Why did you loose this deal? HubSpot deal loss agent tells you

Every sales team has closed lost deals, but few take a time to work out why they keep losing them. HubSpot’s Deal Loss Agent reviews your closed-lost deals and their associated records, spots patterns in your CRM data, and gives you recommendations. You don’t have to dig through deals one by one. It’s available on any tier of Marketing Hub, Sales Hub, Service Hub, Data Hub, or Content Hub, and it runs on HubSpot Credits.

Table of Contents

• What is the Deal Loss Agent (and why use it)?
• How do you set up the Deal Loss Agent?
• What does the Deal Loss Agent cost?
• How should a sales rep use the Deal Loss Agent?
• How Thalox helps you get the Deal Loss Agent set up
  
  

Check what our HubSpot Consultant Joana Gomes has to say about the Deal Loss Agent in HubSpot:v

What is the Deal Loss Agent (and why use it)?

The Deal Loss Agent answers one question: why are we losing deals? It reviews deals marked closed lost over a timeline you choose, along with their associated records, and turns what it finds into a report with patterns and recommendations.

What it is: an agent you add from HubSpot’s Agent Marketplace, customize in the agent builder, and run from the Agent Inbox whenever you need a fresh analysis.

Why use it:

• Find patterns. It reviews losses across many deals at once, so you see recurring themes instead of whatever your reps remember.
• Save hours of manual review. You get the analysis without opening each deal record.
• Get recommendations you can act on. The report goes beyond loss reasons and suggests changes.
• Share the findings easily. You can share reports or download them as PDFs for sales meetings and leadership reviews.

How do you set up the Deal Loss Agent?

Before you start, make sure that:

• A Super Admin is setting up the agent
• Your account has HubSpot Credits available
• These options are turned on in AI settings: Give users access to generative AI tools and features, CRM data, Customer conversation data, and Files data

Then:

1. Go to More > Agents > Agent Marketplace. If you don’t see More, go to Agents > Agent Marketplace.
2. Click Explore all.
3. Click the Deal Loss Agent card.
4. Click Add.
5. Click Open to go to the agent builder.

How do you run the agent and review the results?

1. Go to More > Agents > Agent Inbox.
2. Open the Run agents dropdown and select the Deal Loss Agent.
   
   
   
   
3. In the right panel, enter the required inputs, such as the timeline to analyze, and click Run agent.
4. Review the report in the Agent Inbox.
5. Share it with your team or download it as a PDF.

Tip: The agent is only as good as your deal data. If closed lost reasons are empty or inconsistent, fix that first. Otherwise, the agent has very little to work with.

What does the Deal Loss Agent cost?

The agent is available on any tier (Starter, Professional, or Enterprise) of Marketing Hub, Sales Hub, Service Hub, Data Hub, or Content Hub. Running it uses HubSpot Credits, so check your credit balance and usage in your account settings before scheduling regular runs.

Credit usage depends on the work the agent does during a run, so we can’t give a reliable estimate from its configuration alone. Test runs are free. After a test, the agent builder shows the credit usage to help you gauge the cost of a real run.

How should a sales rep use the Deal Loss Agent?

A sales rep gets the most from the Deal Loss Agent by using it as a coach. Before a quarterly review or pipeline planning, run the agent on your own lost deals and look for the patterns that keep coming up, like stalling after the demo, losing on price, or deals going quiet once a competitor gets involved.

Choose one or two of the recommendations to try on your open deals, such as bringing in a decision maker earlier or handling pricing objections sooner. A few weeks later, run the agent again to see whether the pattern has changed. If you share the PDF with your manager, your one-to-ones can be about real data instead of gut feeling.

How Thalox helps you get the Deal Loss Agent set up

The Deal Loss Agent can only find patterns in data that’s there. As a certified HubSpot partner, Thalox helps you:

• clean up your deal pipeline and standardize closed-lost reasons
• set up the AI settings and permissions correctly
• tailor the agent to your sales process
• turn the first reports into concrete changes for your sales team

Want to find out why you’re losing deals?  Book a discovery call with our team.