Nudge stalled HubSpot deals every weekday with SendGrid
Each weekday at 8am, your most valuable stalled deals get a soft SendGrid check-in to the contact and a follow-up task on the owner's HubSpot queue.
HubSpot
SendGridSalesEmail AutomationNotifications & AlertsBuild me an agent workflow that nudges stalled HubSpot deals back to life every weekday morning with a tailored SendGrid check-in and a follow-up task for the deal owner.
Trigger: cron, every weekday (Mon-Fri) at 8am in my local time zone.
On each run, the agent should:
1. Use HubSpot's Search Deals operation to find open deals (i.e. not closed-won or closed-lost) where hs_lastmodifieddate is older than 7 days and amount is above a configurable threshold (default: 0). Sort by amount descending and cap the result at the top 20 most valuable stalled deals so we never spam the pipeline.
2. For each of those deals, resolve the primary contact via HubSpot's Get Contact operation (pull name and email), and resolve the deal owner via HubSpot's List Owners operation (pull name and email).
3. Draft a short, low-pressure check-in email to the contact that references the current deal stage, the most recent touchpoint, and ends with a soft next-step question rather than a hard ask. Keep it under 120 words, plain text, no marketing language. The email should sound like it came from the deal owner, not from marketing.
4. Send that email via SendGrid's Send Email operation. Use a verified sender address. Put the deal owner's name and email in the reply-to so replies route back to them.
5. Call HubSpot's Create Task operation associated to the deal, assigned to the deal owner, with subject "Sent follow-up via SendGrid" and the AI-drafted email body in the task notes. Set a due date of 3 business days out and priority HIGH so the owner sees the nudge in their HubSpot queue.
If a deal is missing a primary contact email or the contact has unsubscribed/bounced, skip that deal and log the reason in the run summary so the owner can clean it up manually. At the end of the run, summarize how many deals were processed, how many emails were sent, and which deals were skipped and why.
Inputs I want exposed for editing: the stall window in days (default 7), the minimum deal amount (default 0), the cap on deals per run (default 20), the SendGrid sender address, and an optional pipeline filter.
Additional information
What does this prompt do?
- Each weekday morning, finds your most valuable open HubSpot deals with no activity in the last week.
- Drafts a short, low-pressure check-in email to the deal's primary contact and sends it from SendGrid as the deal owner.
- Logs a follow-up task on the deal so the owner sees the nudge inside their HubSpot queue, with the email body in the task notes.
- Caps each run at the top 20 deals by value so your pipeline never gets spammed.
What do I need to use this?
- A HubSpot account with access to deals, contacts, owners, and tasks
- A SendGrid account and a verified sender address you can send from
- A rough idea of the deal value threshold and stall window you want to use (defaults are $0 and 7 days)
How can I customize it?
- Change the time of day, time zone, or which weekdays the workflow runs.
- Adjust the stall window (default 7 days of no activity) and the minimum deal amount filter.
- Raise or lower the 20-deal cap, or scope the run to a specific sales pipeline.
- Tune the email tone, the deal stage references, and the soft next-step question the agent uses.
Frequently asked questions
Will it keep emailing the same contact every day if their deal stays stalled?
How does it decide which deals are stalled?
Who does the email come from?
Can I preview the email before it goes out?
What stops it from spamming our pipeline?
Stop letting deals quietly die in the pipeline.
Connect HubSpot and SendGrid once, and Geni nudges your top stalled deals every weekday at 8am with a tailored check-in and a follow-up task for the owner.