Weekly client entertainment picks for active HubSpot deals

By General Input

Every Thursday afternoon, drop a short list of sports, concert, and theater ideas onto each late-stage HubSpot deal so reps walk into in-person visits with a plan.

Integrations

  • HubSpot
  • Ticketmaster

Type

Agentic Task

Categories

  • Sales

Build me an agent workflow that gives my account executives a ready-made list of client entertainment ideas for the deals they are about to visit in person. The agent should run on a cron schedule every Thursday at 4pm in my local time zone.

Each run, the agent should do the following:

1. Use HubSpot Search Deals to pull every open deal where the stage is late-stage (default to 'Decision Maker Bought-In' or later, but make the stage list configurable at the top of the instructions), the city property is non-empty, and the close date is within the next 45 days. The 45-day window should also be configurable. Read each deal's id, name, owner, city, stage, amount, and close date.

2. For each qualifying deal, before doing any event lookup, check whether the deal already has a note tagged as an entertainment suggestion from the last 14 days. If it does, skip the deal. The 14-day look-back window should be configurable. Use the deal's existing notes (via HubSpot) to detect this; identify our own notes by a short marker string in the note body, for example 'Entertainment ideas for' so future runs can recognize them.

3. For deals that pass the skip check, call Ticketmaster Search Events filtered by the deal's city and a date range covering the next 2 to 4 weeks from the run date. Scope the results to high-tier classifications only: major sports (NFL, NBA, MLB, NHL, MLS, top college), headliner concerts, and marquee theater (Broadway, major touring productions). Bias toward events with available inventory by checking each event's dates.status.code and dropping anything that is not 'onsale'. Drop anything sold out or off-sale.

4. From the remaining events for each deal, select 2 to 3 picks that balance price tier and date fit. Prefer at least one premium pick (top sports game or marquee headliner) and at least one mid-tier pick so the rep has options at different price points. If there are fewer than two usable events, still post a note with whatever you found and call out that options were limited.

5. Call HubSpot Create Note on the deal with a short bulleted body. Start the note with the marker phrase so future runs can detect it, for example: 'Entertainment ideas for {{deal name}} in {{city}} (week of {{run date}}).' Then a bullet per pick with: event name, venue, date and start time, approximate price range from the Ticketmaster price ranges field, and the ticket URL. Associate the note with the deal and set the note's owner to the deal owner so it appears in the rep's activity feed.

6. At the end of the run, log a short summary: how many deals qualified, how many were skipped because they already had a recent note, how many got a note written, and any cities where Ticketmaster returned no usable events.

Keep the following knobs at the top of the instructions so they are easy to edit: the list of qualifying deal stages, the close-date window in days, the entertainment-window in weeks, the recent-note look-back in days, the Ticketmaster classifications to include, and the number of picks per deal. Be polite to the Ticketmaster API: throttle to about 4 requests per second and back off on 429s.

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