Pipeline Stage Stall Alerts
A done-for-you everyday business automation built for the Sales Operations Coordinator, connecting Slack, HubSpot, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Every open opportunity in the CRM is monitored against expected time-in-stage benchmarks pulled from historical close data; the moment a deal sits in the same pipeline stage longer than its benchmark, whether that's "Proposal Sent" for nine days or "Negotiation" for two weeks, Make.com fires an alert to both the deal owner and their manager in Slack with a direct link to the record in HubSpot.
A weekly digest compiled in Google Sheets rolls up every stalled deal by rep and by stage so sales operations can spot bottlenecks across the whole team rather than chasing one deal at a time.
Deals that stall twice in a row get automatically flagged for a joint call between the rep and manager.
Pipelines that used to quietly rot now get caught early, and forecast accuracy improves because stalled deals stop masquerading as healthy ones.
- Zapier or Make.com
- HubSpot
- Slack
- Google Sheets
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Handled by hand, a sales operations coordinator spends time each day re-checking the same information across disconnected tools instead of doing higher-value work. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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