Sales
•
Outbound
Closed-Lost Re-engagement
Scans your CRM for closed-lost deals and contacts gone cold for 90 or more days. For each candidate, it pulls past conversations, deal history, loss reasons, and recent company changes, then drafts a reconnection email grounded in real relationship context. All emails require approval before sending.
Last updated
Watch this agent work in Nex
See a Nex session move from your instructions through integration work to the finished outcome.
Goal
Scans your CRM for closed-lost deals and contacts gone cold for 90 or more days. For each candidate, it pulls past conversations, deal history, loss reasons, and recent company changes, then drafts a reconnection email grounded in real relationship context. All emails require approval before sending.
What Nex will do
1. Find eligible stale deals 2. recover full relationship context 3. detect meaningful changes 4. prioritize 5. draft personalized reconnection 6. require approval 7. report pipeline revival.
Integrations and actions
Best for
Designed for founders, revenue leaders, and go-to-market teams that want a reviewable closed-lost re-engagement workflow grounded in their own organizational context.
What you will get
The agent returns a sourceable result, its reasoning and evidence, linked Nex records or proposed updates when relevant, and approval-ready drafts or next actions. For this agent, the core flow is: Find eligible stale deals → recover full relationship context → detect meaningful changes → prioritize → draft personalized reconnection → require approval → report pipeline revival.
What you will need
Connect the relevant systems, define the approved data scope and success criteria, and assign a human owner for review. The workflow should not run on data or channels the team has not authorized.
Approvals and control
Excludes do-not-contact records and ineligible contacts. Every reconnection email requires approval before sending.
Full agent guide
Scans your CRM for closed-lost deals and contacts gone cold for 90 or more days. For each candidate, it pulls past conversations, deal history, loss reasons, and recent company changes, then drafts a reconnection email grounded in real relationship context. All emails require approval before sending.
What this agent does
Scans your CRM for closed-lost deals and contacts gone cold for 90 or more days. For each candidate, it pulls past conversations, deal history, loss reasons, and recent company changes, then drafts a reconnection email grounded in real relationship context. All emails require approval before sending.
Who this is for
Designed for founders, revenue leaders, and go-to-market teams that want a reviewable closed-lost re-engagement workflow grounded in their own organizational context.
When it runs
When a closed-lost or stale deal has had no contact for 90 or more days and is still eligible for outreach.
How the workflow works
Find eligible stale deals → recover full relationship context → detect meaningful changes → prioritize → draft personalized reconnection → require approval → report pipeline revival.
Inputs and prerequisites
Connect the relevant systems, define the approved data scope and success criteria, and assign a human owner for review. The workflow should not run on data or channels the team has not authorized.
Typical inputs include HubSpot, Salesforce, Attio, Gmail, Outlook, Slack; the team’s ICP, voice, playbooks, and approval rules; and the source records needed for this specific run.
Outputs
The agent returns a sourceable result, its reasoning and evidence, linked Nex records or proposed updates when relevant, and approval-ready drafts or next actions. For this agent, the core flow is: Find eligible stale deals → recover full relationship context → detect meaningful changes → prioritize → draft personalized reconnection → require approval → report pipeline revival.
Approvals and safeguards
Excludes do-not-contact records and ineligible contacts. Every reconnection email requires approval before sending.
Integrations
This agent can use HubSpot, Salesforce, Attio, Gmail, Outlook, Slack. Connections, permissions, and available actions vary by the workspace configuration.
What it can replace
Consolidates or replaces parts of the workflow handled across Clay, Apollo, Outreach, Salesloft. It does not claim to replace every capability of each product. Referenced workflow tools include Clay, Apollo, Outreach, Salesloft.
Estimated software savings
Est. $300–$400/mo. Illustrative monthly software-stack consolidation range based on overlapping workflow categories and public self-serve prices reviewed on August 25, 2026. Actual savings vary by plan, seats, usage, retained tools, and data costs; Nex may complement rather than replace every capability.
Use the agent prompt
Use Deploy Agent in Nex on this page to open the agent in your current workspace. Review integrations, permissions, thresholds, tone, and approval gates before deploying it.
Frequently asked questions
What does the Closed-Lost Re-engagement agent do?
Scans your CRM for closed-lost deals and contacts gone cold for 90 or more days. For each candidate, it pulls past conversations, deal history, loss reasons, and recent company changes, then drafts a reconnection email grounded in real relationship context. All emails require approval before sending.
What data and integrations does the Closed-Lost Re-engagement agent use?
It uses only approved context and connected systems relevant to the workflow. In this agent, that can include HubSpot, Salesforce, Attio, Gmail, Outlook, Slack. Exact access depends on the integrations and permissions configured in Nex.
Does this agent replace Clay, Apollo, Outreach?
Consolidates or replaces parts of the workflow handled across Clay, Apollo, Outreach, Salesloft. It does not claim to replace every capability of each product. The Est. $300–$400/mo figure is an illustrative software-stack consolidation range, not a guaranteed outcome.
Last updated
August 25, 2026. Agent behavior and third-party pricing can change; verify operational and pricing details before publishing or running the workflow.
Deploy this agent in Nex
Use Deploy Agent in Nex to open this agent in your current Nex workspace. Review integrations, permissions, thresholds, and approval gates before deploying it.