Check which stakeholders on this closed-lost deal are still at the company before I reach back out
Verify closed-lost deal contacts are still in role, then flag which ones to reactivate
Checks whether the stakeholders on a closed-lost HubSpot deal are still worth calling before a win-back push. It pulls the contacts associated with the deal, re-verifies each one's current company and title against MoltSets, and flags anyone who has moved on, changed role, or is no longer a fit, so reactivation effort goes to people who are actually still there.
HubSpot closed-lost deal(s)
to hubspot/search-crm-objects (deals with dealstage = closed-lost, closed N+ months ago)
to hubspot/list-associations (contacts on each deal)
to MoltSets:
reverse_linkedin_lookup (LinkedIn URL -> current company, title, seniority)
search_business_profile_by_name (fallback when no LinkedIn URL on record)
to compare current company/title against deal's original account + role
to flag: still in role / moved within account / left account / not found
to hubspot/update-object (optional: write current title + a reactivation-ready flag)
reverse_linkedin_lookup when a LinkedIn URL is present, or search_business_profile_by_name as a fallback| Name | Deal | Closed Date | Original Title | Current Title | Current Company | Status | Reactivation-Ready |
|---|
Closed-lost deals checked: X
Contacts verified: X
Still in role: X
Moved within account: X
Left account: X
Not found: X
MoltSets tokens used: X
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