Automating New Deal Creation

Brian Fischer

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? 

Boris Tsibelman

Hi Brian,

 

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

Yannik Sommer_13971

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

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