Recipe No. 34 · Lead management
Proposal follow-up nudge
Remind yourself to follow up 3 days after sending a proposal if the deal hasn't moved.
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Delay For
- Step 3CRM 'Find Deal' to re-check stage
- Step 4Create a CRM task or Slack DM
- Step 5Test with dummy data, then turn it on and…
Ingredients
- CRM (Pipedrive/HubSpot)
- Zapier
- Slack or email
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: deal moved to 'Proposal sent' stage.
- Delay For: 3 days.
- CRM 'Find Deal' to re-check stage; Filter: still 'Proposal sent'.
- Create a CRM task or Slack DM: 'Follow up with {client}'.
- Test with dummy data, then turn it on and review results for the first week.