Close with Grace: Auto-Send Lost Deal Emails
Deal moved to Lost in HubSpot? Notis sends a graceful closure email—acknowledges their decision, thanks them for their time, and leaves the door open.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Send Email
Sends an email via gmail api using the authenticated user's google profile display name, requiring `is html=true` if the body contains html and valid `s3key`, `mimetype`, `name` for any attachment.
Why this helps
Lost deals feel awkward. You avoid the closure conversation or send a canned rejection that feels cold. The relationship ends on an odd note.
- Relationships stay warm even after rejection
- Closure feels professional and kind
- Door stays open for future deals
- Your brand stays human
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Gmail to Notis.
- 2Tell Notis: 'When a deal moves to Lost, send a brief, warm closure email. Thank them for considering you, acknowledge their decision, briefly explain why your solution didn't fit this time, and leave the door open for future conversations. Mention you'd love to reconnect in 6-12 months.'
- 3Set your notification channel.
- 4Select 'Deal Stage Updated' as the trigger (lost stage only).
- 5Test by marking a deal as Lost and verify the closure email lands.
Questions about this workflow
Should the email ask why they chose someone else?
You can include a light 'curious what drove the decision' line, but keep it optional and low-pressure.
Can I include resources or alternatives in the closure email?
Yes, but keep it brief—maybe a link to a relevant article or 'if you ever need X, we're here.'
Should this email include a calendar link to reconnect later?
Optional, but smart. A light 'let's grab coffee in 6 months' shows confidence and warmth.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Gmail. A trigger fires from one place; an action lands in another.
Hubspot triggers
Gmail actions
Contact Created Trigger
Contact Created Trigger
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
Create label
Creates a new label with a unique name in the specified user's gmail account.
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Not just Hubspot and Gmail. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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