Automating New Deal Creation
Brian Fischer
Member Posts: 2 VERIFIED MEMBER
When someone on my sales team wins a deal, a contract expiration date is entered on the deal record. How can we automatically create a new deal for the renewal business 6 months prior to the contract expiration date?
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Hi Brian,
You can use Zapier to create a new deal when the deal hits a specific stage
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Hi Brian,
Is the contract expiration date added manually, or do you use automation for this?
It could be possible to set something up within Pipedrive, depending on the expected outcome.
Otherwise, Zapier is a good alternative as well, and the Zap shouldn't be too complicated to set up.
Let me know if you need further help with this!0 -
@Brian Fischer just tagging you here to make sure you see these answers 🙏🏻
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