Automatically close cold HubSpot deals and request customer feedback

Marks stale HubSpot deals as lost, emails contacts for feedback, and notifies your team in Slack.

How the work actually flows

A straight line. Runs once per each stale deal.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["daily deal review"]):::trigtime s0["filter deals inactive 21 days"]:::task s1[["mark deal closed lost"]]:::mi s2["email contact for feedback"]:::task s3["notify team in slack"]:::task trig --> s0 s0 -->|"one per each stale deal"| s1 s1 --> s2 s2 --> s3 out[/"stale deals closed and feedback requested"/]:::out pay{{"accurate pipeline without manual cleanup"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsSurvey & Feedback
Connects
HubSpotGmailSlack
Featured in

The problem it solves

Deals that go quiet don't get cleaned up, so your pipeline looks busier and healthier than it really is. Nobody wants to spend time manually closing out deals that have clearly gone cold, so they just sit there.

Who it fits

Sales teams who want an accurate HubSpot pipeline without manually chasing dead deals.

How it works

  1. On a schedule, the system checks all open HubSpot deals
  2. It filters out any deal that hasn't been touched in 21 or more days
  3. Those deals are automatically marked as Closed Lost
  4. The associated contact gets a personalized email asking for feedback
  5. Your team gets a Slack notification listing the deals that were closed
What you get

Stale deals that get closed out instead of piling up

Deals that have gone quiet get closed out and their contacts get a friendly note asking what happened, keeping your pipeline honest.

What you get

An updated HubSpot pipeline, feedback request emails, and a Slack summary of closed deals.

What you need

A HubSpot account, a Gmail account, and a Slack account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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