Brevo pipeline review board that flags deals gone quiet

Run Monday pipeline review on a live Brevo deal board that shows which deals have stopped opening your emails, then post the recap to Slack.

App
BrevoSlack BotSalesMarketingMeeting WorkflowsResearch & Monitoring
PromptCreate

Build me an internal pipeline review board for our Brevo CRM that we run our Monday sales meeting out of. The point of this board is not the drag and drop, it is that Brevo is our CRM and our email marketing in the same account, so every deal card can show whether the person behind the deal is still opening and clicking our emails. Brevo's own deal reporting only shows deal values and stage progress, and that missing engagement signal is the gap this app fills.

The board is a column per pipeline stage. Load the pipelines with List All Pipelines, and if the account has more than one, put a pipeline picker at the top of the page and load the selected pipeline's columns with Get Pipeline Stages. Order the columns the way the stages are ordered in Brevo.

Fill the columns with deals from List Deals. Each card shows the deal name, the amount, the owner, the expected close date, and how many days the deal has been sitting in its current stage. Give every column a header with the deal count, the total value in that stage, and a weighted forecast figure for the stage.

Every card carries an engagement badge for the deal's linked contact. Resolve the linked contact with Get Contact, then pull that contact's email history with Get Contact Campaign Stats and reduce it to opens and clicks over the last 90 days. The badge shows the last time the contact opened anything plus the open and click counts for that window. Use List Companies to add account context to the card so the rep can see which company the deal sits under. Batch and cache these lookups so the board loads once rather than refetching per card on every render, and show a card as having no engagement history when the contact has never been emailed instead of treating it as quiet.

Turn a card amber when its contact has not opened anything in six weeks, and collect the amber deals into a going quiet panel beside the board sorted with the largest amount first, so the biggest deals with the coldest contacts are the first thing the team sees. Make both the silence window and the deal amount that qualifies a quiet deal as worth flagging editable in settings.

Dragging a card to another column writes the change back to Brevo with Update Deal, and the column totals and forecast recalculate straight away. Keep a record of every move made during the session so the recap can list them.

From any card the team can create a follow up with Create Task, linked to that deal and assigned to an owner with a due date, or fire a one off nudge to the linked contact with Send Transactional Email using a short editable subject and body.

One button at the end of the meeting posts the recap to our sales channel with Slack Bot Send a Message. The recap contains the per stage totals, the deals that moved and which stage they moved to, and the deals flagged as going quiet. Let the user pick the channel and preview the message before it posts.

Make the weighted forecast percentage configurable per stage in a settings view, and persist those percentages along with the quiet thresholds and the default Slack channel so they survive a reload.

Default the board to the whole team's deals rather than filtering to the signed in user automatically, since this is a group review. Put an only my deals toggle in the header for a rep who wants to narrow to their own, and an owner filter for a manager who wants to look at one person's pipeline.

What does this prompt do?

  • Lays out your Brevo deal pipeline as a board with one column per stage, and every deal as a card showing its value, owner, expected close date, and how long it has been sitting in the same stage.
  • Adds an engagement badge to each card built from the linked contact's email opens and clicks over the last 90 days, so you can see at a glance whether the person behind the deal is still reading anything you send.
  • Turns a card amber when its contact has gone silent for six weeks and floats the biggest quiet deals into a going quiet panel beside the board.
  • Lets the team move deals between stages, set a follow up, or send a quick nudge email during the meeting, then posts a recap of the session to your sales channel.

What do I need to use this?

  • A Brevo account with the CRM in use and at least one deal pipeline set up
  • Deals linked to their contacts in Brevo, since the engagement badge reads the linked contact's email history
  • Some email sending history in the same Brevo account, which is what the opens and clicks are drawn from
  • A Slack workspace, if you want the end of meeting recap posted to a channel

How can I customize it?

  • Set your own weighted forecast percentage for each stage so the board's forecast matches how your team actually calls deals
  • Change what counts as going quiet, both the six week silence window and the deal size that makes a quiet contact worth flagging
  • Pick which Slack channel gets the recap, and switch the board between the whole team's deals and just your own

FAQs

How is this different from the deal pipeline already in Brevo?
It reads and writes the same deals, so nothing is duplicated. The difference is what each card tells you. Brevo's own deal view shows value and stage progress, while this board also shows whether the contact behind the deal is still opening and clicking your emails, which is the signal that usually goes missing in a pipeline review.
Where does the engagement information come from?
From your own Brevo account. Because Brevo is both a CRM and an email marketing tool in one place, the board can pair each deal with the real email activity of its linked contact. That is something a board built on a CRM without email marketing attached cannot show you.
If we move a card during the meeting, does Brevo actually update?
Yes. Dragging a card to another column writes the stage change straight back to the deal in Brevo, so the board and your CRM stay in step and nobody has to redo the moves afterwards.
Can I look at only my own deals?
Yes, there is an only my deals toggle. The board deliberately opens on the whole team's pipeline rather than filtering to you automatically, because it is built for a group review, and managers can also filter to a single owner.
What happens to a deal whose contact has never been emailed?
It shows as having no engagement history rather than being marked quiet, so a brand new deal is not flagged the moment it is created. Only deals whose contact has been emailed and has stopped opening will turn amber.

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See which deals have gone quiet before your next pipeline review.

Build a board that pairs every Brevo deal with the real email engagement behind it, so the quiet ones surface before they slip.