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Client Pulse Monitor - Salesforce + Outlook
Scans Salesforce for clients with no activity in 7+ days, drafts check-in emails via Outlook, and alerts your team on Slack.
Public 0 clones Published 5d ago
client-engagementconsultingcrm
What's included
1 Agent
Client Pulse Monitor
Monitor CRM for stale client engagements, draft check-in emails, and alert the team when clients go quiet.
0 8 * * 1-5 1 trigger Email
Integrations
Connect these services to get the most out of this blueprint.
1 Event Trigger
Triggers start paused. Activate them after connecting your integrations.
1 Email-Enabled Agent
Dedicated email addresses will be set up for these agents automatically.