On a schedule · Sales manager
Spot the deals that need a next step.
Several open opportunities have no recorded next step. The team wants to distinguish genuinely stalled deals from incomplete CRM activity.
HubSpot
Gmail
Google SheetsRole: Sales manager at a commercial cleaning companyTrigger: Monday's pipeline meeting
Discuss this workflowSales operations · Follow-up gaps
| Check | Finding / next step |
|---|---|
| Deal | Alder Interiors proposal: no recorded next step. |
| Evidence | Last recorded activity was nine days ago. |
| Suggested action | Confirm the current status with the deal owner. |
THE WORK
How the workflow works
- 01HubSpot
Read the selected HubSpot pipeline and stage-specific age thresholds.
- 02HubSpotGmail
Check HubSpot activity and the connected sales inbox for recent replies; flag uncertain coverage.
- 03Google Sheets
Prepare a ranked exception list with the last known owner and source record.
THE RESULT
What you get
Time backCuts the weekly manual scan for stale or incomplete deal records.
GETTING STARTED
What you need to set up
Connect the sources used in this example, then confirm the scope and schedule.
- HubSpot
- Gmail
- Google Sheets
Connections and available actions depend on your account permissions and setup.
HUMAN CHECK
Before anything goes out
The sales manager checks each opportunity with its owner before changing the CRM.
Illustrative workflow and fictional output, not a customer testimonial or measured result. Actual results depend on source quality and setup.
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When needed
Walk into your next meeting prepared.
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When needed
Turn the conversation into a proposal draft.
Turn client notes and approved material into a proposal draft for review.
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When needed
Bring the numbers back to the customer story.
Compare sales and payment records with customer activity.
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