SALES
Stalled-Deal Pricing Re-Engagement Sweep
Each morning, scans open HubSpot deals that have gone quiet for 14+ days and flags any whose contacts revisited the pricing page in the last day.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionPull open deals idle 14+ days from HubSpotHubSpot
- ActionQuery pricing-page views in last 24h for those contactsPostgres
- LogicKeep deals with a fresh visit; rank by value and recency
- OutputPost prioritized re-engagement list to sales channelSlack
What it does
Surfaces dormant pipeline that just showed fresh life. Every morning it pulls deals stuck without activity for two weeks, cross-checks each contact against recent pricing-page visits stored in your events table, and builds a ranked list of deals worth a same-day nudge — so reps spend their morning on opportunities that re-warmed themselves overnight.
When to use it
Use it when pipeline is large enough that reps cannot manually watch every stalled deal, and you log pricing-page views to a database. Ideal for a daily standup feed of "who went quiet but came back."
How it works
- 1A daily schedule kicks off the sweep each morning.
- 2HubSpot returns open deals with no activity for 14 or more days.
- 3The events database is queried for pricing-page views in the last 24 hours matching those contacts.
- 4Deals with a fresh visit are kept and ranked by deal value and recency.
- 5A prioritized re-engagement list is posted to the sales Slack channel with deal owner mentions.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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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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.