1.Monitors deals in filter
Integrate Pipedrive and CRM workflows to detect matching deals and route them into inactivity evaluation.
Close stale deals after three weeks in pipeline
Automatically detect stale deals in Pipedrive across sales pipeline filters. Automatically update deal statuses when deal inactivity window passes, last-activity timestamps age out, or deals match your filterβso you can normalize phone data, validate inactivity, and set lost reasons without manual pipeline cleanup.
How this automation closes stale deals faster
When stale deals linger inside pipeline filters without activity, manual follow up can overstate revenue risk. This automation normalizes phone data and checks inactivity before updating each deal to lost with a clear reasonβso your team can trust pipeline health.
Pipedriveor swap with your favorite app
2.Normalizes phone data
Integrate Formatter by Zapier and data quality tools to map source phone fields and format phone data for checks.
Formatter by Zapieror swap with your favorite app
3.Checks inactivity window
Integrate Filter by Zapier and timestamp evaluation tools to continue only when last activity is older than 21 days.
Filter by Zapieror swap with your favorite app
4.Branches on phone quality
Integrate Paths by Zapier and validation rules to choose the invalid-details path or the valid-phone path.
Paths by Zapieror swap with your favorite app
5.Updates deal to lost
Integrate Pipedrive and deal tracking tools to set status to lost and write a standardized loss reason.
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Add active deal rows to team tracking sheet
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Add applicants to sales pipeline from submitted forms
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Add application submissions to sales pipeline and sheet
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Add appointment and closed deal records to tracker
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Add approved quote into pipeline as an opportunity
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Add booked appointment clients to sales pipeline for follow-up
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
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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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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