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HubSpot

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Find stalled HubSpot deals
Report

Spot HubSpot deals nobody has touched in weeks

For sales managers who want quiet deals found without scrolling every timeline, by asking their AI assistant.

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Find stalled HubSpot deals
Which open deals in our New business pipeline have had no activity for 21 days?
8 open deals have been quiet for 21 days or more, worth 312,000. - Fabrikam expansion: 90,000, Sam Patel, 34 days quiet, last a note - Contoso platform: 54,000, Dana Cruz, 26 days quiet, last a meeting - By owner: Sam Patel has 4 stalled deals worth 180,000 Want the full list sorted by amount?
HubSpot
Sample figures. Your results come from your own account.
hubspot-get-deals
hubspot-get-notes
hubspot-get-meetings
hubspot-get-engagements

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

HubSpot

HubSpot
Run it on your own HubSpot data.

Connect HubSpot, pick your AI tool and paste the prompt.

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The problem

Untouched deals quietly inflate the forecast

Deals nobody has touched in weeks sit quietly in the pipeline and inflate the forecast. Spotting them means opening each deal and scrolling its timeline for the last note, meeting, call or email.

Without PopdockAI

  • Open each deal in the pipeline
  • Scroll the timeline for the last activity
  • Note days quiet in a spreadsheet
  • Total stalled deals per owner by hand

With PopdockAI

  • Every open deal in the pipeline is read
  • Notes, meetings and logged activity are checked for the latest touch
  • Stalled deals are sorted by amount with days quiet
  • Totals per owner are added, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** List open deals in `{pipeline-name}` (default: every pipeline) that have had no logged activity for at least `{quiet-days}` days (default 21).

**Step 1: Open deals**

Call `hubspot-get-deals` (with `pipeline-name` = `{pipeline-name}` when given). Drop deals whose `deal-stage-name` is Closed won or Closed lost. If more than 50 open deals remain, take the 50 with the largest `amount` and say you did.

**Step 2: Last activity per deal**

For each open deal, using its `record-id`:

* Call `hubspot-get-notes` with `deal-id`.
* Call `hubspot-get-meetings` with `deal-id`.
* Call `hubspot-get-engagements` with `deal-ids.contains` = the record-id, which also covers calls, emails and tasks.

Take the latest date across all three as the deal's last activity. A deal with no activity at all counts as stalled since its `create-date`.

**Step 3: Report**

Table of stalled deals, sorted by amount descending: deal, stage, amount, close date, owner, last activity date, days quiet, what the last activity was. Then a short per-owner count of stalled deals and stalled value.

**Rules & Guidelines:**

* This prompt is read-only. Do NOT call any write tool: `hubspot-add-contact`, `hubspot-add-company`, `hubspot-add-deal`, `hubspot-add-ticket`, `hubspot-update-contact`, `hubspot-update-company`, `hubspot-update-deal`, `hubspot-update-ticket`, `hubspot-add-contact-note`, `hubspot-add-company-note`, `hubspot-add-deal-note`, `hubspot-add-ticket-note`.
* Do not count the deal's own create or update as activity.

**Validation:**

* If there are no open deals, say so and stop.
* If no deal is stalled, say so and give the longest-quiet deal anyway.

Who it's for

One answer, three teams that use it

Sales managers

Know which deals need a nudge

See stalled deals by owner and amount before your pipeline review, without opening each one.

Which open deals in our Enterprise pipeline have had no activity for 30 days?

Account executives

Find your own forgotten deals

Spot the deals you have not touched in weeks, with what the last activity was.

Which of my HubSpot deals have gone 14 days without a note, call or meeting?

Revenue operations

Clean up the forecast

Get the count and value of stalled deals per owner, so the forecast reflects active work.

How much pipeline value is stalled for 21 days or more in the New business pipeline, by owner?

How it works

What PopdockAI does when you ask

You pick a pipeline and a quiet period, and your AI assistant checks the last activity on every open deal. You get the stalled deals by amount, and nothing is changed.

01

Ask

You pick a pipeline and how many quiet days count as stalled.

Your AI tool

02

Read

It reads every open deal in the pipeline.

hubspot-get-deals

03

Check

It finds each deal's latest note, meeting or other logged activity.

hubspot-get-notes
hubspot-get-meetings
hubspot-get-engagements

04

Report

You get stalled deals by amount and totals per owner, changing nothing.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for HubSpot and one secure connection to your AI tool. No code, no exports.

get-data

hubspot-get-deals

Returns deals from HubSpot CRM, with amount, stage, pipeline, close date, owner and associated company and contact from the HubSpot connector. Filter by pipeline name, close date, deal stage name, deal type, record id, company id, deal name, amount, deal owner.
get-data

hubspot-get-notes

Returns notes logged against HubSpot records, with a body preview, owner and associated records from the HubSpot connector. Filter by activity date, company id, deal id, contact id, body preview, ticket id, activity assigned to.
get-data

hubspot-get-meetings

Returns meetings logged in HubSpot, with name, start and end times, outcome, location and associated records from the HubSpot connector. Filter by activity assigned to, contact id, company id, deal id, meeting start time, meeting name, meeting outcome.
get-data

hubspot-get-engagements

Returns all engagements (calls, emails, meetings, notes, tasks) from the legacy engagements API, with type, subject and associated records from the HubSpot connector. Filter by subject, deal ids, date, type, owner id, company ids, contact ids.
Read only.Nothing in HubSpot Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

A forecast without the deals nobody works

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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