Sales
Catch stale deals before they become lost opportunities.
Running weekly, this workflow scans your entire CRM pipeline, identifies stale deals, re-enriches contacts, and delivers a prioritized action list — so your team always knows exactly what to do next.
Workflow Steps
How this workflow runs
Trigger: Weekly schedule
System TriggerThe workflow runs automatically every Monday morning.
Pipeline scan
Sales Pipeline OptimizerSales Pipeline Optimizer scans all open deals in HubSpot for stale activity.
Contact re-enrichment
Sales Pipeline OptimizerContacts at stale deals are re-enriched with current role, company data, and verified contact details.
Action generation
Sales Pipeline OptimizerSpecific next-best actions are generated for each stale deal based on deal context and contact research.
Delivery
System OutputA prioritized action list is delivered to your team via Slack, with deal context and suggested next steps.
Triggers
What starts this workflow
Weekly schedule (Monday 8am)
Manual trigger
Outputs
What you get when it runs
Prioritized stale deal list in Slack
Re-enriched contact data in HubSpot
Next-best actions per deal
Pipeline coverage calculation