Early warnings on at-risk deals, delivered to the rep's chat

The scenario regularly scores your active deals from hubspot together with their engagement history, flags the risky ones, warns the rep in botHelp and keeps the risk picture in Microsoft SharePoint.

  • A cooling deal is visible before you lose it
  • The score is built on real engagement history, not gut feel
  • The warning goes straight to the right rep in botHelp
  • A pipeline-wide risk picture builds up in Microsoft SharePoint
HubSpot
Set it up for yourselfScriptera

How it works

To move data from botHelp to Microsoft SharePoint automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Schedule Trigger
  2. Then: Get Active Deals from HubSpot
  3. Then: Formatting Data
  4. Check: If
  5. If yes: Loop Over Items1
  6. Then: HTTP Request
  7. Then: Get an engagement
  8. Then: Extracts Data
  9. Then: AI Agent
  10. Then: Format Data1
  11. Check: Filter Alerts Needed
  12. If yes: Send Slack Alert
  13. Then: Append or update row in sheet
  14. Then: OpenAI Chat Model

You can launch this botHelp + Microsoft SharePoint integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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