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Spot closing HubSpot deals whose buyer stopped opening email
For sales teams who want each closing deal's buyer checked in Mailchimp, by asking their AI assistant.
On this page
Connector
Connect HubSpot, pick your AI tool and paste the prompt.
The problem
A buyer who stopped reading your email is a hidden forecast risk
A deal closing this month whose buyer has stopped opening your emails is a risk the forecast does not show. Checking means looking up each deal contact in Mailchimp one at a time.
Without PopdockAI
- List the deals closing this month
- Find each deal's contact email
- Look them up in Mailchimp
- Read their opens and clicks one by one
With PopdockAI
- Open deals closing soon are read with each contact's email
- Mailchimp status, opens and clicks are checked
- Each deal is rated engaged, quiet, unreachable or no contact email
- Quiet and unreachable come first by amount, 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.
**Objective:** For open HubSpot deals closing in the next `{closing-within-days}` days (default 30 if blank), in pipeline `{pipeline-name}` (all pipelines if blank), show how engaged each deal's contact has been with Mailchimp email over the last `{lookback-days}` days (default 60 if blank).
**Step 1: Deals closing soon**
Call `hubspot-get-deals` with `close-date.from` set to today and `close-date.to` set to today plus the window. If `{pipeline-name}` is not blank, also set `pipeline-name` to it. Leave out deals whose `deal-stage-name` is a closed stage. Note `deal-name`, `amount`, `close-date`, `deal-stage-name`, `deal-owner` and `contact-id`. If no deals come back, say so and stop.
**Step 2: The deal's contact email**
For each deal with a `contact-id`, call `hubspot-get-contacts` with `record-id` set to it and take `email`. A deal with no `contact-id` or a contact with no email is reported as "No contact email" and skipped in Step 3.
**Step 3: Carry the email into Mailchimp**
For each email:
* Call `mailchimp-get-list-member` with `email` set to it. Note each audience's `status` and `average-open-rate`.
* Call `mailchimp-get-campaign-email-activity` with `email-address` set to it and `activity-date.from` set to today minus the lookback. Count opens and clicks, and take the most recent activity date.
**Step 4: Report**
A table with columns: deal, amount, close date, stage, owner, contact email, Mailchimp status, opens, clicks, last activity. Classify each row as Engaged (any click, or 3 or more opens), Quiet (subscribed, no recent activity), Unreachable (unsubscribed, cleaned or not in Mailchimp), or No contact email. Sort Unreachable and Quiet first, highest amount first within each.
**Rules & Guidelines:**
* `hubspot-get-deals` and `hubspot-get-contacts` are on the HubSpot server; `mailchimp-get-list-member` and `mailchimp-get-campaign-email-activity` are on the Mailchimp server.
* Match on email address only, compared case-insensitively with surrounding spaces trimmed. Never match on name alone.
* This prompt is read-only. Do not call `hubspot-add-contact`, `hubspot-update-contact`, `hubspot-add-contact-note`, `hubspot-add-company`, `hubspot-update-company`, `hubspot-add-company-note`, `hubspot-add-deal`, `hubspot-update-deal`, `hubspot-add-deal-note`, `hubspot-add-ticket`, `hubspot-update-ticket` or `hubspot-add-ticket-note` on HubSpot, and do not call `mailchimp-add-list-member`, `mailchimp-update-list-member`, `mailchimp-add-customer`, `mailchimp-update-customer`, `mailchimp-add-segment-member`, `mailchimp-start-automation`, `mailchimp-pause-automation`, `mailchimp-replicate-campaign`, `mailchimp-update-product` or `mailchimp-update-order` on Mailchimp.
**Validation:**
* If a person is a member of several audiences with different statuses, show subscribed if any audience is subscribed, and list the others.
* Engagement is evidence, not a forecast. Do not change deal stages or amounts, and do not predict whether a deal will close.Who it's for
One answer, three teams that use it
Sales managers
Add engagement to the forecast call
See which closing deals have a buyer who went quiet, as evidence alongside the rep's view.
Rate HubSpot deals closing this month by the buyer's Mailchimp engagement over the last 60 days.
Account executives
Know which buyers to call
Quiet or unreachable buyers on your deals are listed first, so you can reach out directly.
Are the buyers on my HubSpot deals closing in 3 weeks still opening our Mailchimp emails?
Marketing managers
Support deals with the right content
See which buyers on closing deals are engaged and which need a different approach.
Which deals in the Enterprise pipeline closing this quarter have buyers who are unsubscribed in Mailchimp?
How it works
What PopdockAI does when you ask
You set a closing window and your AI assistant checks each buyer's Mailchimp engagement. You get a rating per deal, and nothing is changed in either system.
01
Ask
You set a closing window, a lookback period and optionally a pipeline.
02
Read
It reads open HubSpot deals closing soon and each deal contact's email.
03
Check
It reads their Mailchimp status, opens and clicks.
04
Report
You get a rating per deal, quiet and unreachable first by amount.
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.
hubspot-get-deals
hubspot-get-contacts
mailchimp-get-list-member
mailchimp-get-campaign-email-activity
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.
The outcome
Spot quiet buyers while there is time to act
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