Workflows Recipes / Revive closed-lost deals

Closed-lost rarely means closed-forever. Priorities shift, decision makers change, budgets reopen. The deal you lost ninety days ago might be the deal you win today. The hard part is remembering to come back at the right moment with the right message.

This recipe catches every closed-lost deal, waits ninety days for the situation to change, and re-engages the lead with a sequence chosen specifically for why the deal was lost the first time around.

• Trigger: Account updated (or Contact updated, depending on where deal status lives)
• Delay: Workflow waits ninety days
• Paths: Routes the lead based on the close-lost reason
• Each path: Adds the contact to a re-engagement sequence tailored to that reason

This recipe is built from scratch. Open Workflows, click New workflow, and start with a blank canvas.

1. Add a trigger and select Account updated (or Contact updated if deal status lives on the contact). Add a CRM filter on your deal status field, set to the value your team uses for closed-lost.
2. Add a Delay block and set it to ninety days, or whatever window matches your sales cycle.
3. Add a Paths block. Create a path for each close-lost reason you want to handle differently (for example, lost on price, lost on timing, lost to a competitor). Add a CRM filter to each path that matches the reason.
4. Under each path, add an Add contacts to sequence action. Pick the sequence built for that close reason.
5. Hit Launch.