CRM
Deal Stage-Stall Instant Alert
Fires the moment a HubSpot deal crosses its stage's stall deadline, checks whether it is worth escalating.
How it runs
The automated pipeline, trigger to output.
- TriggerHubSpot stage-stall deadline eventHubSpot
- ActionFetch full deal recordHubSpot
- LogicBranch escalation by value and overdue depth
- OutputPost stall alert to Microsoft TeamsMicrosoft Teams
What it does
Catches a deal the instant it overstays its welcome in a stage. When a HubSpot deal's time-in-stage timer trips, this workflow evaluates the deal and pushes a real-time Microsoft Teams alert to the owner and, for high-value deals, their manager. Stalls surface immediately instead of waiting for a weekly sweep.
When to use it
Use it when stage velocity matters and a week of latency is too slow, such as fast-moving transactional pipelines or named-account deals where a stall signals a real problem. Best for teams living in Microsoft Teams.
How it works
- 1An event trigger fires when HubSpot reports a deal has exceeded its stage stall deadline.
- 2Fetch the full deal record including owner, value, stage, and last activity.
- 3A branch decides escalation level by deal value and how far past the deadline it sits.
- 4For routine stalls, alert just the owner; for high-value or severely overdue deals, include the manager.
- 5Post the formatted stall alert with deal context and next-step prompt to the right Microsoft Teams channel.
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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