Ask why a HubSpot deal was lost and log the answer
When a HubSpot deal is lost, asks its owner why and logs the answer in a sheet.
Apps it connects
Authenticate each one once and the workflow is ready to run.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1HubSpotDeal stage reached triggerStarts when a deal reaches the stage you choose, such as Closed lost.
- 2Google SheetsAppend rowLogs the deal and the owner's reason.
How it works
What happens on each run, in plain English.
Win-loss reasons are only useful if someone writes them down while they are fresh. When a deal reaches the stage you choose (Closed lost), this asks the deal's owner by email why it was lost.
Their answer goes in your Lost deals sheet beside the deal, its amount and its owner. If they do not answer within three days, the deal is still logged with no reason.
You may also be interested in
Weekly closed-won deals recap in SlackEvery Monday, posts how many HubSpot deals were won last week, what they are worth and the biggest one.
Email the deals nobody has touched in two weeksEvery Monday, emails the sales manager the open HubSpot deals with no activity in 14 days.
Nudge reps about stalled Salesforce dealsEvery Monday, each rep gets one Slack message listing their Salesforce deals with no activity or stage change in two weeks, biggest first.
Route every new sales enquiry to the right repChecks each new enquiry against who you sell to, sends good ones to the right rep in Slack with a reply drafted, and parks the rest.Start from a workflow that already works.
Add "Ask why a HubSpot deal was lost and log the answer" to your workspace, connect its apps, and make it yours.
Free plan, no credit card