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 devino and keeps the risk picture in Microsoft SQL.

  • 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 devino
  • A pipeline-wide risk picture builds up in Microsoft SQL
HubSpot
Set it up for yourselfScriptera

How it works

To move data from devino to Microsoft SQL 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 devino + Microsoft SQL integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios