Who is this for
Who is this for This workflow is designed for Customer Success Managers and Sales Teams who manage high-volume pipelines in HubSpot. If you have prospects who stop responding after the contract is sent, this automation helps you recover them without manual follow-up. What it does This template automatically identifies deals that have "stalled" in your pipeline (specifically in the Contract Sent stage) and initiates a personalized re-engagement sequence. Monitors Pipeline: Runs on a schedule to find deals marked as stalled in HubSpot. Smart Filtering: Identifies all associated contacts for a deal and selects the first available contact. This ensures the email goes to a real person involved in the deal. Spam Prevention: Fetches the Last Contacted date from HubSpot. If there has been any activity (call, email, meeting) in the last 7 days, the workflow skips that contact. This safety gate prevents automation from interfering with active conversations. AI Personalization: Uses GPT-5-mini (via OpenAI) to generate a helpful check-in email. The prompt is context-aware, using the contact's name and deal stage to sound personal rather than generic. Multi-Channel Sync: Sends the approved email via Gmail, alerts the internal team in Slack, and logs the email body to the HubSpot Activity Timeline. How to set up Credentials: Connect your HubSpot, OpenAI, Slack, and Gmail accounts in n8n. Configuration: Open the Config: Setup Variables node and enter your Sender Name, Company Name, and Calendar Link. Slack Channel: Open the Slack: Notify CSM node and select the channel where you want your team to be alerted (e.g., #sales-alerts). HubSpot Settings: By default, this targets the contractsent stage. Ensure your HubSpot pipeline matches this ID. Requirements n8n** (Cloud or Self-hosted) HubSpot** account OpenAI** API Key Gmail* & *Slack** accounts How to customize the workflow Target Different Stages: To re-engage leads in other phases (e.g., "Qualification" or "Onboarding"), open the **HubSpot: Search Stalled Deals node and change the dealstage filter to your desired pipeline stage ID. Adjust the Safety Gate: The workflow blocks emails if there has been contact in the last **7 days. To change this window (e.g., to 30 days for cold leads), open the Filter: Last Activity Check node and edit the time value in the expression. Modify the AI Persona: Open the **AI: Generate Email node to edit the System Prompt. You can adjust the tone (formal vs. casual), lengths constraints, or language to match your brand voice. An n8n automation workflow template by PollupAI.
PollupAI
web
free
Others in the same category, ranked by how often they are opened.
