1.Detect deal stage update
Integrate Pipedrive and sales pipelines to verify the updated deal is open and in the configured follow-up stage.
Send multi-step follow-up messages when deal enters stage
Automatically watch deal stage updates across Pipedrive and Front. Create and update when deals enter the follow-up stage, deals reopen, or follow-up status changesβso you can send sheet-based follow-ups, record outreach in Pipedrive, and move deals to the next sub-stage without manual follow-up.
How this automation accelerates your follow-up
When a deal enters the configured follow-up stage, delays can stall outreach and reps may forget to log sends. This automation finds the deal, prepares message variables and savings estimates, sends the follow-up message, and updates the deal in Pipedriveβso your team can keep sequences on track.
Pipedriveor swap with your favorite app
2.Prepare message variables
Integrate Formatter by Zapier and data transformation tools to normalize names and compute a lookup key from the deal value.
Formatter by Zapieror swap with your favorite app
3.Lookup savings estimate row
Integrate Google Sheets and reporting tables to retrieve estimated savings fields and the estimate image URL.
Google Sheetsor swap with your favorite app
4.Send templated follow-up
Integrate Front and message templates to send the follow-up with mapped fields and attach the estimate image.
Frontor swap with your favorite app
5.Update deal follow-up status
Integrate Pipedrive and CRM workflow rules to record that the message was sent and advance the deal sub-stage.
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