Your pipeline health, at a glance
Your agent reads Salesforce, flags stale deals, and sends a health report to Slack every Monday.
Monday morning standup. Your VP asks: “How’s the pipeline looking?”
You open Salesforce. You click into pipeline view. You scroll. You sort by last activity. You mentally flag the deals that haven’t moved. You cross-check notes from last week. You try to remember which contact went quiet.
Twenty minutes later, you have a rough answer. It’s already out of date by the time you share it.
“Every Monday at 8am, pull all active deals from Salesforce. Show pipeline value by stage, deals that haven’t moved stages in 2+ weeks, and contacts we haven’t emailed in 30 days. Flag anything at risk and tell me why. Post it to #sales in Slack.”
- Connects to your CRM — reads deal stages, contact activity, notes, and history from Salesforce or HubSpot. No manual export, no CSV wrangling
- Identifies stale deals — any deal sitting in the same stage too long gets flagged, with context on last activity and days since contact
- Spots accounts going dark — cross-references email activity with CRM contacts. If a key stakeholder hasn’t been reached in 30 days, you know before it’s too late
- Delivers a report you can act on — posted to Slack, not buried in a spreadsheet. A prioritized list: which deals need attention today, which are on track, which are at risk and why
How you build it
Three steps, no CRM admin skills required. Most sales teams ship their first agent in under an hour.
- 1
Describe your pipeline review in plain English
Tell EntryDesk what matters to your sales process — deal stages, activity thresholds, risk signals. No code. No formulas.
- 2
Connect your CRM
Pick Salesforce or HubSpot from the connector library. One-time auth. Your agent gets read access to pipeline data, nothing more.
- 3
Set it live
Your agent runs on your schedule — every Monday, every morning, on demand. Want to add win/loss analysis? Just tell it. Refine anytime by talking to it.
Sales managers, revenue ops, founders doing their own selling — anyone who needs a pipeline health check without spending 20 minutes scrolling through CRM. No SQL. No dashboards to build.