1.Receives stage-change payload
Integrate Webhooks by Zapier and workflow variables to capture the deal stage-change payload and map identifiers.
Mark related sales activities done when stage changes
Automatically detect deal stage change payloads across Webhooks by Zapier, Zapier Filter, and Pipedrive. Create and update when deal stage transitions, stage-change payloads arrive, or deals advanceβso you can match open activities, filter by subject keywords, and update done status without manual task cleanup.
How this automation keeps activity logs accurate
When deal stages change without consistent task updates, activity lists drift and teams lose visibility. This automation captures stage-change payloads, finds and filters matching activities, and updates done statusβso your team can trust activity tracking without follow-ups.
Webhooks by Zapieror swap with your favorite app
2.Checks stage transitions and undone state
Integrate Filter by Zapier and stage rules to continue only for qualifying transitions and when undone activities exist.
Filter by Zapieror swap with your favorite app
3.Finds open deal activities
Integrate Pipedrive and CRM activity search tools to find activities tied to the deal with done set to false.
Pipedriveor swap with your favorite app
4.Matches activity subject keywords
Integrate Filter by Zapier and subject keyword rules to continue only when the activity subject contains configured terms.
5.Marks activities done
Integrate Pipedrive and CRM update tools to update activity done status to true for each matching activity id.
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