1.Monitors new inactive contacts
Integrate HubSpot and crm list triggers to detect when a contact is added to your configured inactivity list to start follow-up alerts.
Notify assigned CSMs about contacts inactive for twelve days
Automatically monitor new contacts added to a configured HubSpot list across HubSpot and Slack. Get instant Slack and CSM alerts when contacts become inactive, inactivity-days crosses twelve days, or owners miss follow-upβso you can confirm outreach, update last-contact data, and mention the right CSM without manual follow-up.
How this automation alerts CSMs about inactive contacts
When new contacts enter your configured inactivity list, outreach can stall and last-contact data can go stale. This automation gets deal ownership, formats the last-contact date, finds the CSM mapping, and posts Slack alertsβso your team can act fast.
HubSpotor swap with your favorite app
2.Gets deal by ID
Integrate HubSpot and CRM data lookups to retrieve deal ownership, last-contact timestamp, and inactivity days to identify the right owner.
3.Formats last-contact date
Integrate Formatter by Zapier and data formatting tools to convert the last-contact timestamp into a human-readable date to populate messages.
Formatter by Zapieror swap with your favorite app
4.Finds CSM mapping record
Integrate Zapier Tables and mapping tables to search the CSM mapping table and return the CSM display name and fallback team mention to route alerts.
Zapier Tablesor swap with your favorite app
5.Looks up CSM user
Integrate Slack and user directory lookup to find the matching Slack user ID by username or full name to enable direct mentions.
Slackor swap with your favorite app
6.Sends channel message
Integrate Slack and messaging workflows to post the contact name, formatted last-contact date, inactivity days, and the user mention or fallback to notify the team.
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