Daily email of quiet deals closing this week
Each weekday morning, emails you the HubSpot deals due to close in 7 days that nobody has touched for 5.
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.
- 1HubSpotSearch dealsFinds open deals closing within 7 days that nobody has touched for 5 days.
If
quiet_deals.totalis more than 0- 2GmailSendEmails you the table.
- 2
How it works
What happens on each run, in plain English.
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.
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