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
First Comment
edited July 2022 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?
Tagged:

Answers

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    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: 8
    Name Dropper First Comment Photogenic
    edited July 6 #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: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #4

    You can do this using Make/Integromat.

Categories