HubSpot Sales Ops
OfficialThree workers for a sales team running on HubSpot. A weekly pipeline digest summarizes where every open deal stands and posts it to Slack. A daily stale-deal sweep flags deals that have gone quiet and nudges their owners. And every new contact gets scored by AI, written back to HubSpot as a lead status, with the hot ones pinged to your team in real time.
Pipelines in this template
Weekly Pipeline Digest
Mon at 13:00 UTCEvery Monday morning, reads all deals, resolves their owners, and posts an AI summary of where the open pipeline stands to Slack.
- 1Read DealsHubSpot
- 2Look up OwnerHubSpot
- 3FilterFilter Open Deals
- 4CollectCollect Deals
- 5Summarize PipelineClaude AI
- 6Post to SlackSlack
Stale Deal Nudges
Daily at 13:00 UTCEvery day, flags open deals with no activity in 14+ days and posts an AI-drafted nudge list grouped by owner to Slack.
- 1Read DealsHubSpot
- 2FilterFilter Stale Deals
- 3Look up OwnerHubSpot
- 4CollectCollect Stale Deals
- 5Draft NudgesClaude AI
- 6Post to SlackSlack
New Lead Triage
Manual runs onlyWhenever a contact is created in HubSpot, AI scores the lead, writes a lead status back to the contact, and pings your team in Slack for the hot ones.
- 1Contact CreatedHubSpot
- 2Score LeadClaude AI
- 3Update ContactHubSpot
- 4FilterFilter Hot Leads
- 5Alert SlackSlack
Pipelines
3· 17 steps
Category
Automation
Required Connections
v1.0