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SalesforceHubSpotSlack

Deal Risk Detection & Alerts

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Created by

ElasticFlow Team

Verified Creator

Last update

Last updated 2 weeks ago
Featured Workflow

Setup time

10 minutes

SalesRisk Management

What You Get

Reduce deal slippage by 25%

Intervene proactively to save at-risk deals

Improve forecast accuracy and reliability

Integrations Used

Salesforce

Salesforce

CRM

HubSpot

HubSpot

CRM

Slack

Slack

Communication

SalesRisk ManagementPredict deal outcomes

Deal Risk Detection & Alerts

Get real-time alerts when deals show signs of risk so you can intervene before it's too late.

The Problem

What you're dealing with

  • Deals getting stuck in the pipeline

  • Missed opportunities due to undetected risks

  • Inaccurate sales forecasts

  • Lost revenue

The Solution

How we fix it

  • Real-time identification of deal risks

  • Proactive intervention to prevent deal loss

  • Improved win rates and revenue predictability

  • Data-driven deal management

Deal Risk Detection & Alerts

Get real-time alerts when deals show signs of risk so you can intervene before it's too late.

Risk ManagementSales
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What You'll Get

Reduce deal slippage by 25%

Intervene proactively to save at-risk deals

Improve forecast accuracy and reliability

Close more deals by addressing risks early

Customize to Your Needs

This workflow is fully customizable to match your specific business needs:

  • Add or remove integrations - Connect any tools from our marketplace to extend functionality

  • Adjust logic and conditions - Modify triggers, filters, and branching logic to fit your processes

  • Map custom fields - Define how data flows between your tools with our visual field mapper

  • Set up notifications - Get alerts when workflows complete, fail, or need attention

How to Set Up

Get started in 10 minutes with these simple steps

1

Connect CRM

SalesforceSalesforce

Authorize Salesforce or HubSpot to access deal data

2

Configure Risk Signals

Define the indicators of risk for deals (e.g., inactivity, negative sentiment)

3

Set Up Alerts

SlackSlack

Configure Slack notifications for high-risk deals, specifying recipients

4

Activate Workflow

Turn on the workflow and start receiving deal risk alerts

Need Help or Want to Customize This?

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