B2B sales teams lose up to 30% of deals due to inactivity, but one team recovered 20% of ‘lost’ opportunities in just 30 days using a simple workflow automation. Learn how a Zapier + Slack + Pipedrive integration can rescue deals before they slip away.

By connecting their CRM to Slack with Zapier, this team set up an automation to flag untouched deals after 48 hours and send actionable reminders to account owners. The result: faster follow-ups, revived conversations, and a measurable boost in closed deals—without adding any new software or disrupting existing processes.

The Challenge

Stalled deals are a silent killer in B2B sales pipelines. According to Salesforce, 79% of sales teams say timely follow-up is their biggest challenge, and McKinsey reports that delayed responses can reduce close rates by up to 30%. For one mid-sized SaaS provider, hundreds of high-value opportunities were sitting untouched in Pipedrive for days, with no easy way to spot or revive them. Sales managers were frustrated by missed quotas, while reps struggled to prioritize outreach.

The Solution

Flow Genius helped this team implement a workflow automation using Zapier, Slack, and Pipedrive—tools they already used daily. The automation detects any deal in Pipedrive that hasn’t been updated in 48 hours, then pings the responsible account owner in Slack with a personalized reminder and next-step suggestions. This proactive approach ensures no opportunity goes cold and gives reps a clear path to re-engage prospects.

Implementation Steps

1. Map the CRM fields Identify which Pipedrive fields track deal status and last activity. Set up a filter in Pipedrive to flag deals with no updates in 48 hours.

2. Build the Zapier workflow Create a Zap that triggers when a deal meets the inactivity criteria. Use Zapier’s integration to pull deal details and the account owner’s Slack handle.

3. Send actionable Slack alerts Configure the Zap to send a direct Slack message to the account owner, including the deal name, days since last activity, and 2–3 next-step suggestions (e.g., “Send a follow-up email,” “Schedule a check-in call,” “Share a case study”).

Results

Within the first month, the team recovered 20% of deals previously marked as ‘lost’—translating to an additional $75,000 in pipeline value. Response times improved by 40%, and reps reported higher confidence in managing their pipeline. No new software was required; the automation ran entirely on existing platforms. According to HubSpot, companies using automated sales reminders see a 29% increase in follow-up rates, supporting these results.

Key Takeaways + CTA

Automating deal follow-up with workflow automation and AI integration can dramatically reduce lost opportunities and boost sales efficiency. You don’t need to buy new software—just connect the tools you already use. Personalized, actionable Slack nudges keep reps focused and accountable. Want to recover more deals and streamline your sales process? Contact Flow Genius today at https://flowgenius.ai to get your custom automation blueprint.

FAQ

How does the automation know which deals are stalled? It checks Pipedrive for deals with no updates in 48 hours, using built-in activity tracking.

Will this work with other CRMs or messaging apps? Yes, Flow Genius can adapt the workflow for other popular CRMs and platforms like Teams or Gmail.

Does this require coding or IT support? No coding is needed—Zapier’s no-code platform makes setup fast and simple.

What if I want to customize the next-step suggestions? You can easily tailor the Slack messages with your own templates and suggestions, or let Flow Genius help optimize them.