Every weekday, emails each rep their open HubSpot deals due this month that have gone quiet for 14 days.
Uses
Gmail
HubSpot
Stale deals closing this month, to each rep
Run every weekday at 08:00.Run every weekday at 08:00.Open deals closing this month with no activity for 14 daysFind deals. Save it as stale_deals.HubSpot
Stale deals grouped by repGroup the items in stale_deals.results by owner_email and save it as deals_by_rep.
For each rep in deals_by_rep:For each rep in deals_by_rep:
If rep.key isn't blankIf rep.key isn't blankYes
Table of this rep's stale dealsMake a table of rep.items Save it as rep_deals_table.Email the rep their stale dealsSend an email to rep.key. Save it as stale_deals_email.
Subject: rep.count of your deals closing this month have had no activity for 14 daysrep_deals_table.htmlGmailNo
No steps