How it works This workflow identifies HubSpot deals that have gone untouched for 21+ days and automatically updates their status to Closed Lost. It fetches associated contacts, retrieves their details, and sends personalized follow-up emails requesting feedback. Finally, it notifies your team via Slack about the deals moved to Closed Lost. The workflow runs on a scheduled interval, ensuring consistent lead management without manual intervention. Step-by-step Trigger the workflow Schedule Trigger – Runs the workflow at a defined interval (daily, weekly, etc.). Get HubSpot Deals – Retrieves all deals with key properties from HubSpot. Extract Deal Fields – Normalizes deal data for consistent processing. Identify and update cold deals Filter Cold Leads (21+ days) – Keeps only deals not updated in the past 21 days. Update Deal to Closed Lost – Marks stale deals as Closed Lost in HubSpot. Map deals to contacts Fetch Deal Associations – Retrieves contacts linked to filtered deals. Extract Contact IDs – Parses associations to get contactId, dealId, and dealName. Get Contact Details – Fetches enriched contact information. Extract Contact Email – Simplifies data, keeping only the email field. Follow-up & team notification Send Gmail Feedback Request – Sends a personalized thank-you email requesting feedback. Send Slack Notification – Alerts the team about deals updated to Closed Lost. Why use this? Ensures timely closure of stale HubSpot deals, keeping your pipeline clean. Automates follow-up emails to gather valuable feedback from disengaged leads. Reduces manual effort in deal management and contact outreach. Keeps your team informed in real-time with Slack notifications. Improves sales process efficiency and lead data hygiene.
