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

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?

Mike van der Valk

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

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)

You can do this using Make/Integromat.