Every Monday, emails each sales rep the open HubSpot deals they own that are due to close this month, with amounts.
Uses
Gmail
HubSpot
Email each rep their deals closing this month
Run every Monday at 08:00.Run every Monday at 08:00.Open deals due to close this monthFind deals. Save it as deals.HubSpot
Deals grouped by repGroup the items in deals.results by owner_email and save it as deals_by_rep.
Each repFor each rep in deals_by_rep:
Their deals, one per lineWrite each item in rep.items as • @item.properties.dealname – @item.amount_display, one per line and save it as deal_lines.
If rep.key isn't blankIf rep.key isn't blankYes
Email the rep their dealsSend an email to rep.key. Save it as emailed.
Subject: Your deals closing this monthHi,
Here are your open deals due to close this month:
deal_lines
Good luck!GmailNo
No steps