Vaibhav S.

Yeah this feels familiar, like everyone knows the deal’s going cold but nobody quite grabs it in time. From what I’ve seen it’s usually somewhere between 2 and 3, you can see the inactivity but it kind of gets hand-waved until a review forces the conversation, not sure though since it depends on team habits. It always felt less like a data problem and more like no one wanting to poke the deal too early. Do you see reps actually flagging these on their own or does it mostly surface in reviews?

Yes, this is a common setup. If the sheet structure is stable, Salesforce Flow works well to create Leads with validation and de-dupe. For quicker setup or more flexibility, tools like Zapier or Make are commonly used to sync rows into Salesforce. Main thing is to lock down required fields, handle duplicates early, and avoid the sheet becoming a second CRM.

HubSpot doesn’t make the meeting link or calendar a reportable field. Reporting is limited to meeting owner or organizer. What people usually do instead is .Use a consistent meeting name or meeting type per AE and report on that .Add an AE identifier to the meeting link (query param) and store it on the contact .Capture “booked by BDR” as a contact property at booking time If you need clean attribution for both AE calendar and BDR, it generally requires API or a small custom object. Otherwise the data will stay inconsistent.

I’ve seen the same thing, and your framing makes sense. In my experience it usually ends up with whoever has the most context and urgency, not a clear owner. Often that’s RevOps or a senior CS or Sales lead once the impact becomes visible. It tends to surface post sale or during expansion, when coordination actually requires push and local judgment. If there’s no local operator, it rarely gets fully resolved. It just goes quiet until it shows up as stalled expansion or forecast issues. The work itself isn’t complex, but the ownership gap is.

Anna C. Thanks for the Advice Anna, I started from a few pointers you listed.

Pat H. I have for close to 1.3 years, but this is a completely new business than what I sold for earlier, agency setup tho.