Hey all!
I feel as though this ask should be relatively simple, though I’m having trouble getting it to work just right.
Every morning...
I would like Zapier to scan all of my opportunities in SalesforceContinue if the Close Date is earlier than the current date AND the Opportunity Stage is NOT Closed Won/Closed Lost
Send Slack Message any Opportunity Owner who has a deal that meets this criteria…
(This part I’m confident I know how to do once I have the other steps sorted)
As you can see below it is returning many records that do NOT fit this criteria