Follow up on stalled deals
Notices deals with no activity for a set number of days and drafts a short, specific check-in for the owner.
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- Function
- Sales
- Responsibility
- Pipeline follow-up
- Setup difficulty
- Easy
- Added
- Oct 13, 2026
Tools
Main tool: HubSpot official site ↗
›View prompt
Set a workflow: when a deal stage is unchanged for 10 days and no email has been logged, create a task for the owner and draft: 'Hi {{first_name}}, checking in on {{deal_name}}. Is there anything you need from us to decide on next steps?'Replace [BRACKETS] with your details. {{double braces}} are fields your automation tool fills in.
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