AI Workflow Blueprint
Automatically identify inactive deals in HubSpot, trigger personalized cold email sequences via Instantly, and track engagement—perfect for sales teams wanting to recover lost pipeline without manual outreach.
Original request: “Re-engage stale CRM deals with automated follow-up sequences”
Log into HubSpot and create a saved view filtering deals that haven't been touched in 30+ days. Use HubSpot's automation to tag or flag these stale deals with a label like 'Stale_30days'. This ensures a clean, consistent data source for your workflow.
Pro tip: Set your HubSpot view to exclude won or lost deals—focus only on active pipeline that's gone dormant. Use custom deal properties to track 'last activity date' for more precise filtering.
Create a Make scenario that watches your HubSpot 'Stale_30days' tag. When triggered, pull deal details (contact name, company, deal amount) and format them as variables. Map these fields to your Instantly.ai payload to personalize each outreach email automatically.
Pro tip: Use Make's delay module to stagger sends—avoid bombarding your list on day one. Test your first 5 deals manually in Instantly before scaling to full automation.
In Instantly.ai, create a 3-email nurture sequence with subject lines and body copy tailored to deal stage and company size. Enable reply tracking and AI warmup to maximize deliverability. Connect your warm-up mailboxes and set sequence rules to pause if a prospect replies or unsubscribes.
Pro tip: Segment your sequences by deal value—high-value stale deals deserve more aggressive outreach cadence (2-day intervals) than smaller deals. Monitor reply rates weekly and adjust subject lines based on performance.
Based on entry-tier paid plans. Many tools offer free tiers to start. We may earn a commission.
