Move 20% more deals out of stalled stages and recover an average of 5 hours per week in pipeline review meetings.
~5 hrs
Saved / wk
Medium
Setup
No AI
AI
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.
~5 hrs
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect Salesforce to Make and set a daily scheduled trigger.
Step 2: Query opportunities where 'Stage Last Modified Date' is more than 5 days ago and status is not Closed.
Step 3: For each stalled deal, create a follow-up task in Salesforce assigned to the deal owner.
Step 4: Post a Slack message to the owner with the deal name, current stage, and days since last movement.
Step 5: Set the task due date to tomorrow so it appears at the top of the rep's Salesforce task list.
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