Daily

Find deals stuck in one stage too long

Each morning you see the open deals that haven't moved in two weeks, before they go cold.

Runs: Daily
Apps: HubSpot
AI: Not needed
Access: crm.objects.deals.read

Send this to your assistant

Create a ClickRuntime automation: every weekday at 9am, send me a Slack message listing HubSpot deals that have been in the same stage for more than 14 days, with owner and amount.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A deal that has sat in Proposal for two weeks is not a deal, it is a liability on the forecast. In HubSpot such deals stay green on the board, since nothing flags that nobody has touched them. Reps focus on the new and the exciting, the quiet ones age quietly, and the quarter ends with $200,000 in pipeline that was never going to close, discovered only when it fails to convert.

Each day, open deals are searched and the date each entered its current stage is read. Deals that have sat longer than your limit, say 14 days in Proposal, are posted to Slack with the owner, amount and days in stage.

It suits managers who review pipeline hygiene and want stalled deals raised before they become forecast problems.

What you get out of it

Stalled deals get attention in time
A nudge on day 14 gives the rep a chance to re-engage, with a call or a new offer, while the buyer still remembers the conversation. Re-engaging early also shows buyers that you are attentive.
Forecasts become more honest
Deals that cannot move are visible, so leaders can discount them in their forecast instead of being surprised at quarter end. A more honest forecast protects credibility with the board and with finance partners.
Reps are reminded without a manager chasing
The post is a neutral prompt in a shared channel, which is easier to take than a private message asking why a deal has not moved. Public prompts feel impersonal and routine, which keeps the tone constructive instead of accusatory.
Dead deals are closed cleanly
Some stalled deals should be closed lost. Seeing them listed makes it easier to clean up the pipeline, which makes reports more reliable. Closing dead deals frees reps to focus on real ones, and sharper pipeline numbers make coverage ratios believable.
Process problems become visible
If many deals stall at the same stage, the issue may be the process, such as slow legal review, and not individual reps. Fixing a slow approval step benefits every future deal, not just one account.

How it works

What happens, step by step

Every morning, ClickRuntime reads your open HubSpot deals and the date each one entered its current stage.
It picks out deals that have sat in the same stage for more than 14 days, or the limit you set.
The list is posted to your Slack channel with each deal's stage, how many days it has been there, its owner and amount.

Before it runs live

Connect HubSpot

What you get

RunsDaily

Find deals stuck in one stage too longtoday, 9:00Succeeded

Slack · #salesDeals stuck more than 14 days: • Acme – Pilot · appointmentscheduled for 21 days · owner 222222 · $8,000

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other HubSpot steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

deal_stuck_in_stage_alert.pyexample

from datetime import datetime, timezone
from clickruntime import on_trigger, credentials, http, notify

DAYS = 14

@on_trigger
def run(event):
    deals = http.post("https://api.hubapi.com/crm/v3/objects/deals/search",
        headers={"Authorization": f"Bearer {credentials.connection('hubspot', 'work')}"},
        json={"limit": 100, "properties": ["dealname", "dealstage", "amount", "hubspot_owner_id", "hs_v2_date_entered_current_stage"],
              "filterGroups": [{"filters": [{"propertyName": "hs_is_closed", "operator": "EQ", "value": "false"}]}]}).json()["results"]
    now, lines = datetime.now(timezone.utc), []
    for d in deals:
        p = d["properties"]
        entered = p.get("hs_v2_date_entered_current_stage")
        if entered:
            days = (now - datetime.fromisoformat(entered.replace("Z", "+00:00"))).days
            if days > DAYS:
                lines.append(f"• {p['dealname']} · {p['dealstage']} for {days} days · owner {p.get('hubspot_owner_id')} · ${float(p.get('amount') or 0):,.0f}")
    if lines:
        notify.slack(f"Deals stuck more than {DAYS} days:\n" + "\n".join(lines), channel="#sales")
    return {"stuck": len(lines)}

FAQ

Common questions

How is the time in stage measured?

From the date the deal entered its current stage, using HubSpot's stage-entered date properties. A deal that moves forward restarts the count at the next stage. That keeps the measure fair across stages. Each new stage restarts the clock.

Can different stages have different limits?

Yes. Proposal might allow 14 days while Discovery allows 30. Setting a limit per stage is a specific change, and you can describe the numbers and approve the new version. Different limits per stage are common.

Will the same deal be posted every day?

A deal is posted once when it crosses the limit and remembered afterward. If you want a weekly reminder while it stays stuck, that can be added as a separate rule. Repeat reminders are an optional addition.

What permissions does it need?

crm.objects.deals.read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (daily). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Weekly