1.Runs daily at off peak time
Integrate Zapier scheduling tools to trigger the job to check deal inactivity and start the pipeline review cycle.
Mark stale deals as lost for sales clarity
Automatically monitor daily deal checks across Pipedrive and Zapier tools. Create and update when stage activity stops, inactivity exceeds 60 days, or cutoff dates passβso you can mark deals lost, apply lost reasons, and keep forecasts clean without manual deal cleanup.
How this automation protects pipeline clarity for inactive deals
When the daily schedule runs and deals show no stage activity for 60 days, forecasts can drift and stale opportunities clutter the pipeline. This automation searches deals, computes a 60 day cutoff date, filters qualifiers, and updates Pipedrive recordsβso your team can keep deal status accurate.
Schedule by Zapieror swap with your favorite app
2.Searches deals in pipeline stage
Integrate Pipedrive and CRM pipeline tools to find deals in the configured stage to centralize eligible deal IDs.
Pipedriveor swap with your favorite app
3.Iterates deal IDs
Integrate Looping by Zapier and Pipedrive to iterate each deal ID and fetch details for stage activity timing.
Looping by Zapieror swap with your favorite app
4.Computes 60 day cutoff date
Integrate Formatter by Zapier and date tools to add 60 days to the stage change timestamp to output the cutoff date.
Formatter by Zapieror swap with your favorite app
5.Keeps deals beyond 60 days
Integrate Filter by Zapier and reporting rules to continue only when the cutoff date is earlier than today to qualify stale deals.
Filter by Zapieror swap with your favorite app
6.Marks deals lost with reason
Integrate Pipedrive and CRM record updates to set status to lost and populate a default lost reason for each deal ID.
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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
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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
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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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