Stale Deal Cleanup & Reassignment
A done-for-you everyday business automation built for the Sales Operations Specialist, connecting Slack, HubSpot, and Google Sheets so the work below happens on its own.
What this automation does, step by step
Opportunities in Salesforce that haven't had any logged activity, no email, call, or meeting, in 30 days get automatically flagged by Make.com and dropped into a stale-deal report reviewed weekly by sales operations.
Deals stale past 45 days trigger an automatic Slack alert to the rep's manager, and past 60 days with still no activity, the system automatically reassigns the opportunity to a fresh rep or moves it to a nurture status in HubSpot rather than letting it inflate the pipeline forecast indefinitely.
A running dashboard in Google Sheets shows stale-deal volume by rep so managers can spot coaching opportunities before it becomes a habit.
Pipelines that used to carry months of dead weight, quietly making forecasts look healthier than reality, now stay clean automatically, giving leadership a forecast number they can actually trust.
- Zapier or Make.com
- Salesforce
- 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
Manually, a sales operations specialist is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. 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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