CRM
Daily nudge for Front-tagged deals stalling in HubSpot
Runs each morning to find HubSpot contacts whose Front conversation was tagged hot but whose deal has not moved stages in days.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionPull hot-tagged Front conversationsFront
- ActionFetch matching HubSpot deals and last stage changeHubSpot
- LogicKeep deals stalled past threshold
- LogicGroup by owner, sort by days stalled
- OutputSend per-owner follow-up list to SlackSlack
What it does
Closes the loop between an interested signal and rep follow-through. Every weekday it cross-references contacts tagged hot in Front against their HubSpot deal activity and surfaces the ones going cold, so nothing tagged as promising quietly stalls.
When to use it
Use it when reps tag conversations as hot in Front but then get busy, and deals sit untouched for days. This gives each rep a short, ranked morning list instead of a guilt-trip pipeline review.
How it works
- 1A weekday morning schedule triggers the run.
- 2The flow pulls Front conversations carrying the `hot` tag from the last 30 days and collects their contact emails.
- 3It queries HubSpot for the matching deals and their last stage-change date.
- 4A filter keeps only deals with no stage movement in the configured threshold (default 4 days).
- 5The remaining deals are grouped by owner and sorted by days stalled.
- 6Each owner receives a Slack message listing their stalling deals with direct HubSpot and Front links.
Set it up
What you configure once, before turning it on.
- 1Connect FrontShared inbox, conversations.
- 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.
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