Email each rep their deals closing this month

Reps lose track of which deals are meant to close this month, and a team-wide report buries each person's own list. Every Monday at 8:00 this finds the open HubSpot deals due to close this month and sends each rep an email with only their own deals and what each is worth.

Deals with no owner are left out, since there is nobody to send them to.

Run every Monday at 08:00.Run every Monday at 08:00.

Open deals due to close this monthFind deals. Save it as deals.HubSpot

Deals grouped by repGroup the items in deals.results by owner_email and save it as deals_by_rep.

Each repFor each rep in deals_by_rep:

Their deals, one per lineWrite each item in rep.items as • @item.properties.dealname – @item.amount_display, one per line and save it as deal_lines.

If rep.key isn't blankIf rep.key isn't blank

Yes

Email the rep their dealsSend an email to rep.key. Save it as emailed. Subject: Your deals closing this monthHi, Here are your open deals due to close this month: deal_lines Good luck!Gmail

No

No steps