Create day 18 call activity for deals in filter

Your deals in a CRM filter miss day‑18 follow‑ups, causing missed calls and stalled pipeline movement. It creates standardized call activities so reps get assigned tasks before the next outreach window.

Workflow preview:

Zap details:

Overview

When deals match your chosen CRM filter, this flow guarantees a prescriptive Day 18 call task is created and assigned automatically. That keeps reps focused with the right next action visible ahead of the next outreach window, reducing missed follow-ups.