CRM

MEDDPICC Weekly Deal Scoring — Scheduled Zapier Automation

Every Monday at 8 AM, review in-scope HubSpot deals and recent notes against eight MEDDPICC criteria, save a source-linked scorecard as a deal note, and privately notify the verified owner in Slack. Missing evidence and failures are flagged.

Automated
Advanced
Automated weekly; deal-owner review required
Zapier (Schedule, Looping, Code SDK, API Request, Tables) + HubSpot + Claude API + Slack

This workflow is part of Pro

The full trigger setup, the step-by-step build, and every prompt it uses are included with Promptifi Pro.