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On a schedule

Flag stalled HubSpot deals with a suggested follow-up

Each weekday, deals that have gone quiet for two weeks are listed in your Stalled deals sheet with a suggested follow-up, and owners get a Slack nudge.

Runs
On a schedule
Apps
Google Sheets, HubSpot
AI
Yes, uses the built-in AI allowance
Access
HubSpot deals read; Sheets edit

Send this to your assistant

Create a ClickRuntime automation: every weekday morning, find HubSpot deals with no activity for 14 days, draft a follow-up for each, log them in my 'Stalled deals' sheet and post the list to Slack for the owners.

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

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

Why use it

Why teams use this automation

In a busy pipeline, a deal that's gone quiet for two weeks doesn't look urgent until it's lost. Reps have the best intentions to follow up, but finding the stalled ones means filtering HubSpot by last activity and then deciding what to say to each.

This does the finding and the first draft. Every weekday morning it lists the deals that have gone quiet, writes a suggested follow-up for each based on the deal, logs them in a shared sheet and nudges the team in Slack, so restarting a conversation takes minutes.

What you get out of it

  • Stalled deals surface on their own

    Deals that drift past 14 days without activity are flagged, before they quietly die.

  • A ready-made message for each

    AI suggests a short follow-up using the deal name, stage and amount, so the rep starts from a draft.

  • A record managers can review

    The sheet keeps a dated log of every stalled deal and what was suggested.

  • Each deal flagged once per stall

    A deal is listed once until it sees new activity, so the sheet doesn't repeat the same names daily.

How it works

What happens, step by step

  1. Every weekday at 8 a.m., ClickRuntime looks for open HubSpot deals with no activity for 14 days.

  2. It skips deals it has already flagged during this quiet spell.

  3. AI writes a short suggested follow-up for each deal based on its name, stage and amount.

  4. Each deal is added to your Stalled deals sheet, and the list is posted to your Slack sales channel.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect HubSpot

What you get

RunsOn a schedule
Flag stalled HubSpot deals with a suggested follow-uptoday, 9:00Succeeded
Slack · #sales2 deals have gone quiet for 14 days: - Tailspin Toys rollout (18,000): Ask whether the board review happened and offer a short call to answer open questions.

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
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other Google Sheets and 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.
re_engage_stalled_hubspot_deals.pyexample
import time
from datetime import date
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai, notify, state
SHEET_ID = "1AbCdEfGhIjKlMnOpQrStUvWxYz"
def hs(method, path, **kw):
    r = http.request(method, f"https://api.hubapi.com{path}", headers={"Authorization": f"Bearer {credentials.connection('hubspot', 'work')}"}, **kw)
    return r.raise_for_status() or (r.json() if r.content else {})

@on_trigger
def run(event):
    cutoff = str(int((time.time() - 14 * 86400) * 1000))
    deals = hs("POST", "/crm/v3/objects/deals/search", json={"filterGroups": [{"filters": [{"propertyName": "hs_is_closed", "operator": "EQ", "value": "false"},
               {"propertyName": "notes_last_updated", "operator": "LT", "value": cutoff}]}], "properties": ["dealname", "dealstage", "amount", "notes_last_updated"], "limit": 50})["results"]
    flagged = state.get("flagged") or {}
    new = [d for d in deals if flagged.get(d["id"]) != d["properties"].get("notes_last_updated")]
    if not new:
        return {"stalled": 0}
    rows = []
    for d in new:
        p = d["properties"]
        tip = ai.generate(f"Suggest a 2-sentence follow-up email to restart this stalled deal: {p['dealname']}, stage {p['dealstage']}, amount {p.get('amount')}.", max_output_tokens=120).text.strip()
        rows.append([date.today().isoformat(), p["dealname"], p.get("amount"), p["dealstage"], tip])
        flagged[d["id"]] = p.get("notes_last_updated")
    build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).spreadsheets().values().append(
        spreadsheetId=SHEET_ID, range="Stalled deals!A1", valueInputOption="RAW", body={"values": rows}).execute()
    notify.slack(f"{len(new)} deals have gone quiet for 14 days:\n" + "\n".join(f"- {r[1]} ({r[2]}): {r[4]}" for r in rows), channel="#sales")
    state.set("flagged", flagged)
    return {"stalled": len(new)}

FAQ

Common questions

How is a stalled deal defined?
An open deal whose last activity in HubSpot is more than 14 days ago. You can change the number of days or limit it to certain stages.
Does it send the follow-up to the customer?
No. The suggestion goes into the sheet and Slack for the rep to use or adapt. Nothing is sent to the customer.
Who is mentioned in Slack?
The post lists each deal with its owner's name from HubSpot, so the right person can pick it up.
What permissions does it need?
HubSpot deals read; Sheets edit. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run each time it runs (on a schedule). 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.

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