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 Posts: 5
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?

Answers

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 18 #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.