CRM - Triggering Flows on Lost Opportunities

Losing an opportunity in the sales funnel does not mean the end of the relationship with the customer — on the contrary, it can be the starting point for strategic actions that reactivate this contact at the right time. Automating this process is essential to ensure agility, consistency, and maximum use of sales history.

💡 In this video, you will learn how to create a simple and effective automation: whenever an opportunity is marked as "Lost", a flow will be automatically triggered, allowing you to send targeted communications, nurture this lead, or even regain their interest later.

It is a smart way to keep your funnel active and your conversion chances always alive. Check out the tutorial below: