1.Find activities in filter
Integrate Pipedrive and CRM activity trackers to detect undone activities using your Won or Lost deal filter.
Mark undone deal activities as done for closed deals
Automatically monitor undone activities for deals in Won/Lost across Pipedrive, Code by Zapier, and Filter by Zapier. Create and update when deals move to won, deals move to lost, or undone activities surfaceβso you can mark activities done, preserve audit history, and keep activity metrics accurate without manual follow-up.
How this automation keeps activity metrics accurate
When undone activities tied to closed deals stay incomplete, pipeline reporting can drift and teams lose time chasing updates. This automation monitors deal activities and updates matched activity recordsβso your team can keep activity metrics accurate without manual reconciliation.
Pipedriveor swap with your favorite app
2.Identify matching activity ids
Integrate Code by Zapier and data processing tools to identify matching activity subjects and output activity id(s).
Code by Zapieror swap with your favorite app
3.Continue for qualifying ids
Integrate Filter by Zapier and validation rules to continue only when at least one activity id is returned.
Filter by Zapieror swap with your favorite app
4.Update activity to done
Integrate Pipedrive and CRM records tools to update the activity and set done to true for matched items.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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