MEDDPICC Weekly Deal Scoring — Scheduled Zapier Automation

Trigger: Scheduled — runs every Monday at 8 AM.

What this automates: Weekly deal qualification review. Every active deal gets an objective MEDDPICC scorecard delivered to the rep before the week starts.

  1. Scheduled trigger fires every Monday at 8 AM
  2. Active deals retrieved from HubSpot
  3. Deal notes pulled for each deal
  4. Claude API scores each deal against MEDDPICC: Strong/Weak/Missing per element, Overall Deal Health, Top 3 Gaps with questions, Recommended Next Action, Deal Risk level
  5. MEDDPICC scorecard written to HubSpot as CRM note
  6. Slack DM sent to each deal owner