Bibliothek / CRM & Vertriebspipeline
CRM & Vertriebspipeline
Stagnierende HubSpot-Deals mit OpenAI-Entwürfen und Slack-Eskalation wieder aufnehmen
Jeden Morgen durchsucht HubSpot nach Deals ohne aktuelle Aktivität, erstellt mit OpenAI für jeden Deal einen Wiederaufnahme-E-Mail-Entwurf und eskaliert hochwertige stagnierende Deals an Slack.
Was sie bewirkt
## Stalled Deal Rescue: AI Pipeline Reactivation Deals go quiet and reps forget to follow up. Pipeline reviews happen monthly, but decay happens daily. This workflow scans your HubSpot pipeline every morning, finds deals with no activity for N days, and has AI draft a personal re-engagement email for each one, grounded in the real deal context. High-value stalled deals escalate straight to your manager channel on Slack. ### How it works 1. The schedule trigger runs every morning at 8 AM (press Execute on the manual trigger any time to test). 2. The Configuration node holds everything you edit once: stalled-day threshold, escalation rules, Slack channel, and who reviews drafts. 3. Get Open Deals pulls your open HubSpot deals. Detect Stalled Deals computes days since last activity per deal and filters the quiet ones. 4. AI drafts a short, human re-engagement email per deal: it references the deal name, value, stage, and days quiet, with one low-friction call to action. No "just checking in", no buzzwords. 5. Deals above your value bar AND stalled far past the threshold escalate to Slack for the manager. Everything else becomes a ready-to-review draft emailed to the sales rep. Nothing is sent to prospects automatically. 6. Every action is logged to Google Sheets: deal, days stalled, and what happened. ### Setup 1. Connect HubSpot, OpenAI, Gmail, Slack, and Google Sheets credentials. 2. Tune the Configuration node: stalledDaysThreshold, escalationMultiplier, minDealValueForEscalation, slackChannelId, salesRepEmail. 3. Create a blank Google Sheet and paste its ID into the Configuration node. Your reps review every draft before it goes out. The workflow does the watching and the writing; humans keep the judgment.
Die Schritte
- Daily Pipeline Scan
- Manual Test Trigger
- Workflow Configuration
- Get Open Deals
- Detect Stalled Deals
- Draft Re-engagement Email
- Needs Escalation?
- Alert Manager on Slack
- Tag As Escalated
- Send Draft to Sales Rep
- Tag As Drafted
- Log Rescue Actions
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