Automations → A lead untouched for 7 days → an alert to the salesperson, not the client
A lead untouched for 7 days → an alert to the salesperson, not the client
Every morning, each open lead not updated for a week surfaces in one list: name, source, owner, days quiet. The lead gets nothing — the owner does.
The problem
A warm lead goes cold within days. It does not vanish from the sheet, it just stops moving: a first call, "I will get back to you", and silence. Two weeks later they bought from someone else.
What happens when it runs
- Schedule: every day 08:30
- Read the leads sheet: status open, last update more than 7 days ago
- Aggregate into one list: lead · source · owner · days without movement
- A Telegram message to the salesperson (or the team group) — the lead gets nothing
The tools inside
- Make — the automation engine · Sign up (one month of Core free) →affiliate link
- Google Sheets — log and lists
- Telegram — alerts
Before you start
Three things to have ready before importing, or Make will ask and you will have to leave halfway:
- The leads spreadsheet id
- The number of days (default 7)
- Chat ID
Sheet templates
The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.
- Leads pipeline ·
timestamp | name | phone | email | source | status | owner | last_updateDownload ↓
How to import (2 minutes)
- In Make: Scenarios → Create a new scenario
- At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
- Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
- Replace every value in double curly braces ({{…}}) with your own from the list above
- Run once with a test row in the sheet. Only when it passes — Schedule and ON
The video
Watch on YouTube → · Subscribe to BuilderStack · Telegram channel
What does not work in it
- Everything leans on the "last update" column. If salespeople do not touch it after a call, an active lead looks stuck. Let the sheet stamp it on edit (a formula or an on-edit script) — or accept the noise.
- The list goes to one chat. If each salesperson should see only their own, add a filter by owner and a Chat ID per person.
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