Alaskan Labs

CRM hygiene sweep

Every weekday at 5 the CRM dog turns the day's call notes into stage, amount and next-step changes, flags anything the notes don't support, and applies them after one yes.

Use it in AlaskanDownload JSON
For
Agencies and sales teams
Runs
Weekdays · 5:00 PM
Run by
Skagway, crm hygiene
Apps
HubSpot
Licence
MIT, by Alaskan Labs

The graph

A run walks it from the top, one step at a time. A Decide step comes to you as a card and the run waits; it carries on along the option you choose. Steps marked write change something, so they run only after an approved Decide.

  1. 01

    Read today's call notesApp · HubSpot

  2. 02

    Read the open dealsApp · HubSpot

  3. 03

    Work out the updatesThink

  4. 04

    Any changes?Branch

    found → Apply today's CRM updates? · empty → Log the sweep

  5. 05

    Apply today's CRM updates?Decide

    1. 1Apply all
    2. 2All but the flagged ones
    3. 3Don't apply

    Apply all → Apply the updates · All but the flagged ones → Apply the unflagged updates · Don't apply → Log the sweep

  6. 06

    Apply the updatesApp · HubSpot · write

  7. 07

    Apply the unflagged updatesApp · HubSpot · write

  8. 08

    Log the sweepWrite

Weekdays · 5:00 PM

foundempty1 · Apply all2 · All but the flagged…3 · Don't applyAPPRead today's call notesAPPRead the open dealsTHINKWork out the updatesBRANCHAny changes?DECIDEApply today's CRM updates?APPWRITEApply the updatesAPPWRITEApply the unflaggedupdatesWRITELog the sweep

Installed with