Demand gen manager: catch re-engagement from old contacts

Demand generation managers lose momentum when Intro Calls from contacts with stale CRM records go unflagged. This workflow alerts sales so reps can re-engage and assign follow-up quickly.

Overview

Demand gen managers risk losing pipeline momentum when stale contacts surface as meetings. This workflow routes Intro Calls from older CRM records to the sales channel and creates follow-up tasks so reps can re-engage quickly. The result is faster response times and far fewer missed re-engagements.

Notable Features

Flag intro calls from stale contacts
Notify sales channel with context
Create follow-up task for reps