1.Watches for updated deals
Integrate Pipedrive to map updated deal, organization, and owner fields into message placeholders.
Send partner loss notice when deal marked lost
Automatically monitor deal updates across Pipedrive and route partner loss email context. Send email when deals move to lost, loss reason updates, or eligible partner records change β so you can notify partners, include owner context, and share the reason without manual follow-up.
How this automation notifies partners about losses
When deal updates are marked lost but partner messaging is delayed, opportunities slip for quick response. This automation watches Pipedrive deal changes, filters eligible records, and sends partner-facing emails with the loss reasonβso your team can speed up outreach.
Pipedriveor swap with your favorite app
2.Filters eligible lost deals
Integrate Zapier to continue only when an organization exists, status is lost, and the pipeline is allowed.
Email by Zapieror swap with your favorite app
3.Sends partner loss email
Integrate Gmail to send a partner-facing message using the mapped recipient, subject, and body fields.
Gmailor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
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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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
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