Automated tasks for stalled deals in HubSpot.

With our preconfigured workflow, you can ensure that no deal is ever overlooked—even if it stays in a stage for too long.

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Automatic Deal Reminder

In many sales processes, it happens every day that deals remain in a single stage for too long, no next activity is scheduled, and necessary follow-ups are neglected—resulting in valuable opportunities being lost without anyone noticing.

Tracking Time During Deal Phases

Detection of Missing Activities

Automatic Creation of Tasks

Assignment to the appropriate employee

What's inside?

A ready-to-use workflow to ensure your deal activity.

Specifically for your deal activities

0 /month

Specifically for your deal activities

Deal Workflow

Automatic Deal Reminder
The workflow continuously monitors all deals and detects when a deal has remained in the same phase for more than 14 days and no next action has been scheduled. In this case, a task is automatically created and assigned directly to the person responsible for the deal, ensuring that the deal is actively worked on again.

How do I set up my automatic deal reminder?

1

Fill out the form and grant HubSpot access

2

Transfer Amount

3

Receive the HubSpot Deal Reminder Package

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Do you have any questions?

We look forward to hearing from you, whether it’s just to get to know each other or to discuss a specific project. If you’re interested, we’d love to schedule an initial personal discovery call to understand your needs.

This saves a lot of back-and-forth emails and usually helps both sides quickly determine whether we’re a good fit for a project together.