CRM
Reopen Closed-Lost Deals on New Funding Signals
Watches the web for funding, acquisition, or expansion news at companies you previously lost.
How it runs
The automated pipeline, trigger to output.
- TriggerNightly schedule fires
- ActionPull closed-lost opportunities + domainsSalesforce
- ActionSearch web for funding/M&A signalsExa
- LogicScore relevance and recency, drop weak signals
- ActionClone deal to new open opportunity with contextSalesforce
- OutputAlert original rep in Slack with openerSlack
What it does
Monitors public signals (funding rounds, acquisitions, leadership changes, new office openings) for accounts where you have a closed-lost opportunity, and turns a relevant signal into a reopened deal with a ready-to-send context packet.
When to use it
Use it when budget was the stated loss reason and a funding event likely changes that. Ideal for AEs sitting on a graveyard of "no budget" or "bad timing" losses who want the system to tell them exactly when to re-engage.
How it works
- 1A nightly schedule pulls all closed-lost opportunities from Salesforce with their account domains and original loss reasons.
- 2For each account, an Exa search looks for funding, M&A, or expansion news published in the last 30 days.
- 3A logic filter scores each hit for relevance and recency, dropping accounts with no material signal.
- 4For qualifying accounts, the deal is cloned to a new open opportunity in Salesforce, stamped with the trigger event and a generated re-engagement angle.
- 5A Slack message goes to the original opportunity owner with the signal, the old loss reason, and a suggested opener so they can act the same day.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect ExaNeural search across the web.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.