SALES
Re-open closed-lost accounts after a new funding round
Watches for fresh funding announcements at your closed-lost accounts and, when one lands, re-opens the deal in HubSpot and pings the original rep with the news and a suggested…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionPull recent closed-lost accounts from HubSpotHubSpot
- ActionSearch Exa for new funding announcementsExa
- LogicKeep only rounds dated after the deal closed
- ActionReopen deal stage and log funding note in HubSpotHubSpot
- OutputAlert original rep in Slack with angleSlack
What it does
Funding is the single cleanest reason a deal that died on budget can come back to life. This workflow scans your closed-lost accounts for new funding rounds and, when it finds one, automatically resurrects the opportunity and hands the rep a ready-to-send angle.
When to use it
Run it when budget or "not the right time" was a common loss reason and your ICP skews toward venture-backed companies. Best for teams with a HubSpot pipeline who want re-engagement triggered by real signals, not a calendar reminder.
How it works
- 1On a daily schedule, the workflow pulls every company marked Closed Lost in HubSpot within the last 18 months.
- 2For each account it runs an Exa search scoped to recent funding news (Series A/B/C, seed, raise).
- 3A logic step keeps only matches dated after the deal closed, so old rounds don't re-fire.
- 4For qualifying accounts it reopens the deal stage in HubSpot and writes the funding detail to a note.
- 5It posts a Slack alert to the rep with the amount, source link, and a one-line re-engagement angle tied to the raise.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect ExaNeural search across the web.
- 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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