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Email the deals nobody has touched in two weeks
Every Monday, emails the sales manager the open HubSpot deals with no activity in 14 days.
Every Monday at 09:002 apps2 steps
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 with no activity in 14 days, longest quiet first.
If
quiet_deals.totalis more than 0- 2GmailSendEmails the sales manager.
- 2
How it works
What happens on each run, in plain English.
Deals go quiet without anyone noticing. Every Monday at 9:00 this finds the open HubSpot deals nobody has touched in 14 days and emails the sales manager a table of each deal, its owner and its amount, with what they are worth together.
When every open deal has had activity, nothing is sent.
hubspotgmailweeklypipeline
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