💬 Automatically close cold HubSpot deals with Gmail feedback & Slack notifications
⚡ 88 views · 💬 Lead Nurturing & AI Sales Agents
Description
How it works
This workflow identifies HubSpot deals that have gone untouched for 21+ days and automatically updates their status to Closed Lost. It fetches associated contacts, retrieves their details, and sends personalized follow-up emails requesting feedback. Finally, it notifies your team via Slack about the deals moved to Closed Lost. The workflow runs on a scheduled interval, ensuring consistent lead management without manual intervention.
Step-by-step
1. Trigger the workflow
- Schedule Trigger – Runs the workflow at a defined interval (daily, weekly, etc.).
- Get HubSpot Deals – Retrieves all deals with key properties from HubSpot.
- Extract Deal Fields – Normalizes deal data for consistent processing.
2. Identify and update cold deals
- Filter Cold Leads (21+ days) – Keeps only deals not updated in the past 21 days.
- Update Deal to Closed Lost – Marks stale deals as Closed Lost in HubSpot.
3. Map deals to contacts
- Fetch Deal Associations – Retrieves contacts linked to filtered deals.
- Extract Contact IDs – Parses associations to get contactId, dealId, and dealName.
- Get Contact Details – Fetches enriched contact information.
- Extract Contact Email – Simplifies data, keeping only the email field.
4. Follow-up & team notification
- Send Gmail Feedback Request – Sends a personalized thank-you email requesting feedback.
- Send Slack Notification – Alerts the team about deals updated to Closed Lost.
Why use this?
- Ensures timely closure of stale HubSpot deals, keeping your pipeline clean.
- Automates follow-up emails to gather valuable feedback from disengaged leads.
- Reduces manual effort in deal management and contact outreach.
- Keeps your team informed in real-time with Slack notifications.
- Improves sales process efficiency and lead data hygiene.
🔗 Nodes Used
HTTP Request, Slack, HubSpot, Gmail, Schedule Trigger, Filter
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File