Each weekday morning, emails you the HubSpot deals due to close in 7 days that nobody has touched for 5.
Uses
Gmail
HubSpot
Daily email of quiet deals closing this week
A deal that is about to close and has gone quiet is the one most likely to slip. Each morning this finds the open HubSpot deals expected to close in the next 7 days that nobody has touched for 5 days.
You get one email with a table of the deal, its amount, its expected close date and its owner. Nothing is sent when there are none.
myEmail to blank.quiet_deals.HubSpotquiet_deals.total is greater than 0If quiet_deals.total is greater than 0Yes
quiet_deals.results Save it as table.myEmail. Save it as sent.
Subject: Deals closing this week that have gone quiettable.htmlGmailNo
No steps