Rescue stalled HubSpot deals with new stakeholder research

By General Input

Every weekday morning, find HubSpot deals that have gone cold, surface fresh senior stakeholders at the company, and drop a Slack briefing for the deal owner.

Integrations

  • HubSpot
  • RocketReach
  • Slack Bot

Type

Agentic Task

Categories

  • Sales

Build me a stalled-deal rescue agent that finds new stakeholders to re-engage when a HubSpot opportunity goes cold.

Trigger: cron, every weekday (Monday through Friday) at 8:00am in the workspace's local timezone.

On each run, do the following:

1. Call HubSpot Search Deals to pull all open deals (deals not in a closed-won or closed-lost stage) where the deal stage has not changed in 21 or more days and the amount is above a configurable threshold (default $25,000). Filter on hs_lastmodifieddate as a safety net and on the deal stage's last-changed timestamp so freshly-edited deals do not slip in. Cap the run at a configurable maximum (default 25 deals) to stay polite with downstream APIs.

2. For each stalled deal, use HubSpot Get Company on the deal's associated company to read the company domain and key firmographics, and HubSpot Get Contact on the deal's primary contact to capture the existing champion's name, title, and email.

3. Call RocketReach Search People to find decision-makers at that company. Target senior titles (VP and above, plus C-level and Head-of) in the functions most likely to unblock the deal. The function mix should depend on the deal's product line: pick RevOps, Finance, and Procurement for revenue-tooling deals; Engineering, Security, and IT for technical deals; and Operations or People for HR-tech deals. Exclude anyone whose email or LinkedIn already matches the existing champion or any other contact already associated with the deal.

4. For the top two or three search results per deal, call RocketReach Person Lookup to get verified email and phone. Respect RocketReach's soft cap of 5 requests per second across the whole run, and honour any Retry-After header on 429s. Use lookup_type "standard" by default; do not over-spend credits.

5. Compose a short re-engagement brief per deal containing: the deal name, amount, current stage, days stalled, and a HubSpot deep link to the deal; who the existing champion is; the two or three new stakeholders with title, verified email, verified phone (when found), and LinkedIn URL; a one-line rationale for why each new contact might unblock the deal; and a suggested two-sentence opening line tailored to that person's role.

6. Use Slack (slackbot) Send a Message to post the brief in the deal owner's Slack channel (configurable: a per-owner channel like #deals-<owner-handle>, a shared #deal-rescue channel, or a DM to the owner). Tag the deal owner by Slack user ID so they get pinged. Use Slack mrkdwn for formatting and make the deal name a clickable link to the HubSpot deal.

7. Use HubSpot Create Note to append the same brief (plain text, no Slack mrkdwn) as a note on the deal so the research lives in the CRM. Associate the note with the deal id.

Configurable inputs the user should be able to set: stall threshold in days (default 21), minimum deal amount (default 25000), maximum deals per run (default 25), the function-to-titles mapping per product line, the Slack channel routing rule, and the timezone for the 8am trigger.

Skip and log (do not crash) any deal where: the company has no domain, RocketReach returns zero qualifying stakeholders, or all returned stakeholders fail verification. At the end of the run, post a single summary line to the rescue channel: "Reviewed N stalled deals, posted briefs for M, skipped K (reason breakdown)."

Related prompts

Explore more prompts
A brand asset library your marketing team actually searchesTurn Mailjet email clicks into ranked HubSpot follow-upsClean out the Looker dashboards and Looks nobody opensLiveKit live operations console for room moderationWake up dormant Keap leads with a researched reasoniMessage campaign console with pre-flight checks and delivery boardLiveChat coverage board for planning next week's shiftsPhone routing control panel for LiveKit voice agentsA searchable RFP answer library your bid team drafts fromLinkedIn Ads budget pacing dashboard for every client account