1.Detect updated deal fields
Integrate Pipedrive and CRM change tracking to detect updated deal fields for renewal, upgrade, or downgrade eligibility.
Update computed ARR for renewals on the deal record
Automatically monitor updated deal fields in Pipedrive across Filter by Zapier, Formatter by Zapier, and Code by Zapier. Create and update computed ARR when deal fields update, renewal status shifts, or currency fields changeβso you can recompute renewal revenue, update ARR fields, and apply currency conversion without manual spreadsheet checks.
How this automation updates computed ARR for renewals
When a configured deal field changes, forecasting and billing can go off track. This automation filters qualifying renewals and recomputes annualized renewal revenue and currency converted valuesβthen updates your deal with accurate ARR so your team can rely on it without manual recalculation.
Pipedriveor swap with your favorite app
2.Continues only for qualifying deals
Integrate Filter by Zapier and workflow rules to gate records so only qualifying deals proceed to ARR calculations.
Filter by Zapieror swap with your favorite app
3.Derives term length from dates
Integrate Formatter by Zapier and date calculations to compute month count from configured start and end date fields.
Formatter by Zapieror swap with your favorite app
4.Converts currency and annualizes renewal ARR
Integrate Code by Zapier and currency conversion logic to annualize using a month average and return EUR amounts.
Code by Zapieror swap with your favorite app
5.Finds deal for prior ARR fields
Integrate Pipedrive and record lookup to retrieve previous ARR fields for prior value comparison.
6.Updates deal ARR and derived fields
Integrate Pipedrive and CRM updates to write converted EUR values and annualized renewal ARR back to the originating deal.
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