Flag Stale Deals for Follow-up
Other Relevant Templates
List all HubSpot deals in the 'Negotiation' stage with close dates this month.
Show me all new leads created to HubSpot in the past 7 days.
Search all company records in HubSpot where the 'Country' field is set to '[United States of America]'. For all matching records, update the 'Country' field to '[USA]' to ensure data consistency.
Search for new contacts created in the last hour whose 'Lead Score' property is empty. If a contact's 'Job Title' contains '[Director, VP, or C-Level]', update their custom 'Lead Score' property to '[100]'.
Search for contacts created in the last 24 hours that are not yet associated with a company. For each contact, create a new company record using the value from the contact's '[Company Name]' property.
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