1.Find deals in configured filter
Integrate Pipedrive and CRM data tools to retrieve deals that match your filter and to centralize deal and product arrays.
Update MRR renewal fields on billing board from deals
Automatically retrieve renewal line items from Pipedrive across Pipedrive, monday.com, and AI by Zapier. Create and update when renewal deals match your filter, when deal product lines include MRR renewals, or when renewal sums are recalculatedβso you can parse MRR lines, update renewal numeric fields, and keep billing totals accurate without manual reporting.
How this automation keeps renewal totals accurate
When MRR renewal values drift across deals and billing boards, billing teams spend extra time reconciling numbers. This automation monitors renewal line items in Pipedrive and updates monday.com board renewal fields and extracts MRR renewal sumsβso your team can close gaps faster.
Pipedriveor swap with your favorite app
2.Parse products for MRR renewals
Integrate AI by Zapier and parsing tools to extract only MRR renewal lines by name and amount for accurate sums.
AI by Zapieror swap with your favorite app
3.Loop through MRR line items
Integrate Looping by Zapier and iteration tools to process each MRR line item individually for line-level context.
Looping by Zapieror swap with your favorite app
4.Search board item by deal ID
Integrate monday.com and board lookup tools to match the Pipedrive deal ID to the billing board item to find the right record.
monday.comor swap with your favorite app
5.Change numeric renewal columns
Integrate monday.com and spreadsheet update tools to update configured numeric renewal columns with the validated MRR sum.
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