SALES
Stalled-Deal Re-engagement Agent on Outlook Signals
An agent watches Outlook for renewed interest on deals that went quiet, cross-checks HubSpot for stalled stage and last-touch age.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in monitored Outlook inboxOutlook
- LogicAgent judges renewed buying interest
- ActionCheck HubSpot deal for stalled stage and last-touch ageHubSpot
- ActionReopen deal stage and log re-engagement note in HubSpotHubSpot
- OutputDeliver drafted follow-up to rep in SlackSlack
What it does
Catches the moment a cold deal warms back up. When a prospect on a stalled HubSpot deal sends any reply showing renewed intent, an agent confirms the deal had gone quiet, reopens it, and drafts a context-aware follow-up for the rep to review and send.
When to use it
Use it when reps mark deals 'closed lost' or let them rot, then miss the prospect circling back months later. This is for teams with long sales cycles where re-engagement signals are easy to overlook in a busy inbox.
How it works
- 1A new email in the monitored Outlook inbox triggers the agent.
- 2The agent reads the message and judges whether it signals renewed buying interest.
- 3It queries HubSpot for the matching deal, checking that the stage is stalled and last activity is older than the staleness window.
- 4If both hold, it reopens the deal stage in HubSpot and logs the re-engagement note.
- 5The agent drafts a personalized follow-up referencing the prior conversation.
- 6A Slack message hands the draft and deal context to the rep for one-click send.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 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 this workflow in your colony.
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