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Automated Proposal Follow up & Deal Stage Updater

by Avkash KakdiyaUpdated Aug 2026
RequiresHubSpotHubSpotGoogle SheetsGoogle SheetsSlackGmailGmail
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ScSchedule TriggerGet Proposal-Stage DealsGet Proposal-St…CoFilter Stale DealsFilter Stale De…Get Contact EmailGet Contact Ema…CoMerge Contact DataMerge Contact D…IfOpted Out or No Email?Opted Out or No…Get Follow-Up CountGet Follow-Up C…CoCheck Follow-Up CountCheck Follow-Up…IfMax Follow-Ups Reached?Max Follow-Ups …Alert — Max Follow-Ups HitAlert — Max Fol…IfHigh-Value Deal?Send High-Value Follow-UpSend High-Value…Send Standard Follow-UpSend Standard F…Update Deal StageUpdate Deal Sta…Log to Google SheetsLog to Google S…Notify Sales TeamNotify Sales Te…CoCapture Error DetailsCapture Error D…Send Error Alert12345678910111213141516171819202122
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STEPS · 22
Runs on a schedule

On a schedule, pulls HubSpot deals, checks follow-up status, logs to Google Sheets, and sends Slack and Gmail reminders.

Tags

croncomplexHubSpotGoogle SheetsLead Nurturingdiscoveredpending-review
Connects
hubspotHubSpotsheetsGoogle SheetsSlackgmailGmail
CategoryEmail & Inbox Automation
Triggercron
Complexitycomplex
Nodes18
AddedJun 27, 2026