Get an alert the day a deal goes quiet

What it does

A Monday review of quiet deals catches them once a week. An alert catches them the day they go quiet, when one email still fixes it. Most CRMs can do it with a workflow and a Slack connection, and where yours can’t, Zapier or n8n can in about an hour.

What you need

• Your CRM
• Slack, or email if that’s where you’ll see it
• Zapier or n8n, if your CRM can’t send the alert itself

How it works

1. 1

   Use the same rule as your Monday view

   An open deal with no email, call or meeting in seven days, and no task or meeting booked. Your own notes don’t count as activity.

2. 2

   Build the trigger

   In HubSpot, a deal workflow can pick up deals whose last activity date is more than seven days ago and whose next activity date is empty, and post to Slack through HubSpot’s Slack connection. Where your CRM or plan can’t do that, run a daily Zapier or n8n job that searches for those deals and posts them.

3. 3

   Write a message someone can act on

   The alert: swap in your CRM’s fields

   Quiet deal: [DEAL NAME], [VALUE], [STAGE]
   Owner: [OWNER]
   Last touch: [WHAT AND WHEN]
   Nothing scheduled. By end of day: email, call, or close it out with a reason.
   [LINK TO THE DEAL]

4. 4

   Send it to the owner

   A direct message to the person who owns the deal, not a busy channel where everyone sees it and nobody acts.

5. 5

   Test it with a fake deal

   Create a test deal that meets the rule, check the alert arrives with the right details, then delete the test deal (see test every handoff).

6. 6

   Close out the deals that keep alerting

   A deal that alerts three times is dead. Close it, with a real reason.

What good looks like

No deal sits quiet for more than a day without its owner knowing, and dead deals get closed instead of clogging the pipeline.

Mistakes to skip

• Alerts to a busy channel. Everyone sees them, so nobody acts.
• An alert with no link and no last touch. If acting takes five clicks, nobody does.
• Counting notes to yourself as activity.