🤝 Analyze lost HubSpot deals and generate revival strategies with OpenAI

⚡ 144 views · 🤝 CRM & Sales Operations

Description

How it works

This workflow runs on a daily schedule to analyze all Closed–Lost deals from your CRM and uncover the true reason behind each loss. It uses AI to classify the primary loss category, generate a confidence-backed explanation, and then create a realistic re-engagement strategy for every deal. All insights are consolidated into leadership-ready email and Slack summaries. Every analyzed deal and revival plan is logged for long-term tracking and audits.

Step-by-step

• Trigger and fetch lost deals

  • Schedule Trigger – Runs the workflow automatically at a defined time.
  • Get many deals – Fetches all deal records from the CRM.
  • If – Filters only deals marked as Closed–Lost.
  • Edit Fields – Standardizes key deal attributes like amount, industry, owner, and loss reason.

• Analyze loss reasons and generate revival strategies

  • Brief Explanation Creator – Uses AI to identify the primary loss category with confidence.
  • Code in JavaScript – Parses and normalizes AI loss analysis output.
  • Merge – Combines deal data with loss insights.
  • Feedback Creator – Generates a practical re-engagement strategy for each lost deal.
  • Code in JavaScript7 – Parses and safeguards revival strategy outputs.
  • Merge4 – Merges deal details, loss analysis, and revival strategy into one final dataset.

• Report, notify, and store results

  • Code in JavaScript11 – Builds a consolidated HTML summary email.
  • Send a message4 – Sends the summary to stakeholders via email.
  • Code in JavaScript12 – Creates a structured Slack summary.
  • Send a message1 – Delivers insights to a Slack channel.
  • Code in JavaScript10 – Reconstructs final data with delivery status.
  • Append or update row in sheet – Logs all results into Google Sheets for audit and tracking.

Why use this?

• Turns lost deals into actionable learning instead of static CRM records
• Gives sales teams clear, realistic re-engagement plans without manual analysis
• Provides leadership with concise, decision-ready summaries
• Creates a historical database of loss reasons and revival outcomes
• Improves pipeline recovery while enforcing consistent sales intelligence

🔗 Nodes Used

Google Sheets, Slack, HubSpot, Gmail, Schedule Trigger, OpenAI

📥 Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup