Trigger: Deal With No Activity (Cold Deal)

The Deal With No Activity (Cold) trigger fires when an open deal has had zero recorded activity — notes, calls, stage changes, messages — for a set number of days. It's not a real-time event; it's fed by a scheduled sweep (crm:detect-stale-deals) that scans open deals periodically.

When to use it

• Nudge the assigned rep before a deal goes fully cold.
• Auto-reassign abandoned deals to a manager.
• Schedule a follow-up reminder in Team.

Requirements

The CRM module must be enabled. The base detection threshold is set workspace-wide; the trigger's filter only narrows down which days-inactive count to react to within that sweep.

Filters available

• Specific pipeline (optional).
• Days inactive (minimum): fine-tunes the trigger within the global threshold.

Variables available

• $trigger.deal_id, $trigger.title, $trigger.amount, $trigger.stage_name, $trigger.pipeline_id
• $trigger.days_inactive, $trigger.last_activity_at (empty if it never had any activity)
• $trigger.contact_id plus contact variables

How to build it

1. Go to Workflows → New workflow.
2. Drag a Trigger node → pick Deal With No Activity (Cold) (under CRM & records).
3. Set Days inactive (minimum) and, if needed, the pipeline.
4. Add an action, e.g. Notify team with $trigger.days_inactive.
5. Save and activate.

Example

Workflow "Cold deals": fires at 7 days minimum inactivity → Notify team (Sales space): ⏰ {{trigger.title}} ({{contact.display_name}}) has been idle for {{trigger.days_inactive}} days.

Tips

Pair it with a condition on $trigger.amount to prioritize large deals that are going cold.

Troubleshooting

If you see no runs, remember this trigger depends on a scheduled sweep — it isn't instant and can take up to a day to catch a cold deal.