Flag HubSpot deals with missing fields and Slack the rep using Make

Prerequisites

Make account (Free plan works for low volume)
HubSpot connection in Make via OAuth or API key
Slack connection in Make
A mapping of HubSpot owner IDs to Slack user IDs

Step 1: Schedule daily execution

Create a new scenario. Set the schedule:

Schedule type: Every day
Time: 07:00

Step 2: Search for deals missing close date

Add an HTTP -> Make a Request module:

Method: POST
URL: https://api.hubapi.com/crm/v3/objects/deals/search
Headers: Authorization: Bearer {{your_hubspot_token}}, Content-Type: application/json
Body:

{
  "filterGroups": [{
    "filters": [
      {"propertyName": "closedate", "operator": "NOT_HAS_PROPERTY"},
      {"propertyName": "dealstage", "operator": "NOT_IN", "values": ["closedwon", "closedlost"]}
    ]
  }],
  "properties": ["dealname", "amount", "closedate", "dealstage", "hubspot_owner_id"],
  "limit": 100
}

Why not the HubSpot CRM module?

Make's built-in HubSpot module does not expose the NOT_HAS_PROPERTY operator. Use an HTTP module with a raw POST request to access the full Search API.

Step 3: Search for deals missing amount

Add a second HTTP -> Make a Request module with the same structure, swapping the filter:

{
  "filterGroups": [{
    "filters": [
      {"propertyName": "amount", "operator": "NOT_HAS_PROPERTY"},
      {"propertyName": "dealstage", "operator": "NOT_IN", "values": ["closedwon", "closedlost"]}
    ]
  }],
  "properties": ["dealname", "amount", "closedate", "dealstage", "hubspot_owner_id"],
  "limit": 100
}

Step 4: Merge and group by owner

Add a Tools -> Set Multiple Variables module or a Code (JavaScript) module to deduplicate and group:

const closeResults = JSON.parse(bundles[0].data.body).results || [];
const amountResults = JSON.parse(bundles[1].data.body).results || [];
 
const seen = new Set();
const byOwner = {};
 
for (const deal of [...closeResults, ...amountResults]) {
  if (seen.has(deal.id)) continue;
  seen.add(deal.id);
  const props = deal.properties;
  const missing = [];
  if (!props.closedate) missing.push('close date');
  if (!props.amount) missing.push('amount');
  const ownerId = props.hubspot_owner_id || 'unassigned';
 
  if (!byOwner[ownerId]) byOwner[ownerId] = [];
  byOwner[ownerId].push({
    id: deal.id,
    name: props.dealname,
    missing: missing.join(', '),
  });
}
 
return Object.entries(byOwner).map(([ownerId, deals]) => ({
  ownerId,
  dealCount: deals.length,
  deals,
}));

This outputs one bundle per owner, which feeds into the next module.

Step 5: Slack DM each rep

Add a Slack -> Create a Message module:

Channel / User: Map the ownerId to the corresponding Slack user ID from your lookup table
Text:

*Missing Deal Fields*
You have {{dealCount}} deals with incomplete data:
 
{{deals mapped to bullet list}}
 
Please update these deals today so forecasting stays accurate.

For richer formatting, switch to Block Kit and use a JSON body:

{
  "blocks": [
    {
      "type": "header",
      "text": {"type": "plain_text", "text": "Missing Deal Fields"}
    },
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": "You have *{{dealCount}}* deals with incomplete data:\n\n{{formatted deal list with links}}"
      }
    },
    {
      "type": "context",
      "elements": [{"type": "mrkdwn", "text": "Please update these deals today so forecasting stays accurate."}]
    }
  ]
}

Owner to Slack user mapping

Make doesn't natively map HubSpot owner IDs to Slack users. Create a lookup table using Make's Data Store module, a Google Sheet, or a static JSON object in the Code module.

Step 6: Handle empty results

Add a Filter between the Code module and the Slack module:

Condition: dealCount greater than 0

This prevents the scenario from sending empty messages when all deals have complete data.

Step 7: Activate

Click Run once to test
Verify the Slack DM content and deal links
Toggle to Active

Cost

Free plan: ~4-5 operations per run (2 HTTP requests + code + filter + Slack). At 30 runs/month = ~150 operations. Within the free tier's 1,000 operations.
Core plan: $10.59/mo for higher volume.