Skip to content

Sales Follow-Up & Pipeline Nurture for Salesforce · Sales

Every quiet Salesforce opportunity gets its follow-up drafted

Each weekday it finds the open opportunities going quiet, ranks them by risk and value, and posts your top 10 with a stage-aware email draft to the primary contact in Slack.

Available now $79 one-time · never renewsIncluded in Enterprise
Get this agent See how it works

Free account to start. Buying and running live need a paid plan.

  • Runs on a schedule
  • 1 AI step
  • About 15 min to set up

Sound familiar?

The job, before and after this agent.

What it feels like today

  • “Opportunities sit untouched for weeks because reps don't have time to write the next follow-up.”
  • “Every morning starts with someone filtering list views to see who needs chasing.”
  • “Close dates slip past and nobody follows up until the forecast call.”

What you get with the agent

  • Up to 200 open opportunities with no activity for 7 days or a passed close date checked every weekday morning.
  • Ranked against your playbook by risk and amount, with your own stale rules respected.
  • A short, stage-aware follow-up draft for each of the top 10, greeting the primary contact, plus one next step.
  • Posted to your Slack sales channel; quiet days produce no post.
  • Drafts only: it never sends messages or changes opportunities.

Before

An owner realizes a $40k opportunity hasn't been touched in three weeks only when the VP asks about it on the forecast call.

After

Day 8 of silence, the opportunity tops the morning Slack digest with a draft that greets the champion by name. The owner tweaks it and sends before 9am.

How it works

The whole workflow, step by step.

Every weekday morning it queries Salesforce for up to 200 open opportunities with no activity for a week or a close date already passed. AI checks them against your playbook, ranks them by risk and value, and drafts a short follow-up email for each, matched to the stage and greeting the primary contact. The top 10, each with a next step and a draft, are posted to your sales channel in Slack for owners to personalize and send. It drafts only: it never sends messages or changes opportunities. For a data-cleanup list instead, see Salesforce Pipeline Hygiene.

  1. TriggerWeekdays at 8:00
  2. App callFind quiet opportunities in Salesforce
  3. LogicCheck the dates
  4. LogicAny deals to chase?
    • Deals to chase:Pick the deals going quiet and draft follow-ups
    • Nothing stale:Nothing to chase
  5. AI stepPick the deals going quiet and draft follow-ups
  6. App callPost today's follow-ups to Slack
  7. OutputFollow-ups posted
  8. OutputNothing to chase

This is the workflow that opens in your workspace when you set the agent up. Every step can be edited.

  1. Step 1Weekdays at 8:00Runs every weekday morning before the sales team starts. Set your time zone on the trigger.
  2. Step 2Find quiet opportunities in SalesforceReads up to 200 open opportunities with no activity for 7 days or a close date already passed, with their stage, amount, dates and primary contact.
  3. Step 3Check the datesIn code, not AI: for each opportunity, the days since its last activity (LastActivityDate, else LastModifiedDate) and whether its close date has passed, in your time zone; opportunities created in the last 2 days are left out. Change the 2 days here (olderThan).
  4. Step 4Any deals to chase?When at least one opportunity needs a follow-up, the AI drafts and the list goes to the sales channel; otherwise nothing is posted and no AI is used.
  5. Step 5Pick the deals going quiet and draft follow-upsAI ranks the flagged opportunities by value and risk and drafts a follow-up email for the top 10; the days quiet and passed close dates were worked out in code.
  6. Step 6Post today's follow-ups to SlackPosts the opportunities going quiet (how many counted in code), each with the next step and a draft email, to your sales channel.
  7. Step 7Follow-ups postedThe run history keeps the reviewed opportunities and drafts.
  8. Step 8Nothing to chaseEvery open opportunity had recent activity; the run history keeps the check.

Example run

What goes in, and what comes out.

Example with fictional data

Comes in

Weekday run: Acme Manufacturing expansion ($40,000, Negotiation), no activity for 9 days, primary contact is the plant manager.

The agent produces

Number 1 in today's digest. Why: late stage, high value, 9 days silent. Draft: a brief note to the plant manager offering to walk the procurement team through the revised terms, with two times. Next step: confirm the procurement contact.

What you need

Everything it takes to run it.

About 15 minutes from purchase to live. A checklist above the canvas takes you through each step.

