When a Salesforce opportunity stays in the same stage for 5 or more days, this workflow automatically creates a follow-up task for the deal owner and posts a summary in Slack. Deals stop stalling without managers having to police the pipeline.
Connect Salesforce to Make and set a daily scheduled trigger.
Query opportunities where 'Stage Last Modified Date' is more than 5 days ago and status is not Closed.
For each stalled deal, create a follow-up task in Salesforce assigned to the deal owner.
Post a Slack message to the owner with the deal name, current stage, and days since last movement.
Set the task due date to tomorrow so it appears at the top of the rep's Salesforce task list.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountMove more deals out of stalled stages and spend less time in pipeline review meetings.
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