Daily Salesforce pipeline funding alerts from Crunchbase

Every weekday at 8am in my local time zone, watch my active Salesforce pipeline for fresh funding signals and turn each one into a ready-to-action follow-up.

Trigger: cron, Monday through Friday at 8am.

Step 1. Pull my live Salesforce pipeline. Use Salesforce SOQL Query (or Get Many Accounts) to fetch every Account that is either a current customer or has at least one open Opportunity (Stage not in Closed Won / Closed Lost). For each account capture: Id, Name, Website, OwnerId, the linked Opportunity Ids/stages, and the most recent ActivityDate / LastActivityDate so we can later detect if the owner is already on top of the news.

Step 2. Find fresh funding rounds. Call Crunchbase Search Funding Rounds filtered to rounds with an announced_on date in the last 24 hours. Pull the round type, money raised, post-money valuation if present, and the funded organization reference.

Step 3. Resolve each round's funded organization. For every round, call Crunchbase Lookup Organization on the funded org and grab name, website domain, total funding to date, and last round details.

Step 4. Match rounds back to my Salesforce accounts. Match on website domain first (most reliable), then on normalized company name. Use your judgement to dedupe near-duplicate names (e.g. Acme Inc. vs Acme, Inc.). Drop rounds that do not match any account in my pipeline.

Step 5. For every confirmed match:

• Salesforce Update Account on that account with the refreshed financial fields: total funding, last round date, round type, and post-money valuation if available. Map to whichever custom fields the org uses (ask me if you cannot infer them; otherwise put them in the description with a clear label).

• Salesforce Create Task on the same account, assigned to the account OwnerId, with a Subject like 'Funding signal: {Round Type} {Amount}' and a 1–2 sentence context blurb suggesting the right next move. For current customers: congrats note + upsell angle. For open opps that have stalled: budget-unlock pitch tied to their stage. Due date today.

• Skip rounds the account is already aware of (check that the round's announce date is newer than the account's LastActivityDate, and that no existing Task / note already mentions the round). Note the skip in your reasoning but do not file.

Step 6. Post a single ranked digest to Slack via Slack Bot Send a Message. Ask me for the channel once and reuse it. Rank matches by deal size and round size (biggest opportunity ARR x biggest round first). Format: top 5 matches, each line = account name, round type + amount, owner @-mention, deep link to the Salesforce record. Add a '+N more in Salesforce' footer if more than 5 matched. Keep the post concise — this is a glanceable morning brief.

If zero rounds match my pipeline, do not post anything (no empty digests).

Use agent judgement throughout: dedupe near-duplicate company names, skip rounds the owner already logged, and keep the Slack copy short. Do not create new Salesforce accounts; this is pipeline hygiene, not sourcing.