1.Monitors deal updated
Integrate Pipedrive to catch deal updated events and to compute the monthly revenue inputs payload.
Update deal monthly value from rate and hours
Automatically monitor deal updated events across Pipedrive so you can keep monthly revenue estimates accurate without manual recalculation. Recompute and write monthly deal value when rate inputs change, hours per week change, or headcount changesβso you can forecast faster, reduce errors, and update pipeline values without manual recalculation.
How this automation updates your monthly deal value
When deal updated events happen, delays can throw off forecasts and cause pipeline value drift. This automation filters eligible deals, recomputes monthly revenue from rate and hours inputs, and updates the deal valueβso your team can forecast with confidence.
Pipedriveor swap with your favorite app
2.Filters deals by pipeline
Integrate Filter by Zapier and pipeline rules to continue only for deals in your configured pipelines and stages.
Filter by Zapieror swap with your favorite app
3.Extracts and normalizes inputs
Integrate Formatter by Zapier and data mapping to extract rate and hours fields and normalize missing values to 0.
Formatter by Zapieror swap with your favorite app
4.Computes monthly revenue
Integrate Formatter by Zapier and formula tools to multiply rate by hours per week and headcount and apply a monthly multiplier.
5.Updates deal value field
Integrate Pipedrive and CRM record updates to write the computed monthly figure into the deal value field by ID.
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