Pipedrive Automations
Deal-centric automation — stages, activities, sequences, and Slack alerts on top of Pipedrive.
6 automations for Pipedrive
Pick any workflow and we'll build it for you.
Deal Rotting Alerts
Flag deals with no activity for X days.
How it works
Daily scan deals
Detect last activity older than threshold
Post Slack digest
Create renewal activity task
Email deal owner
Optional auto-archive tiny deals
Email Open → Activity Log
Log engagement back to deal timeline.
How it works
Tracking pixel event
Match recipient to person
Attach note to open deal
Bump deal temperature score
Notify owner if hot engagement
Stop duplicate logs within 24h
Invoice Sent Stage Gate
Require invoice PDF before moving stage.
How it works
User attempts stage move
Check attachment field
Block move if missing
Notify finance upload link
Auto-move when file exists
Audit log attempt
Multi-Deal Organisation Roll-Up
Summarise open ARR per organisation.
How it works
Deal updated
Aggregate sibling deals
Write roll-up field on org
Colour-code health
Weekly exec summary email
Alert CS if concentration risk
LeadBooster → Qualification
Score chatbot leads before assignment.
How it works
LeadBooster capture
Score answers
Route to BDR vs self-serve
Book meeting if qualified
Drop nurture if disqualified
Sync UTM fields
Post-Meeting Deal Update
Push Zoom summary into deal notes.
How it works
Zoom meeting ended
Fetch transcript
Summarise with AI
Append note to latest open deal
Create tasks for action items
Notify peer reviewers
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