CRM
Flag single-threaded deals from Zoom call attendees
After each Zoom sales call, compares who actually attended against the opportunity's contact roles in Salesforce and posts a Slack alert when a deal has only one buyer-side…
How it runs
The automated pipeline, trigger to output.
- TriggerZoom recording completedZoom
- LogicSplit internal vs customer attendees
- ActionMatch Salesforce opportunity by domainSalesforce
- LogicCount distinct customer-side contacts
- ActionWrite single-threaded flag to opportunitySalesforce
- OutputAlert deal owner in SlackSlack
What it does
Every completed Zoom recording is parsed for its participant list, matched to a Salesforce opportunity, and scored for buying-committee breadth. If only one person from the customer domain has ever joined a call on that deal, the deal is tagged single-threaded and the owner is alerted before it stalls.
When to use it
Run this when your pipeline keeps slipping at late stages because reps build rapport with one champion and never reach economic buyers or other stakeholders. It surfaces concentration risk while there's still time to multi-thread.
How it works
- 1A Zoom recording-completed event fires the workflow with the meeting and participant payload.
- 2The flow extracts attendee emails and splits internal (your domain) from customer-side participants.
- 3It looks up the matching Salesforce opportunity by the meeting host and invitee domain.
- 4A branch counts distinct customer-side contacts across all logged calls on that opportunity.
- 5If the count is exactly one, it writes a single-threaded flag and risk note to the opportunity.
- 6A Slack message goes to the deal owner with the lone contact and a prompt to multi-thread.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 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.
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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.
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