When a HubSpot deal is lost, asks its owner why and logs the answer in a sheet.
Uses
Google Sheets
HubSpot
Ask why a HubSpot deal was lost and log the answer
HubSpotWhen a deal reaches a stage. Save it as deal.When a deal reaches a stage. Save it as deal.
Lost deals sheetSet lost_deals_sheet_url to blank.
Ask the deal owner why it was lostRequest a written reply: Why did we lose deal.dealname? Save it as why.
Who to ask: deal.owner_email
Time limit (hours): 72deal.dealname (deal.amount_display) owned by deal.owner_name. A sentence or two is plenty.Add to the lost deals sheetAdd a row in lost_deals_sheet_url. Save it as logged.Google Sheets