CRM
Dormant Account Re-Awakening Signal Watcher
Listens for a re-awakening signal (website visit or support ticket) from a dormant Salesforce account via webhook, re-scores it, and routes a hot-lead alert to the owner if it…
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: re-awakening signal receivedHTTP webhook
- ActionLook up account and confirm dormantSalesforce
- LogicRe-score with live signal boost
- LogicBranch: hot vs lukewarm
- OutputAlert owner in Slack and update SalesforceSlack
What it does
This workflow catches the moment a quiet account shows life again. An inbound webhook (from your site analytics or support tool) reports activity for an account; the workflow checks whether that account was dormant in Salesforce, recomputes its reactivation score with the fresh signal, and if it now ranks hot, alerts the owner immediately so they strike while interest is warm.
When to use it
Use it when timing matters more than batch lists — a sleeping account suddenly browsing pricing or filing a ticket is a buying signal you don't want to discover the next morning. Pairs well with cohort builders that run on a schedule.
How it works
- 1An inbound webhook delivers a re-awakening signal with an account identifier.
- 2Look up the account in Salesforce and confirm it was in a dormant state.
- 3A logic step re-scores reactivation priority, boosting for the live signal type.
- 4A branch decides: hot signals route to an owner alert; lukewarm ones just update the score field.
- 5Notify the account owner in Slack and stamp the new signal and score on the Salesforce account.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect SalesforceAccounts, opportunities, cases.
- 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.
More CRM workflows
Dormant Account Check-In Call Scheduler
On the anniversary of an account's last touch, books a tentative check-in call on the owner's Google Calendar and emails the contact a scheduling invite.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
AI-Personalized Dormant Account Win-Back
On a dormancy anniversary, an agent researches the account's history and recent public signals, drafts a genuinely personalized win-back email.
Backfill Intercom conversation topics onto stale HubSpot contacts
Finds HubSpot contacts with no recent Intercom topic, pulls their conversation history from Intercom, classifies the dominant topic with OpenAI.
Daily orphaned-opportunity sweep with manager Slack digest
Each morning this scans Salesforce for open opportunities owned by inactive users and posts a per-manager digest in Slack listing the orphaned deals that need a new owner.
Tag closed Intercom conversations onto Salesforce contacts in real time
On each Intercom conversation close, classifies the topic with OpenAI and appends it to the matching Salesforce contact's activity timeline so the topic never goes stale…
Run it inside a business
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.