Daily

Flag HubSpot deals that have gone quiet

Every morning your sales channel lists deals with no activity in 21 days, with the owner tagged so they can follow up.

Runs: Daily
Apps: HubSpot, Slack
AI: Not needed
Access: HubSpot deals read(+write); Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: every morning, find HubSpot deals with no activity in the last 21 days and post them in #sales with the owner tagged.

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

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

Why use it

Why teams use this automation

A sales manager reviews the pipeline before the weekly forecast and finds a handful of deals nobody has touched in a month. Some are dead, some just slipped through the cracks while a rep was busy with a bigger account. By the time they are noticed, the buyer has often moved on.

This automation checks every open deal each morning and posts the ones that have gone quiet, tagging the owner. Slipping deals are caught while a follow-up can still save them.

What you get out of it

Deals are rescued before they go cold
Three weeks of silence is often the point where a buyer starts looking elsewhere. A nudge at that moment gives the rep a real chance to re-engage.
A more honest forecast
Deals that sit untouched inflate the pipeline. Surfacing them pushes reps to update, move or close them, so the forecast reflects reality.
Owners hear about their own deals
Tagging the owner makes the follow-up personal and specific, without the manager chasing each rep individually.
No pipeline review needed to spot it
The check runs every day, so stale deals are noticed when they cross the line, not at the end of the quarter.

How it works

What happens, step by step

Every morning ClickRuntime looks at your open deals in HubSpot.
It picks out deals with no logged activity in the last 21 days.
A list of those deals, with their value and owner, is posted in your #sales Slack channel with each owner tagged.

Before it runs live

Connect HubSpot
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsDaily

Flag HubSpot deals that have gone quiettoday, 9:00Succeeded

Slack · #salesDeals with no activity in 21 days: • Northwind renewal ($18,000) @Sam • Acme Logistics pilot ($6,500) @Priya

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 Google Sheets
Combine it with other HubSpot and Slack 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.

stale_deal_alerts.pyexample

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

DAYS = 21
OWNER_SLACK = {"12345": "<@U01ABCDEF>"}  # HubSpot owner id -> Slack mention

@on_trigger
def run(event):
    h = {"Authorization": f"Bearer {credentials.secret('HUBSPOT_API_KEY')}"}
    cutoff = int((datetime.now(timezone.utc) - timedelta(days=DAYS)).timestamp() * 1000)
    body = {"filterGroups": [{"filters": [
                {"propertyName": "notes_last_updated", "operator": "LT", "value": cutoff},
                {"propertyName": "hs_is_closed", "operator": "EQ", "value": "false"}]}],
            "properties": ["dealname", "amount", "hubspot_owner_id"], "limit": 100}
    deals = http.post("https://api.hubapi.com/crm/v3/objects/deals/search", headers=h, json=body).json()["results"]
    if not deals:
        return {"stale": 0}
    lines = []
    for d in deals:
        p = d["properties"]
        owner = OWNER_SLACK.get(p.get("hubspot_owner_id"), "unassigned")
        lines.append(f"• {p['dealname']} (${float(p.get('amount') or 0):,.0f}) {owner}")
    notify.slack(f"Deals with no activity in {DAYS} days:\n" + "\n".join(lines), channel="#sales")
    return {"stale": len(deals)}

FAQ

Common questions

What counts as activity?

Any logged email, call, meeting, note or task on the deal, as recorded in HubSpot's last activity date. A stage change on its own does not reset the clock.

Can I use a different number of days?

Yes. 21 days suits many sales cycles, but you can set a shorter window for fast deals or a longer one for enterprise sales.

Can it close deals automatically?

It can move deals untouched for a longer period, such as 60 days, to Closed lost. Most teams start with alerts only and add this once they trust the list.

What permissions does it need?

HubSpot deals read(+write); Slack chat:write. 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