1.Monitor deal updated for loss reason
Integrate Pipedrive to detect when a deal is updated with the configured loss reason for referral transfers.
Create new lead and deal from lost opportunities
Automatically monitor deal updated loss reasons across Pipedrive. Recreate contacts and open new deals when loss reason indicates referral, deal status marks lost, or transfer value matches β so you can create outreach-ready records, assign the right intake owner, and update pipeline stage without manual follow-up.
How this automation recreates lost leads in your pipeline
When referral-marked deals stay lost, outreach slips and lead intake queues go stale. This automation monitors deal loss updates and filters qualified records, finds or creates people, and creates or finds open dealsβso your team can act faster.
Pipedriveor swap with your favorite app
2.Continue for qualifying records
Integrate Filter by Zapier and Pipedrive to gate the flow until the person reference exists and the loss reason matches.
Filter by Zapieror swap with your favorite app
3.Find person by ID
Integrate Pipedrive and CRM lookup tools to find the target person and pass the mapped source person ID forward.
4.Create new person in workspace
Integrate Pipedrive and contact data mapping to create a person and populate name, email, phone, and custom fields.
5.Create or find open deal
Integrate Pipedrive and pipeline management to create or locate an open deal, then set owner, stage, and deal status.
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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