1.Detects new filtered deals
Integrate Pipedrive and CRM tools to detect filtered deal activity and to trigger the outreach flow.
Send reminder email and SMS to stalled deal contacts
Automatically monitor filtered deal activity across Pipedrive, Gmail, and ClickSend SMS. Create and update when deals stall, contacts enter the contacted stage, or deals update within your windowβso you can send reminder emails, send reminder texts, and log outcomes without manual follow-up tracking.
How this automation protects your pipeline visibility
When new filtered deals appear but outreach gets delayed, stalled contacts can slip and pipeline visibility fades. This automation monitors stalled deal signals and sends coordinated reminders and updates deal timelinesβso your team can recover momentum fast.
Pipedriveor swap with your favorite app
2.Continues only for the time window
Integrate Filter by Zapier and automation rules to apply the configured deal update window and to qualify outreach.
Filter by Zapieror swap with your favorite app
3.Sends reminder email
Integrate Gmail and email templates to send a reminder email with mapped recipient and message details.
Gmailor swap with your favorite app
4.Sends reminder SMS
Integrate ClickSend SMS and messaging tools to send a short reminder text using mapped phone and copy.
ClickSend SMSor swap with your favorite app
5.Updates deal and creates note
Integrate Pipedrive and deal timeline tools to update stage status and to create an outreach note with timestamps.
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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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