Auto-Close Deals After Unresponsive Sales Sequence

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Regular Contributor

Hi community!

 

Looking for some advice on automating closing deals in a particular situation.

 

We have deals in "New MQL" and "SDR Nurturing" deal stages. When we get a new deal, their associated contact receives an initial sales sequence. Once they are done with the sales sequence, we typically close/lose their deal if we did not receive a response. Currently, after the sales sequence is complete and with no response, we set up a task on the contact record that says "Close out deal."

 

I'd like to find a way to then automatically close the deal itself (changing both the "deal stage" and "close lost reason") as well as automatically close out the task.

 

I've tried several ways of doing this but have yet to find a way to connect a contact task updating deal properties. Any ideas?

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Top Contributor

Have you thought about putting a delay on a workflow for the time it takes a sequence to progress?  Then you can add criteria to the workflow to not execute if the deal changes stages or has a known reply time stamp. 

 

 

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Community Thought Leader

>>"I'd like to find a way to then automatically close the deal itself (changing both the "deal stage" and "close lost reason") as well as automatically close out the task."


No built-in native HubSpot functionality to trigger deal closure (or state changes) from Sequences.


An alternative approach may be to delay deal creation until interest is established and opportunity exists. This (best practice) will eliminate the need to clean-up extra deals and give your conversion numbers greater meaning.

- se Manage lifecycle stages sync settings (Deals section)

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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Top Contributor

Have you thought about putting a delay on a workflow for the time it takes a sequence to progress?  Then you can add criteria to the workflow to not execute if the deal changes stages or has a known reply time stamp. 

 

 

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Regular Contributor

Thanks for the suggestion. That could be a possible workaround but we have several sales sequences we use with different lengths so it wouldn't quite be perfect time-wise in each case. I could see this working enough for us if it's the only solution, though I'd prefer if I could find a way to trigger a deal action from a sales sequence if possible.

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0 Upvotes
Community Thought Leader

>>"I'd like to find a way to then automatically close the deal itself (changing both the "deal stage" and "close lost reason") as well as automatically close out the task."


No built-in native HubSpot functionality to trigger deal closure (or state changes) from Sequences.


An alternative approach may be to delay deal creation until interest is established and opportunity exists. This (best practice) will eliminate the need to clean-up extra deals and give your conversion numbers greater meaning.

- se Manage lifecycle stages sync settings (Deals section)

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

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0 Upvotes
Regular Contributor

Another potential work-around for us, though it's not perfect for how we currently use deals. We use deals for not only our sales pipeline but also our SDR pipeline. Only leads in our target market (which we consider to be MQLs) get entered into the pipeline for sales development. We then nurture them to a sales-ready status.

 

A majority of those MQLs get sales sequences but not all of them - some get more highly personalized messaging. The biggest reason why we create deals for SDR is so that we can track the stages from a new MQL to sales-ready to SQL to close. Unfortunately, if I don't have a deal associated with them it's pretty hard to perfectly track whether a new "MQL" makes it to a sales-ready stage with the work we do in marketing and sales dev. The only way I have found to sort of track this is through the "became MQL" close date and so forth... with lifecycle stages but it doesn't have each one we want - which is why we use deals/deal stages. (That's a whole other thing I am still trying to solve!)

 

So, I hear what you are saying about delaying deal creation. But we would need to rework the entire way we run our pipeline and solve the challenge of tracking deals through marketing/sales development nurturing. 

 

Good to know that there seems to be nothing out-of-the-box that can get us there. Any creative ideas for something I can trigger in one contact-based workflow that could then appropriately trigger a deal-creation workflow? This would save a lot of time at least for managing a majority of deals in the sales dev phase.

 

Good to hear from all of you to constantly be revising and perfecting our process. Thanks for your input!