Keep Deal Next Steps Clear and Updated

Academy

Templates

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

Ready to put this workflow into action?

All templates

Workflows & Automations

Ask Happy Customers for Referrals

BY APOLLO.IO

Workflows & Automations

Ask Happy Customers for Reviews

BY APOLLO.IO

AI Research

Assign as B2B or B2C

BY APOLLO.IO

AI Research

Assign as SaaS or non-SaaS

BY APOLLO.IO

Workflows & Automations

Automatically Hit No-Shows

BY APOLLO.IO

Workflows & Automations

Call When Email is Opened or Clicked

BY APOLLO.IO

Sequences

Congratulate on New Role

BY APOLLO.IO

Workflows & Automations

Congratulate Recently Promoted Contacts

BY APOLLO.IO

Sequences

Conversation Starter Cold Calling Script

By Nick Ross, Senior SDR Manager at Klue

Sequences

Convert Inbound Leads

BY APOLLO.IO

Workflows & Automations

Create Deal When Contact Is Interested

BY APOLLO.IO

Workflows & Automations

Create Deals From Booked Meetings

BY APOLLO.IO

Conversations

Demo Call Scorecard

BY APOLLO.IO

Conversations

Discovery Call Scorecard

BY APOLLO.IO

Workflows & Automations

End Sequence for Outdated Contacts

BY APOLLO.IO

Workflows & Automations

Engage Prospects Who Open Your Email

Sean
O’Brien

Sales Manager,
FST Media

Workflows & Automations

Engage Your Product's Users

BY APOLLO.IO

Sequences

Find the Right Contact

BY APOLLO.IO

Workflows & Automations

Follow up on Deals Showing No Progress

BY APOLLO.IO

Workflows & Automations

Follow Up On No-Show Meetings

BY APOLLO.IO

AI Research

Generate an Opening Line from Professional Posts

BY APOLLO.IO

AI Research

Generate Personalized Email

BY. APOLLO.IO

Workflows & Automations

Get Ahead of Renewals

BY APOLLO.IO

Pre-meeting insights

Get overview on meeting attendees

BY APOLLO.IO

Workflows & Automations

Hit Companies That Are Scaling

BY APOLLO.IO

Workflows & Automations

Hit Form-Abandoners

BY APOLLO.IO

Workflows & Automations

Hit New Hires

BY APOLLO.IO

Workflows & Automations

Hit Recently Funded Companies

BY APOLLO.IO

AI Research

Identify Competitors

BY APOLLO.IO

Pre-meeting insights

Identify decision-makers in this meeting

BY APOLLO.IO

AI Research

Identify Likely-to-Engage Contacts

BY APOLLO.IO

AI Research

Identify Pre-Construction Projects

Dhara
Patel

CEO,
Outer Realm

AI Research

Identify Who Your Target Company Sells To

BY APOLLO.IO

Workflows & Automations

Instantly Hit New Inbounds

BY APOLLO.IO

AI Research

Know if a Company had Executive Changes

BY APOLLO.IO

Pre-meeting insights

Learn about company priorities

BY APOLLO.IO

AI Research

Learn Company Priorities

BY APOLLO.IO

Sequences

Re-Book Meeting No Shows

BY APOLLO.IO

Workflows & Automations

Reach out to High-Value Signups

BY APOLLO.IO

Sequences

Reach Website Visitors

BY APOLLO.IO

Workflows & Automations

Replace Bounces With New Contacts

BY APOLLO.IO

AI Research

Reveal Company Pain Points

BY APOLLO.IO

Workflows & Automations

Spot Companies Hiring for Specific Roles

Tasos
Nikolaou

Growth Lead,
Cyzag

AI Research

Summarize Company News

BY APOLLO.IO

AI Research

Summarize Contact’s Professional Background

BY APOLLO.IO

Pre-meeting insights

Summarize key company information

BY APOLLO.IO

Pre-meeting insights

Summarize objections from past meetings

BY APOLLO.IO

AI Research

Summarize Product and Industry Insights

Carol
Olona

Chief of GTM,
LeadMinders

AI Research

Summarize Professional Posts

BY APOLLO.IO

AI Research

Summarize Relevant Job Postings

BY APOLLO.IO

Workflows & Automations

Sync Contact & Account Stages

BY APOLLO.IO

Workflows & Automations

Sync Deal & Account Stages

BY APOLLO.IO

Sequences

Tailor Messaging to Role

BY APOLLO.IO

Sequences

Target Former Champions

BY APOLLO.IO

Sequences

Target High Intent Prospects

BY APOLLO.IO

Workflows & Automations

Target Inbound Demo Requests Using Conditional Logic

BY APOLLO.IO

