Automatic follow-ups on stalled deals

Once a day the scenario finds deals with no movement, writes a personalized reminder for each and sends it by email or messenger — and updates the CRM record.

  • Finds stalled deals itself
  • A personalized text for each
  • Email or messenger — your choice
  • CRM updates automatically
Set it up for yourselfScriptera

How it works

To get HighLevel notifications in Gmail, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Daily Follow-up Scan Trigger
  2. Then: Set Inactivity Cutoff Window
  3. Then: Fetch Active Deals from Zoho CRM
  4. Then: Evaluate Follow-up Eligibility
  5. Check: Is Follow-up Due?
  6. If yes: Generate Personalized Follow-up (AI)
  7. Then: Decision Engine
  8. Check: Channel Routing
  9. If yes: Send follow-up email
  10. Then: Create CRM Follow-up Task
  11. Then: Update Deal Follow-up Status
  12. If no: Send Slack follow-up
  13. If no: Send WhatsApp Follow-up
  14. Then: AI Model (Gemini)
  15. Then: Parse AI Response (Structured JSON)

You can launch this HighLevel + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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