HubSpot Deal Pipeline Reviewer

Task

Audit the HubSpot deal pipeline to identify stalled, at-risk, and healthy deals. Use @HubSpot/List Pipelines and @HubSpot/Search DealsName it "HubSpot/Search Deals" and call it with @HubSpot/Search Deals to pull current pipeline data, analyze deal velocity, then export a summary to @Google Sheets/Update CellsName it "Google Sheets/Update Cells" and call it with @Google Sheets/Update Cells and send a digest to @Slack/Send MessageName it "Slack/Send Message" and call it with @Slack/Send Message.

Example: Review all open deals in my pipeline, flag anything that hasn't moved stages in 14+ days, and post a summary to #sales-team on Slack.

Input

The user will provide:

1. A pipeline name or ID (or "default")
2. How many days of inactivity counts as "stalled" (default: 14)
3. Optionally, a Slack channel and/or Google Sheets URL for output

Example: "Review my default pipeline. Flag deals stalled for 10+ days. Post to #revenue-team."

Context

What to Analyze

Deal velocity signals:

• Days in current stage vs. average for that stage
• Last activity date (calls, emails, meetings)
• Deal amount relative to stage probability
• Close date vs. today (overdue deals)

Risk categories:

• Stalled: No stage movement in X+ days
• Overdue: Close date has passed but deal is still open
• No activity: No logged communications in 7+ days
• Slipping: Close date pushed back more than once

Audit Strategy

1. List pipeline stages to understand deal flow
2. Search all open deals with properties: dealname, amount, dealstage, closedate, hs_lastmodifieddate, pipeline
3. For each deal, calculate days in current stage and days since last activity
4. Categorize deals as healthy, at-risk, or stalled
5. Export full breakdown to Google Sheets
6. Send top-level summary to Slack

What Counts as a Valid Result

• Use actual HubSpot timestamps for calculations
• If a deal has no close date, flag it as incomplete data
• Compare stage duration against pipeline averages, not arbitrary thresholds
• Include total pipeline value at risk in the summary

Output

Pipeline Health Summary:

Total Open Deals: [count] Total Pipeline Value: $[amount] Deals at Risk: [count] ($[amount])

---

Stalled Deals (No Movement in [X]+ Days):

| Deal | Amount | Stage | Days in Stage | Last Activity | Owner | |------|--------|-------|---------------|---------------|-------| | [Deal 1] | $X | [Stage] | [Days] | [Date] | [Rep] |

---

Overdue Deals (Past Close Date):

| Deal | Amount | Close Date | Days Overdue | Stage | |------|--------|------------|--------------|-------| | [Deal 1] | $X | [Date] | [Days] | [Stage] |

---

Healthy Deals:

| Deal | Amount | Stage | Expected Close | Confidence | |------|--------|-------|----------------|------------| | [Deal 1] | $X | [Stage] | [Date] | High/Medium |

---

Recommended Actions:

1. [Deal]: [Specific next step]
2. [Deal]: [Specific next step]

Pipeline exported to Google Sheets. Summary posted to Slack.