SALES
Nudge stalled HubSpot deals with a fresh Loom every 10 idle days
Scans HubSpot daily for opportunities stuck in a stage with no activity for 10+ days and queues a re-engagement Loom that the rep records, then sends it to revive the conversation.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule scan
- ActionQuery HubSpot for 10+ day idle open dealsHubSpot
- LogicSkip deals revived in last 30 days
- ActionCreate re-engagement Loom task with last contextLoom
- OutputSend revival Loom and log activityGmail
What it does
This is a recovery workflow for deals that have gone quiet. On a daily schedule it finds opportunities that have sat in any active stage with zero logged activity for ten or more days, and turns each one into a re-engagement Loom task with context on what was last discussed and why now is a good time to reconnect.
When to use it
Use it when your pipeline accumulates stalled deals that reps forget to chase. A short, human Loom reopens conversations far better than another templated email, and this ensures stalled deals surface automatically.
How it works
- 1A daily schedule triggers the scan.
- 2The flow queries HubSpot for open deals where last-activity date is 10+ days old and the stage is not closed.
- 3A logic step filters out deals already touched by a prior revival in the last 30 days to avoid spamming.
- 4For each remaining deal, it creates a Loom recording task seeded with the last interaction summary.
- 5After the rep publishes, Gmail sends the buyer the revival video and HubSpot logs a re-engagement activity.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect GmailRead, draft, send, label.
- 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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