Workflows & Automations

Target Leads Based on Software or Products They Use

BY APOLLO.IO

Workflows & Automations

Target People Researching Your Category Using Conditional Logic

BY APOLLO.IO

Workflows & Automations

Target Website Visitors Using Conditional Logic

BY APOLLO.IO

Sequences

The Quick Pitch Cold Calling Script

By Anthony Balestras, Business Development at BQE

Workflows & Automations

Upsell When Users Hit a Limit

BY APOLLO.IO

Pre-meeting insights

View meeting history with this company

BY APOLLO.IO

Pre-meeting insights

View next steps from last meeting

BY APOLLO.IO

Sequences

VIPs & C-Suite Cold Calling Script

By James O'Sullivan, Apollo Academy Instructor at Apollo.io

Sequences

Win Customers From Competitors

BY APOLLO.IO

Workflows & Automations

Winback Churned Customers

BY APOLLO.IO

Workflows & Automations

Work Companies Researching Your Category

BY APOLLO.IO

Workflows & Automations

Work Leads Who Went Cold

BY APOLLO.IO

Workflows & Automations

Work New Leads at Target Accounts

BY APOLLO.IO

AI Research

Write an Email Based on Competitive Analysis

René
Cobar

Sr. Sales Development Manager,
Apollo

How to Make Cold Calls in Apollo

Free Training on Cold Emails That Get More Replies

How to Use AI Research to Accelerate Prospecting

How to Use Workflows to Automate Your Sales Process

How to Make Cold Calls in Apollo

Free Training on Cold Emails That Get More Replies

How to Use AI Research to Accelerate Prospecting

How to Use Workflows to Automate Your Sales Process

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.

Actions this workflow can automate:

Ready to put this workflow into action?

All templates

Ask Happy Customers for Referrals

Ask Happy Customers for Reviews

Assign as B2B or B2C

Assign as SaaS or non-SaaS

Automatically Hit No-Shows

Call When Email is Opened or Clicked

Congratulate on New Role

Congratulate Recently Promoted Contacts

Conversation Starter Cold Calling Script

Convert Inbound Leads

Create Deal When Contact Is Interested

Create Deals From Booked Meetings

Demo Call Scorecard

Discovery Call Scorecard

End Sequence for Outdated Contacts

Engage Prospects Who Open Your Email

SeanO’Brien

Engage Your Product's Users

Find the Right Contact

Follow up on Deals Showing No Progress

Follow Up On No-Show Meetings

Generate an Opening Line from Professional Posts

Generate Personalized Email

Get Ahead of Renewals

Get overview on meeting attendees

Hit Companies That Are Scaling

Hit Form-Abandoners

Hit New Hires

Hit Recently Funded Companies

Identify Competitors

Identify decision-makers in this meeting

Identify Likely-to-Engage Contacts

Identify Pre-Construction Projects

DharaPatel

Identify Who Your Target Company Sells To

Instantly Hit New Inbounds

Know if a Company had Executive Changes

Learn about company priorities

Learn Company Priorities

Re-Book Meeting No Shows

Reach out to High-Value Signups

Reach Website Visitors

Replace Bounces With New Contacts

Reveal Company Pain Points

Spot Companies Hiring for Specific Roles

TasosNikolaou

Summarize Company News

Summarize Contact’s Professional Background

Summarize key company information

Summarize objections from past meetings

Summarize Product and Industry Insights

CarolOlona

Summarize Professional Posts

Summarize Relevant Job Postings

Sync Contact & Account Stages

Sync Deal & Account Stages

Tailor Messaging to Role

Target Former Champions

Target High Intent Prospects

Target Inbound Demo Requests Using Conditional Logic

Target Leads Based on Software or Products They Use

Target People Researching Your Category Using Conditional Logic

Target Website Visitors Using Conditional Logic

The Quick Pitch Cold Calling Script

Upsell When Users Hit a Limit

View meeting history with this company

View next steps from last meeting

Sean
O’Brien

Dhara
Patel

Tasos
Nikolaou

Carol
Olona

René
Cobar