CRM
Rescore Dormant Deals When a Lost Contact Replies or Visits
Catches an inbound signal from someone on a closed-lost deal — an email reply, a form fill, or a website return.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook event arrivesHTTP webhook
- LogicMatch contact to a closed-lost dealHubSpot
- ActionReopen and re-prioritize opportunityHubSpot
- LogicRoute to original owner or reassign
- OutputNotify assigned rep in SlackSlack
What it does
Turns a passive inbound touch from a previously-lost contact into an immediate, routed reopen. When a dormant contact re-engages, the deal is resurrected in the CRM and handed to a rep within minutes instead of sitting unnoticed in an inbox.
When to use it
Use it when self-serve interest is your strongest buying signal and speed-to-lead decides who wins. Ideal for teams whose lost contacts still receive nurture and occasionally raise their hand.
How it works
- 1An inbound webhook fires when a marketing or website event arrives (reply, form submit, or return visit).
- 2A logic step looks up the contact in HubSpot and checks whether they belong to a closed-lost deal.
- 3If matched, the original opportunity is reopened and re-prioritized in HubSpot with the inbound event logged.
- 4The deal is assigned to the original owner, or rerouted if that rep is inactive.
- 5The assigned rep gets an immediate Slack notification with the contact, the inbound action, and the prior deal context for a fast follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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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.