SALES
Stalled-Deal Revival Loom on Salesforce Stage Inactivity
Daily, finds Salesforce opportunities stuck in stage for over 14 days, generates a fresh use-case Loom recap, and emails it to the contact to restart the conversation.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery Salesforce for stalled opportunitiesSalesforce
- LogicFilter out closed-lost and scheduled deals
- ActionGenerate Loom recap per stalled dealLoom
- ActionLog Loom activity on the opportunitySalesforce
- OutputEmail revival walkthrough to the contactGmail
What it does
Automatically re-engages deals that have gone quiet. Each day it scans your pipeline for opportunities sitting too long in a stage, records a short personalized Loom that recaps the value and addresses the prospect's known objection, then emails it to revive the thread.
When to use it
Use it when reps let mid-funnel deals stall and you want a no-touch nudge that feels human. Best for teams with longer sales cycles where deals frequently lose momentum after the first demo.
How it works
- 1A scheduled run triggers each morning.
- 2Salesforce is queried for open opportunities with no stage change in 14+ days.
- 3A filter drops deals already marked closed-lost or with a future-dated next step.
- 4For each qualifying deal, a Loom recap is generated referencing the deal's use case and last-known objection field.
- 5The Loom link is logged as a Salesforce activity on the opportunity.
- 6A Gmail re-engagement email delivers the walkthrough to the primary contact.
Set it up
What you configure once, before turning it on.
- 1Connect SalesforceAccounts, opportunities, cases.
- 2Connect LoomVideo transcripts, libraries.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.