Loading Solutions...
Your No-code and AI Automation PartnerGet Real-Time Updates with Salesforce
Ensure seamless communication by automating deal stage updates in Salesforce. Notify your team via Slack and alert managers with SMS for high-priority deals using Make.
When a Deal Stage Changes
1. Trigger on Deal Stage Change
Detect any change in deal stages in Salesforce.
Filter Specific Deal Stage Changes
2. Filter Deal Stage Changes
Identify relevant changes in deal stages.
Send Notification to Slack Channel
3. Notify Team in Slack
Alert team members of deal stage updates.
Send SMS Alert to Managers
4. Notify Managers via SMS
Inform managers about high-priority deal updates.
- Repeat -
Automation Benefits
Benefits of Automation
Leverage automation to optimize your sales processes and achieve better outcomes.
Instant Team Awareness
Keep all team members informed of deal changes immediately.
Reduced Miscommunication
Prevent miscommunication with automated updates.
Priority Alerts for Managers
Managers stay informed of critical deal updates via SMS.
Streamlined Communication
Efficiently communicate updates to the entire team.
Improved Sales Efficiency
Enhance sales cycle with faster response to deal changes.
Seamless Integration
Integrate with existing tools for a smooth workflow.
Features
Key Features
Explore the standout features of this automation solution designed to improve sales team communication and efficiency.
- 1Real-Time Slack Notifications
Ensure team members receive instant updates in Slack.
- 2Priority SMS Alerts
Send SMS notifications for high-priority deals.
- 3Efficient Communication Flow
Reduce miscommunication with seamless updates.
Outcomes
Expected Outcomes
Implementing this automation leads to significant improvements in sales communication and efficiency.
30%
Faster Response Times
50%
Improved Team Communication
40%
Enhanced Sales Cycle Efficiency
More Automation Use Cases
Potential Automations for Your Business
Explore what processes can be automated in your HVAC company. Start increasing revenue and growing business from today.
Scale your impact with custom Chat Bots
Book appointments for your customers instantly - based on free slots in your CRM or employee availability. Classify leads before bookings, eliminating unqualified requests - no more wasted time.
Ellie (AI Assistant)
Ask me anything and watch how I respond.
Smart Email AI assistants for your Inbox
From automatic email responses - to scheduling appointments with customers. No manual work, just AI handles your scheduling. Respond to your client emails promptly - based on previous response history, using your writing style.
Put your internal knowledge to work with RAG AI
RAG Automation (Retrieval-Augmented Generation) lets AI pull real answers from your documents, databases, or wikis - so you get accurate, context-aware responses every time. Perfect for support, onboarding, knowledge sharing, and internal Q&A.
FAQ
Frequently Asked Questions
Answers to common questions about this automation solution.
We Might Have Solved Your Problems Already
Explore Similar Automations
See how you can improve your work process even more by leveraging AI and Automation.
Pricing Plans
Our pricing plans
Choose a plan that's suitable for your needs.
One-Time
One-time Fee
Pay once for build out.
Custom project build (template / blueprint)
You choose platform (n8n, Zapier or Make)
Follows your requirements
Integrates with your systems
Paid after build maintenance
No recurring charges monthly
Build Fee + Maintenance Fee
from 300$/month
Pay for build + lower recurring maintenance fee.
Custom project build
We choose best platform
Follows your requirements
Integrates with your systems
Maintenance, priority email / Slack support
Monthly recurring charges, 3+ months contract
Recurring
from $600/month
Use our pre-built solution with no changes.
Existing solution access (no source code)
No platform selection
Integrates as described / documented
Integrates with specific systems and software
Maintenance, priority email / Slack support
Monthly recurring, 3+ months contract required
Ready to Move Forward?
Join the automation strategy call
You will get guidance what tools to use for your automation idea.
And high level overview how the process would look like from technical perspective.