Send deal activity alerts and log to sheet
Send deal activity alerts and log to sheet
Your filtered CRM activities for flagged deals sit scattered, so owners miss context and managers lack a central audit trail. It captures each activity and alerts owners so follow-up happens same day.
Overview
Stop owners losing context on flagged deals — this flow turns filtered CRM activities into an immediately searchable log and emails the responsible owner. The result is faster follow-ups and same-day visibility for managers ahead of pipeline reviews.