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Stale deals closing this month, to each rep
Every weekday, emails each rep their open HubSpot deals due this month that have gone quiet for 14 days.
Every weekday at 08:002 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 closing this month that nobody has touched for 14 days.
For each
repIf
rep.keyis not empty- 2GmailSendEmails each rep their stale deals.
- 2
How it works
What happens on each run, in plain English.
A deal due this month that has gone quiet is the one most likely to slip. This finds them every weekday morning and tells the rep who owns each.
Each rep gets one email with only their own deals, so there is no pipeline report to dig through. Reps with nothing stale hear nothing.
hubspotgmailweekdayspipeline
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