Automating New Deal Creation

Brian Fischer
Brian Fischer Member Posts: 2 VERIFIED MEMBER
First Anniversary
edited July 2022 in Sales CRM #1

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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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 832 VERIFIED MEMBER
    5 Likes Third Anniversary Photogenic First Comment
    edited November 2020 #2

    Hi Brian,

     

    You can use Zapier to create a new deal when the deal hits a specific stage 

  • Yannik Sommer_13971
    Yannik Sommer_13971 Member Posts: 7 VERIFIED MEMBER
    edited November 2020 #3

    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! :)

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    Fourth Anniversary 100 Likes 5 LOLs 5 Answers
    edited November 2020 #4

    @Brian Fischer just tagging you here to make sure you see these answers 🙏🏻

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