1.Monitor updated deals
Integrate Pipedrive, deal tracking tools, and CRM event signals to capture deal id and current stage name from Updated Deal.
Set deal lifecycle field when pipeline stage changes
Automatically detect deal stage changes across Pipedrive and Zapier workflows. Automatically create and update lifecycle fields when deal stage changes, deals update, or deals move stagesβso you can standardize categories, update deal records, and reduce data cleanup without manual entry.
How this automation preserves deal lifecycle accuracy
When deals shift stages without a consistent lifecycle value, reporting gets noisy and sales forecasting loses trust. This automation detects updated deals, filters qualifying records, formats stage categories, and updates the deal lifecycle fieldβso your team stays aligned.
Pipedriveor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier and sales rules to continue only for deals owned by configured owners and exclude lost or closed deals.
Filter by Zapieror swap with your favorite app
3.Normalizes and maps stage labels
Integrate Formatter by Zapier and stage mapping logic to normalize the stage name and map it to a standardized lifecycle label.
Formatter by Zapieror swap with your favorite app
4.Updates deal lifecycle field
Integrate Pipedrive and data mapping to update the existing deal record with the lifecycle or custom category field.
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Explore all deal tracking automations
Accelerate deal progress with automated stage updates, activity logging, and follow-up alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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