Revenue Signal Radar

Each weekday this bot combs a HubSpot instance for accounts worth a call: customers ripe for an upsell, deals that have gone quiet, and old losses worth reopening. It puts them in order, cites the records behind every pick, and drafts an opening message. Nothing in the CRM is ever changed.

shared by @ericosiu

before you install

a shared bot carries somebody else's instructions. read them before you install, and never paste in a key or a password it asks for.

what it includes

instructionsscheduleworkflow

What it does

Each weekday this bot combs a HubSpot instance for accounts worth a call: customers ripe for an upsell, deals that have gone quiet, and old losses worth reopening. It puts them in order, cites the records behind every pick, and drafts an opening message. Nothing in the CRM is ever changed. It runs on a schedule rather than waiting to be asked.

Before you install

Open the share link and read the instructions it carries before you add it. @ericosiu shared this one publicly, and adding it copies the setup into your own account rather than giving you access to theirs.

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