
- hubspot
- crm
- automations
- spec
layer: 2
client_source: null
industry_context: null
transferable: true
---

# Citrus CRM Automations Specification

This article documents the expected HubSpot automations for [[wiki/clients/citrus/index|Citrus America]], compiled from past Fathom call recordings. The spec format follows a **Trigger → Action** pattern as established during the [[wiki/meetings/2026-04-05-weekly-call-ben-citrus-crm-handoff|Citrus CRM Handoff planning call]].

> **Status:** In progress — Ben is compiling this list from past Fathoms. Audit with Mark scheduled for Mon/Tue the week of the Thursday Miriam call.

---

## Purpose

Chris previously owned the HubSpot automation build for Citrus. Ownership has transferred to Ben. This spec serves as the canonical reference for:

- What automations were scoped and promised to the client (Miriam)
- Which are complete vs. incomplete
- What remains to be built before or after the Thursday client call

---

## Spec Format

Each automation should be documented in the following format:

```
Trigger → Action
```

**Example:**
> A contact submits the intake form → Contact is enrolled in the onboarding sequence and assigned to the sales owner for their region.

---

## Automations List

> ⚠️ **This section is a placeholder.** Ben is actively pulling automation specs from past Fathom recordings and ClickUp tasks. Items should be added here as they are identified.

| # | Trigger | Action | Status | Notes |
|---|---------|--------|--------|-------|
| 1 | _TBD_ | _TBD_ | Unknown | To be filled from Fathom review |
| 2 | _TBD_ | _TBD_ | Unknown | To be filled from Fathom review |

---

## Audit Notes

To be completed during the Mon/Tue review session with Mark.

- **Done:** _(list automations confirmed complete)_
- **In Progress:** _(list automations partially built)_
- **Not Started:** _(list automations not yet touched)_
- **Blocked:** _(list anything requiring access, decisions, or client input)_

---

## Access & Prerequisites

- Ben currently has **viewer-only** access to the Citrus HubSpot account
- Build access must be secured before any automation work can proceed
- Mark to advise on access request process if needed

---

## Key Contacts

| Name | Role | Notes |
|------|------|-------|
| Miriam | Citrus client stakeholder | Expectations for Thursday call unclear; spec review may surface them |
| Ben San Fratello | Asymmetric — new automation owner | Taking over from Chris |
| Mark Hope | Asymmetric — oversight | Joining Thursday call; leading Mon/Tue audit session |
| Chris | Asymmetric — previous owner | No longer on project; Fathoms are primary source of prior work |

---

## Related

- [[wiki/meetings/2026-04-05-weekly-call-ben-citrus-crm-handoff|Weekly Call: Citrus CRM Handoff Plan (Apr 5, 2026)]]
- [[wiki/clients/citrus/index|Citrus America — Client Index]]
- [[wiki/knowledge/hubspot/index|HubSpot Knowledge Base]]