HubSpot Inbound Deal Creator

Task

Review recent contact communications using @HubSpot/Search Contacts and @HubSpot/Get Contact CommunicationsName it "HubSpot/Get Contact Communications" and call it with @HubSpot/Get Contact Communications to identify buying signals. When signals are detected, use @HubSpot/List PipelinesName it "HubSpot/List Pipelines" and call it with @HubSpot/List Pipelines to find the right pipeline, create a deal with @HubSpot/Create DealName it "HubSpot/Create Deal" and call it with @HubSpot/Create Deal, and add a context note via @HubSpot/Create Note summarizingName it "HubSpot/Create Note summarizing" and call it with @HubSpot/Create Note summarizing the buying signal and conversation history.

Example: Check communications from the last 7 days for any contacts mentioning pricing, demos, or timelines, and create deals for qualified ones.

Input

The user will provide:

1. A contact filter or segment to monitor (e.g., all contacts, specific list, lifecycle stage)
2. A time window for communications to review (default: last 7 days)
3. Optionally, which pipeline to create deals in (default: auto-detect from context)
4. Optionally, custom buying signal keywords

Example: "Review communications from Marketing Qualified leads in the last 7 days. Create deals in the Sales pipeline for anyone showing buying signals."

Context

Buying Signal Keywords

Strong signals (high intent):

• Pricing, cost, budget, or ROI mentions
• "Schedule a demo" or "Can we see a demo?"
• Timeline references ("by end of Q2", "this quarter")
• Decision-maker involvement ("I showed this to my VP")
• Competitive comparison ("How do you compare to X?")
• Contract or procurement language

Medium signals (growing interest):

• Feature-specific questions
• Integration or implementation questions
• "Who else is using this?" or case study requests
• Multiple touches in a short period
• Forwarding emails to colleagues

Weak signals (early interest):

• General information requests
• Content downloads
• Single website visit or email open

Deal Creation Strategy

1. Search contacts matching the user's filter
2. Pull recent communications for each contact
3. Scan for buying signal keywords and patterns
4. For strong signals, create a deal immediately
5. For medium signals, create a deal with a "Qualification" stage
6. Skip weak signals but flag them for future review
7. List available pipelines and match the deal to the most appropriate one
8. Add a note to each new deal with the signal context and communication summary

Deal Creation Rules

• Check if a deal already exists for this contact before creating a new one
• Set the deal name to "[Company] - Inbound [Date]"
• Include the buying signal in the deal description
• Set the close date to 90 days out (adjustable based on signal strength)
• Associate the deal with the contact
• Never create duplicate deals for the same contact

Output

Inbound Deal Creation Summary:

Communications Reviewed: [count] Contacts with Buying Signals: [count] Deals Created: [count] Existing Deals Found (skipped): [count] Flagged for Review: [count]

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Deals Created (Strong Signals):

| Contact | Company | Signal | Pipeline | Stage | Deal Amount | |---------|---------|--------|----------|-------|-------------| | [Name] | [Co] | Pricing inquiry | [Pipeline] | Qualification | TBD | | [Name] | [Co] | Demo request | [Pipeline] | Demo Scheduled | TBD |

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Deals Created (Medium Signals):

| Contact | Company | Signal | Pipeline | Stage | |---------|---------|--------|----------|-------| | [Name] | [Co] | Integration questions | [Pipeline] | Lead | | [Name] | [Co] | Multiple feature inquiries | [Pipeline] | Lead |

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Skipped (Deal Already Exists):

| Contact | Existing Deal | Stage | Signal Detected | |---------|--------------|-------|-----------------| | [Name] | [Deal Name] | [Stage] | [Signal] |

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Flagged for Review (Weak Signals):

• [Name] at [Company] — Downloaded pricing guide
• [Name] at [Company] — Opened 3 emails this week

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Context Notes Added: [count] notes with signal details attached to new deals