Workflow Template

Overdue Deal Close Date Alert

Creates a high-priority task and sends a Slack notification to update the close date for deals with overdue close dates that are still open.

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Description

Creates a high-priority task and sends a Slack notification to update the close date for deals with a past close date that are not closed won or lost.

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Resets lead stage to "New" for previously disqualified leads with specific reasons when they submit a new form, with Telegram notification.

Sync Deal Associations

Alerts deal owners when deals lack associated contacts or companies, and automatically copies missing associations to ensure proper linking.

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