Use HubSpot workflows to automatically nurture or archive deals based on task completion.
You've followed up multiple times, but the deal's going nowhere. Manually tracking these stagnant deals and deciding when to move them to nurture or archive takes time and can be inconsistent.
The Solution: HubSpot workflows can automate this process, ensuring no deal falls through the cracks and freeing you to focus on promising opportunities. Here's how to use task completion as a trigger:
Step 1: Standardise Your Follow-Up Process
Create a consistent set of follow-up tasks for your deals. For example:
- "Follow-up Call 1"
- "Follow-up Email 1"
- "Follow-up Call 2"
- "Final Follow-up Email"
Step 2: Build a Workflow Triggered by Task Completion
- Trigger:
- Activity Type: Task
- Task Title: "Final Follow-up Email" (or your final follow-up task)
- Task Status: Completed
- Actions:
- If/then branch: If the deal stage is still "In Progress" (or your equivalent stage) then move the deal to "At Risk" or "Closed Lost."
- From here you can do a few various actions; send alert to Sales Manager to let them know of this at risk deal, notify Marketing that they need to enter a nurture campaign, set a task to change forecasting etc.
Why this works:
- No more manual tracking or agonising over when to give up on a deal.
- Ensures all deals receive adequate follow-up before being moved to nurture or lost.
- Keeps your pipeline clean and focused on active opportunities.
- Allows you to dedicate more time to pursuing promising leads.
Bonus Tip: Use this same strategy for other scenarios where multiple follow-ups are common, such as:
- Free Trials: If users haven't engaged with key features after multiple reminders, move them to a re-engagement campaign or archive them.
- Onboarding: If clients haven't completed essential onboarding steps after several attempts, trigger a workflow to offer additional support or flag them for potential churn.
Author: Bridget Pyne
Marketing Manager