Email each rep their deals closing this month
Every Monday, emails each sales rep the open HubSpot deals they own that are due to close this month, with amounts.
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 the open deals due to close this month, each with its owner and amount.
For each
repIf
rep.keyis not empty- 2GmailSendEmails each rep a list of only their own deals.
- 2
How it works
What happens on each run, in plain English.
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.
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