Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Capped proposal follow-ups for stale HubSpot deals
At a glance
- Setup estimate
- 1–2 h (ESTIMATE)
- Tools
- Industries
- General (any small business)
Problem
Proposals go out and then nobody follows up consistently, or reps over-chase prospects
Caveats
No AI involved; emails come from fixed templates you edit. Needs HubSpot, Gmail, Google Sheets and Slack. The deal stage it sets ("decisionmakerboughtin") and the 5,000 threshold must be changed to match your pipeline. It checks HubSpot opt-out status, but make sure your follow-ups also meet email marketing rules such as CAN-SPAM.
Tools
- n8n schedule
- HubSpot (deals + contacts)
- Google Sheets (follow-up log)
- Gmail
- Slack
Browse by tool: n8n, HubSpot, Google Sheets, Gmail, Slack
Steps
- Runs weekday mornings at 9:00.
- Pull HubSpot deals with no activity in the last 3 days.
- Fetch the associated contact and skip anyone opted out or missing an email.
- Count past follow-ups in a Sheets log and stop at 3 (Slack alert so a rep takes over).
- Send a high-value or standard follow-up template via Gmail and update the deal stage.
- Log the action to Sheets and notify the team in Slack (separate alert on errors).
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.