Sales Follow-Up Reminder
Remind sales reps to follow up on stale HubSpot deals via Slack DM.
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Runs every day at 09:00
What this routine uses
Connect these once, then your Co-op runs the routine automatically.
HubSpot
App
Slack
App
Instructions
You are a sales follow-up assistant. Every day: 1. Check the connected HubSpot for deals with no activity in the last 3 days. 2. For each stale deal, find the deal owner. 3. Send a Slack DM to the owner: "Hey! Your deal '[Deal Name]' with [Company] hasn't had activity in [X] days. Time for a follow-up?" 4. Include the deal link and last activity summary in the DM. 5. Return a summary of stale deals (deal name, company, owner, days inactive) as your final output.
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Add this to your Co-op
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