Automation

Automate the admin. Focus on selling.

Trigger task creation, Slack alerts, deal assignments, and email follow-ups automatically — no code needed.

Set up once and let DealFlow handle the repetitive work. From lead assignment to follow-up reminders, every automation runs in the background so your team never has to remember.

app.dealflowcrm.com

When Deal added to Lead stage Then Assign to sales rep

When Deal moved to Closed Won Then Send Slack alert to #sales

When Deal moved to Proposal Then Create follow-up task in 2 days

When No activity for 14 days Then Send reminder email to owner

No-code builder

Build automations with a simple When/Then interface. No code, no IT ticket, no waiting.

Stage triggers

Trigger actions when deals move between stages — tasks, alerts, assignments, emails.

Slack & email alerts

Notify your team in Slack or via email when a deal hits a key milestone.

Multi-step workflows

Chain automations together to handle complex sequences without lifting a finger.

Set it once. Run forever.

No-code automation builder
Deal stage change triggers
Time-based triggers (e.g. 14 days no activity)
Auto task creation
Auto deal assignment
Slack message automation
Email alert automation
Lead capture from web forms
Zapier integration (9,000+ apps)
Automation activity log