Catch deals before they go cold by flagging any that sit in one stage too long. This automation watches every open deal, and when one stalls past your set threshold, it alerts the owner and creates a re-engagement task so the pipeline keeps moving.
What's Included
- Stall detection: track time-in-stage for every deal and trigger when one goes quiet.
- Owner alert: notify the rep the moment a deal crosses your inactivity threshold.
- Re-engagement task: auto-create a next step so the rep knows exactly what to do.
- Manager view: roll stalled deals into one board for pipeline reviews.
How To Use
- Clone this automation and set your stall threshold for each stage.
- Connect your pipeline so deal movement fires the Triggers.
- Configure the alert and follow-up task in the Actions step.
- Enable the toggle to start watching for stalled deals.
Pair it with the DealFlow Sales CRM or browse more systems in the Community Gallery.