Stale CRM Deal Review
Find negotiation-stage deals with no recent activity and draft follow-ups.
Sales teams run this recipe daily to prevent pipeline decay. CRM MCP identifies stale opportunities; Email MCP drafts personalized follow-ups for rep review.
Steps
- Connect CRM MCP to HubSpot or Salesforce.
- Query deals in late stages with no activity in 14+ days.
- Rank by deal value and close date.
- Draft follow-up emails for the top 10 deals.
- Create CRM tasks for reps to send approved messages.
Prompt
Using MCP360 CRM MCP, list all open deals in Proposal or Negotiation stage with no logged activity in the last 14 days. Sort by amount descending. For the top 10, draft a concise follow-up email referencing the last known interaction. Create a CRM task for each deal due next business day.