Re-engage stalled HubSpot deals with GPT-5-mini, Gmail, and Slack
Who is this for This workflow is designed for Customer Success Managers and Sales Teams who manage high-volume pipelines in HubSpot. If you have prospects who stop responding after the contract is sent, this automatio...
Template notes
Who is this for
This workflow is designed for Customer Success Managers and Sales Teams who manage high-volume pipelines in HubSpot. If you have prospects who stop responding after the contract is sent, this automation helps you recover them without manual follow-up.
What it does
This template automatically identifies deals that have "stalled" in your pipeline (specifically in the Contract Sent stage) and initiates a personalized re-engagement sequence.
1. Monitors Pipeline: Runs on a schedule to find deals marked as stalled in HubSpot. 2. Smart Filtering: Identifies all associated contacts for a deal and selects the first available contact. This ensures the email goes to a real person involved in the deal. 3. Spam Prevention: Fetches the Last Contacted date from HubSpot. If there has been any activity (call, email, meeting) in the last 7 days, the workflow skips that contact. This safety gate prevents automation from interfering with active conversations. 4. AI Personalization: Uses GPT-5-mini (via OpenAI) to generate a helpful check-in email. The prompt is context-aware, using the contact's name and deal stage to sound personal rather than generic. 5. Multi-Channel Sync: Sends the approved email via Gmail, alerts the internal team in Slack, and logs the email body to the HubSpot Activity Timeline.
How to set up
1. Credentials: Connect your HubSpot, OpenAI, Slack, and Gmail accounts in n8n. 2. Configuration: Open the Config: Setup Variables node and enter your Sender Name, Company Name, and Calendar Link. 3. Slack Channel: Open the Slack: Notify CSM node and select the channel where you want your team to be alerted (e.g., sales-alerts). 4. HubSpot Settings: By default, this targets the contractsent stage. Ensure your HubSpot pipeline matches this ID.
Requirements