Keep Deal Next Steps Up-to-Date

Keep Deal Next Steps Up-to-Date

When a deal’s next steps haven’t been updated in 14 days, automatically create a deal task.

When you haven’t tracked next steps, Apollo creates an alert and/or deal task to remind you to proactively re-engage your prospect.

This automation helps you maintain deal momentum, ensuring you stay on top of every opportunity and move deals forward efficiently.

Actions this workflow can automate:
  • Create deal task
  • Send notifications via Slack, email, or in Apollo

Workflows & Automations

Workflows & Automations template type icon
Ready to put this workflow into action?
All templates

Workflows & Automations

Sean O’Brien
Engage Prospects Who Open Your Email
Sean
O’Brien

Sales Manager,
FST Media

Sean O’Brien

AI Power-ups

Dahra Patel
Identify Pre-Construction Projects
Dahra
Patel

CEO,
Outer Realm

Dahra Patel

Workflows & Automations

Tasos Nikolaou
Spot Companies Hiring for Specific Roles
Tasos
Nikolaou

Growth Lead,
Cyzag

Tasos Nikolaou

AI Power-ups

Carol Olona
Summarize Product and Industry Insights
Carol
Olona

Chief of GTM,
LeadMinders

Carol Olona

AI Power-ups

René Cobar
Write an Email Based on Competitive Analysis
René
Cobar

Sr. Sales Development Manager,
Apollo

René Cobar