Plan

Included in Enterprise; on other paid plans it's $79 once. Agents run live on paid plans, from Basic ($39/mo).

Your AI key

Connect any of 14 AI providers on your own key. Your provider bills usage directly, at cost; we add no markup.

Apps

Checklist

  • A paid plan (agents run live on paid plans).
  • An AI provider key (Settings → AI Providers).
  • Salesforce (with API access) and Slack, connected in Settings → Integrations.
  • Activities logged on opportunities (calls, emails, meetings), so “last activity” is meaningful.

Setup, about 15 minutes

  1. Connect your AI provider. The AI steps run on your own key (OpenAI, Anthropic, Google and more). Add one in Settings → AI Providers.
  2. Connect Salesforce. Connect your Salesforce org (Settings → Integrations → Salesforce). It needs API access (Enterprise edition or above).
  3. Connect Slack. Connect the Slack workspace your sales team uses (Settings → Integrations → Slack).
  4. Describe your sales playbook. Open “Pick the deals going quiet and draft follow-ups” and replace the placeholder with your offer, stages and follow-up rules.
  5. Pick your Salesforce org. Open “Find quiet opportunities in Salesforce” and pick your connected org.
  6. Pick the Slack account and sales channel. Open “Post today's follow-ups to Slack” and pick your account and channel. Invite the app to private channels first (/invite @Fluxo Flow).
  7. Test it with Dry Run. Press Dry Run: the agent runs on sample data with no messages sent and nothing written to your apps.
  8. Switch the trigger on. Open the trigger, set your time zone and switch the schedule on. It runs every weekday at 8:00.

Is it a fit?

Who it's for, and what it won't do.

Built for

  • B2B sales teams running opportunities in Salesforce
  • Sales managers who want a daily chase list
  • Account executives juggling many open deals

What it doesn't do

  • It drafts only and never sends: owners send the drafts themselves.
  • It doesn't change stages, create tasks or update anything in Salesforce.
  • It doesn't read email threads or activity details; drafts are based on the opportunity's fields and your playbook.
  • It reviews up to 200 flagged opportunities per run.
  • It's not a data-cleanup report (see Salesforce Pipeline Hygiene for missing fields).

We list the limits up front so you can decide before you buy.

Price

$79 one-time

Per workspace. It never renews.

Available now
  • Included at no extra cost on Enterprise.
  • Buying and running it live need a paid plan, from Basic ($39/mo).
  • Dry Run costs nothing: simulated AI and app calls, nothing sent.
  • AI usage is billed by your own provider, at cost. No AI credits to buy from us.
Get this agent See how it works

One-time agent purchases aren't covered by the 30-day money-back guarantee. Refund policy

FAQ

Questions about Sales Follow-Up & Pipeline Nurture for Salesforce.

Will it email prospects for us?

No. It drafts; owners personalize and send from their own inbox or Salesforce. It doesn't change stages or create tasks either.

How is this different from Salesforce Pipeline Hygiene?

Hygiene is a weekly data cleanup list for missing fields. This one is a daily list of customer follow-ups with a draft email for each.

What does it need?

Salesforce with API access and Slack, with activities logged on opportunities so last activity is meaningful. Setup takes about 15 minutes.

Is it worth the price?

One-time price, never renews. Compare it with reps writing every follow-up from scratch. Live runs need a paid plan and your own AI provider key; Dry Run is free.

Does it email prospects?

No. It drafts the follow-ups; owners personalize and send them from their own inbox or Salesforce.

Is this a subscription?

No. Sales Follow-Up & Pipeline Nurture for Salesforce is a one-time purchase of $79 per workspace and never renews. The Enterprise plan includes it at no extra cost. Running it live needs a paid plan (from Basic ($39/mo)), and your AI provider bills you directly for usage.

Can I test it before it touches real data?

Yes. Once it's set up in your workspace, Dry Run plays every step on sample data with simulated AI and app calls: nothing is sent and nothing in your apps changes. Switch the trigger on only when you're happy.

Put Sales Follow-Up & Pipeline Nurture for Salesforce to work.

Free account, no credit card. Your Agents page opens with Sales Follow-Up & Pipeline Nurture for Salesforce ready to buy and set up, then Dry Run it before it goes live.

Get this agent See how it works