1.Triggers on weekday schedule
Integrate Schedule by Zapier and scheduling tools to start the flow when weekday 08:00 arrives.
Post daily stalled pipeline deals to team channel
Automatically run weekday 08:00 pipeline checks across Schedule by Zapier, Salesforce, and Slack. Get daily deal reports when discovery stalls, proposal stalls, or owners need next stepsβso you can reduce manual reporting.
How this automation reports stalled deals faster
When stalled opportunities sit in early stages, you lose visibility and time to act. This automation monitors pipeline stalling and posts a structured stage report with totalsβso your team can respond quickly.
Schedule by Zapieror swap with your favorite app
2.Finds Discovery stalled opportunities
Integrate Salesforce and CRM reporting tools to find Discovery timeframe opportunities and map them to a Discovery section.
Salesforceor swap with your favorite app
3.Finds Proposal stalled opportunities
Integrate Salesforce and CRM reporting tools to find Proposal timeframe opportunities and map them to a Proposal section.
4.Posts stage report to team channel
Integrate Slack and team collaboration tools to post mapped stage lists, owner mentions, and summary counts for deals.
Slackor swap with your favorite app
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Sharpen pipeline visibility with automated stage tracking, dashboard updates, and forecast alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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