Salesforce
New High-Value Lead Routing
Route new leads to your sales team the moment they appear in Salesforce.
Create Salesforce taskEmail alert
Salesforce
Stale Opportunity Alert
Prevent deals from going stale without anyone noticing. This automation checks your Salesforce opportunities daily and flags any that haven't moved to Closed Won but are past their expected close date. It creates a follow-up task for the rep and sends an email alert to management.
How it works
Three steps to automate
01
Connect your data source
Link your QuickBooks, Salesforce, HubSpot, or any supported platform. Brooked syncs the data to a Google Sheet automatically.
02
Set your trigger
Choose a condition — value thresholds, new rows, or let AI evaluate the data. Configure the check schedule: hourly, daily, or weekly.
03
Choose your actions
Pick what happens when the trigger fires: email alerts, Slack messages, Google Sheets logs, Salesforce tasks, QuickBooks invoices, and more.
Trigger
Condition match
Fires when rows in your connected data source match specific conditions you define — thresholds, status changes, date checks, and more.
Default condition
Stage is not "Closed Won" and Close Date is before today
Schedule
Once a day
Brooked checks your Salesforce data once a day. When the trigger condition is met, your configured actions fire automatically. You can adjust the frequency any time.
HourlyDailyWeekly
Actions
What happens when it fires
Every action runs automatically. Add or remove actions any time without rebuilding the automation.
Create Salesforce task
Create a follow-up task in Salesforce assigned to the record owner.
Email alert
Send an email summary to your team with the rows that triggered the automation.
Related
More automations
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Deal Closed Triggers Invoice
Automatically create a QuickBooks invoice when a Salesforce deal closes.
Create QuickBooks invoiceAdd Salesforce note
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Overdue Invoice Follow-up
Automatically follow up on invoices that are past due with an outstanding balance.
Send invoice reminderEmail alert
Get your spreadsheet hours back
Brooked sets up in seconds. Your team is querying live data before lunch.
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