CRM
Suspicious Stage-Advance Detector (HubSpot Webhook to MS Teams)
Listens for HubSpot deal-stage change events in real time and flags any forward advance that happened without a corresponding logged activity.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot webhook fires on deal stage-change eventHubSpot
- LogicConfirm the change is a forward stage advance
- ActionFetch deal's recent engagements for the lookback windowHubSpot
- LogicFlag advance as suspicious if no qualifying activity exists
- OutputPost real-time alert to MS Teams sales-ops channelMicrosoft Teams
What it does
When a deal jumps from Discovery straight to Negotiation with no call, email, or meeting logged in between, something is off, whether it is a rep gaming quota, a misclick, or a process gap. This workflow catches it the moment it happens. It receives HubSpot stage-change events, checks whether any activity was logged in the window leading up to the advance, and raises an alert when a stage moved forward on empty.
When to use it
Use it when leadership suspects stages are being advanced to hit weekly targets, when forecast hygiene depends on activity-backed stage moves, or when sales ops wants real-time enforcement rather than a monthly cleanup.
How it works
- 1A HubSpot webhook fires on every deal stage-change event.
- 2A logic step confirms the change is a forward advance (not a regression or no-op).
- 3An action fetches the deal's recent engagements from HubSpot for the lookback window.
- 4A logic step checks whether any qualifying activity exists; advances with none are flagged as suspicious.
- 5A real-time alert is posted to the MS Teams sales-ops channel naming the deal, owner, and the empty stage jump.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect Microsoft TeamsChannels, chats, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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