1.Triggers on deal updated
Integrate Pipedrive to watch for deal updated signals and capture the deal ID and configured rate-change date to set the workflow.
Update deal deadline fields for rate changes in CRM records
Automatically monitor Deal updated events across Pipedrive deals. Create and update deadline fields when deal updated, rate-change date updated, or rate-change values changeβso you can refresh deadline dates, keep owners aligned, and reduce manual deadline entry.
How this automation updates your deal deadlines
When deal updates include rate-change date inputs, stale deadlines can delay follow-up. This automation calculates offsets and updates two deadline fields in Pipedriveβso your team can act on accurate dates without manual recalculation.
Pipedriveor swap with your favorite app
2.Calculates -3 months offset
Integrate Formatter by Zapier and date and time tools to subtract 3 months from the configured rate-change date to format DD/MM/YYYY.
Formatter by Zapieror swap with your favorite app
3.Updates -3 months deadline
Integrate Pipedrive and CRM record fields to map the -3 months formatted output to the first deadline date field to overwrite values.
4.Calculates -4 months offset
Integrate Formatter by Zapier and date and time tools to subtract 4 months from the configured rate-change date to format YYYY-MM-DD.
5.Updates -4 months deadline
Integrate Pipedrive and CRM record fields to map the -4 months formatted output to the second deadline date field to keep owners aligned.
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