CRM
Revive Lost Deals When Your Champion Changes Jobs
Detects when a contact tied to a closed-lost deal moves to a new company, then opens a fresh opportunity at the new employer and drafts a warm reintroduction email for the rep…
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionRead champions on closed-lost dealsHubSpot
- ActionDetect contact job/company changesExa
- LogicValidate move and ICP fit
- ActionCreate opportunity at new companyHubSpot
- ActionDraft warm reintroduction emailGmail
- OutputNotify rep in Slack with draftSlack
What it does
Tracks the people who championed your past deals and catches the moment they land at a new company, where they often bring you in again. It spins up a new opportunity at the new account and prepares a warm outreach so you reach them before competitors do.
When to use it
Use it when relationships, not logos, drive your pipeline. Best for teams where a single champion's move to a bigger budget is the single highest-conversion trigger you can act on.
How it works
- 1A nightly schedule reads the primary contacts on all closed-lost opportunities in HubSpot.
- 2An Exa search checks each contact for a recent role or company change.
- 3A logic step confirms the move is genuine and the new company is in your ICP, discarding lateral or out-of-segment moves.
- 4A new opportunity is created in HubSpot under the contact's new company, linked back to the original lost deal for history.
- 5Gmail drafts a personalized reintroduction referencing the past relationship and the new role.
- 6The rep gets a Slack ping with the draft and a one-click path to send.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.