- AI-Agent
- Ready to Run
Notify Deal Owners
Email deal owners when rejected proposals need revision
Use this Agent instantly or customize it - no programming needed
- Proposal rejectionProposal rejection
Your proposal's status change starts this run and identifies the rejected document.
- Proposal detailsProposal details
Your proposal details show its creator, link, and linked deal ID.
- Deal ownerDeal owner
Your linked deal identifies the account executive and their email address.
- Revision ownership ruleRevision ownership rule
Your chosen rule assigns revisions to the deal owner when someone else created the proposal.
Your proposal approval tool reports rejections and provides the proposal details needed to find the deal owner.
Your sales system identifies who owns the linked deal and where to email them.
- Missing owner flagMissing owner flag
Your sales manager gets the document ID when the linked deal or owner email is missing.
- Rejection emailRejection email
Your deal owner receives the proposal link and a request to revise it before resubmission.
Your email tool sends the deal owner a rejection email with the proposal link and revision request.
This Agent watches for a linked proposal rejection. It compares the deal owner with the creator under your rule. When they differ, it emails the owner a link and request to revise.
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GmailUsed as:
- Email tool
Gmail sends the deal owner a rejection email with the proposal link and revision request.
Microsoft OutlookUsed as:
- Email tool
Microsoft Outlook sends the deal owner a rejection email with the proposal link and revision request.
LeadConnectorUsed as:
- Proposal approval tool
LeadConnector reports rejections and provides the proposal details needed to find the deal owner.
SalesforceUsed as:
- Sales system
Salesforce identifies who owns the linked deal and where to email them.
monday.comUsed as:
- Proposal approval tool
monday.com reports rejections and provides the proposal details needed to find the deal owner.
- Sales system
monday.com identifies who owns the linked deal and where to email them.
ZoomUsed as:
- Sales system
Zoom identifies who owns the linked deal and where to email them.
- Email tool
Zoom sends the deal owner a rejection email with the proposal link and revision request.
BrevoUsed as:
- Email tool
Brevo sends the deal owner a rejection email with the proposal link and revision request.
CloseUsed as:
- Sales system
Close identifies who owns the linked deal and where to email them.
Microsoft Office 365Used as:
- Email tool
Microsoft Office 365 sends the deal owner a rejection email with the proposal link and revision request.
ClickSend SMSUsed as:
- Email tool
ClickSend SMS sends the deal owner a rejection email with the proposal link and revision request.
KeapUsed as:
- Email tool
Keap sends the deal owner a rejection email with the proposal link and revision request.
ApolloUsed as:
- Sales system
Apollo identifies who owns the linked deal and where to email them.
SendGridUsed as:
- Email tool
SendGrid sends the deal owner a rejection email with the proposal link and revision request.
Zoho MailUsed as:
- Email tool
Zoho Mail sends the deal owner a rejection email with the proposal link and revision request.
ServiceM8Used as:
- Email tool
ServiceM8 sends the deal owner a rejection email with the proposal link and revision request.
Campaign MonitorUsed as:
- Email tool
Campaign Monitor sends the deal owner a rejection email with the proposal link and revision request.
Microsoft Dynamics 365 CRMUsed as:
- Proposal approval tool
Microsoft Dynamics 365 CRM reports rejections and provides the proposal details needed to find the deal owner.
GetResponseUsed as:
- Email tool
GetResponse sends the deal owner a rejection email with the proposal link and revision request.
MailgunUsed as:
- Email tool
Mailgun sends the deal owner a rejection email with the proposal link and revision request.
MailjetUsed as:
- Email tool
Mailjet sends the deal owner a rejection email with the proposal link and revision request.
StreakUsed as:
- Sales system
Streak identifies who owns the linked deal and where to email them.
lemlistUsed as:
- Email tool
lemlist sends the deal owner a rejection email with the proposal link and revision request.
OneSignalUsed as:
- Email tool
OneSignal sends the deal owner a rejection email with the proposal link and revision request.
SuperchatUsed as:
- Email tool
Superchat sends the deal owner a rejection email with the proposal link and revision request.
Capsule CRMUsed as:
- Sales system
Capsule CRM identifies who owns the linked deal and where to email them.
ActiveCampaign PostmarkUsed as:
- Email tool
ActiveCampaign Postmark sends the deal owner a rejection email with the proposal link and revision request.
Mailchimp TransactionalUsed as:
- Email tool
Mailchimp Transactional sends the deal owner a rejection email with the proposal link and revision request.
Microsoft ExchangeUsed as:
- Email tool
Microsoft Exchange sends the deal owner a rejection email with the proposal link and revision request.
SenderUsed as:
- Email tool
Sender sends the deal owner a rejection email with the proposal link and revision request.
Made for your industry
Notify Deal Owners is made for businesses in these industries.
- Advertising and Marketing
Email account executives when campaign proposals are rejected.
Show all Agents for the Advertising and Marketing industry - Software
Alert deal owners when software sales proposals are rejected.
Show all Agents for the Software industry - IT Services
Email deal owners when technology service proposals need revision.
Show all Agents for the IT Services industry - Consulting
Notify deal owners when client engagement proposals are rejected.
Show all Agents for the Consulting industry - Staffing and Recruiting
Notify deal owners when client staffing proposals need revision.
Show all Agents for the Staffing and Recruiting industry - Construction
Email deal owners when project proposals are rejected.
Show all Agents for the Construction industry - Architecture and Engineering
Alert deal owners when design proposals need revision.
Show all Agents for the Architecture and Engineering industry
Made for your role
Notify Deal Owners is made for people in these roles.
- Account Executive
Email you a link when a proposal on your deal is rejected.
Show all Agents for the Account Executive role - Sales Manager
Alert your deal owners when rejected proposals need their attention.
Show all Agents for the Sales Manager role - Sales Operations Manager
Route proposal rejection emails to the responsible deal owners.
Show all Agents for the Sales Operations Manager role - Proposal Manager
Notify deal owners when proposals your team created need revision.
Show all Agents for the Proposal Manager role
Made for your department
Notify Deal Owners is made for people in these departments.
- Sales
Email deal owners a link when their proposals are rejected.
Show all Agents for the Sales department - Sales Operations
Route proposal rejection emails to the responsible deal owners.
Show all Agents for the Sales Operations department - Proposal Management
Email deal owners when your team made a rejected proposal.
Show all Agents for the Proposal Management department
How Notify Deal Owners works
4 steps, in order, on every run.
-
Read the Rejected ProposalOpen the rejected proposal to find its creator and linked deal. Flag the document for your sales manager if the deal is missing.
-
Find the Deal OwnerLook up the linked deal and find the owner's email address. Flag the document for your sales manager if that address is missing.
-
Check Who Created ItCompare the deal owner's email with the document creator's email using your chosen rule. Skip the extra email when they match.
-
Email the Deal OwnerEmail the owner about the rejection with the proposal link and revision request. Skip a duplicate notice for the same rejection.
How to Get Started
Connect the tools you already use, such as Gmail, Microsoft Outlook or LeadConnector.
29 tools
- Link each proposal document to its sales deal and enable the document status change webhook.
- Choose the rule that the linked deal owner is responsible for revisions when that owner differs from the document creator.
- Connect the deal directory and an email account authorized to send internal rejection notices.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Notify Deal Owners:
Link proposals to deals and enable document status changes. You choose the deal owner as the revision contact. You also connect your deal directory and email account.
The deal owner already gets the approval decision. The Agent skips a second email to them.
Your sales manager gets the flagged document ID and can resolve the missing details. The Agent does not guess a recipient.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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