Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in t

Mamoun Hefni
Mamoun Hefni Member Posts: 4 VERIFIED MEMBER
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edited April 24 in Workflow Automation #1
Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?
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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited July 2022 #2

    Hi @Mamoun Hefni unfortunately our workflow automation doesn't have time based triggers yet, this is something we're still working on.

    In the meantime you could use a third party tool called Zapier to automate it. For this you'd need to set up a filter in Pipedrive that filters out deals rotting for 30 days in the same stage. Then in Zapier you can set when a new deal hits that filter it's automatically marked as lost.

  • RafaelSantos
    RafaelSantos Member Posts: 10 VERIFIED MEMBER
    5 Up Votes Name Dropper First Comment Photogenic
    edited July 2023 #3

    Hi @Mike van der Valk: any update on this question? We have time based triggers now, can you please describe how to set a deal as lost?

    Update: It seems that one only has to change a deal field called "Status" - we were looking for "Deal status"

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #4

    You can do this using Make/Integromat.

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