CRM
Reassign a departed rep's open pipeline by territory
When a Salesforce user is deactivated, this finds all of their open opportunities and reassigns each one to the active rep who owns its territory, then logs the moves.
How it runs
The automated pipeline, trigger to output.
- TriggerSalesforce User deactivated (IsActive = false)Salesforce
- ActionQuery open opportunities owned by that userSalesforce
- LogicGroup opportunities by territory
- ActionResolve active rep per territorySalesforce
- ActionUpdate OwnerId on each opportunitySalesforce
- OutputLog reassignment summary to SalesforceSalesforce
What it does
Detects when a Salesforce user record flips to inactive and immediately rehomes every open opportunity they owned. Each deal is routed to the active rep mapped to its territory, so pipeline never sits ownerless when someone leaves.
When to use it
Run this the moment a sales rep is offboarded — a resignation, a termination, or a role change that revokes Salesforce access. It closes the window where deals would otherwise stall with no owner and no follow-up.
How it works
- 1A Salesforce trigger fires when a User record's IsActive field changes to false.
- 2The flow queries all Opportunities owned by that user where StageName is not Closed.
- 3A logic step groups the opportunities by territory or region field.
- 4For each group it looks up the active rep assigned to that territory from a Salesforce ownership table.
- 5An action step updates OwnerId on each opportunity to the new rep.
- 6A final action writes a reassignment summary row to Salesforce (or a chatter post) recording old owner, new owner, and deal count for the audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More CRM workflows
Spin up a Monday handoff board for a departing rep's deals
When a rep is deactivated in Salesforce, this creates a Monday.com board with one item per open opportunity so the manager can manually triage and assign each handoff.
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.
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.
Escalate opportunities still owned by an inactive rep after grace period
Checks daily for open opportunities that have stayed with an inactive owner past a grace window and escalates each to the regional director by email and Slack with deal context.
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.
Weekly Dormant-Anniversary Cohort Digest
Every week, groups dormant Attio accounts by which last-touch anniversary they hit that week, builds a prioritized digest.
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.