How to follow up every open deal with Claude and HubSpot
Deals go quiet when nobody owns the next step. One request to Claude can give every open deal in HubSpot a drafted follow-up and a dated task.
What you need
- A paid Claude plan and the Claude desktop app.
- The HubSpot connector under Customize › Connectors. A free HubSpot CRM account works.
The prompt
Go through our open deals in HubSpot. For each one, draft a short follow-up email here and create a follow-up task in HubSpot due before the close date. Don't send anything.
What Claude does
- Reads each open deal: stage, value, contact and close date.
- Creates a follow-up task a few days before each close date, and marks the most valuable or urgent ones high priority.
- Drafts an email that fits the deal's stage, for example a nudge to sign a contract, or preparation for a presentation.
- Reports what it created, and confirms that nothing was sent.
Example
In the course, the demo bakery has five open deals worth between $211 a week and $2,000. Claude created five tasks in HubSpot, each linked to the right contact, and flagged the $2,000 hotel deal and a wedding contract as high priority.
Tasks are safe to automate. Emails aren't. Let Claude create the tasks, and read every draft before it goes out.
Make it a habit
Run the same prompt every Monday, or turn it into a scheduled task in Claude so the drafts are waiting for you.
Want to see it done, step by step?
The Monday Routine is a 26-lesson video course that walks you through this on a real-looking bakery, then on your own business. Lesson 19 shows every step on screen.
See the course · $149