1.Catches closed-won deal payload
Integrate Webhooks by Zapier and webhook handlers to receive closed-won payloads and trigger the renewal flow.
Create renewal deal from closed won deal automatically
Automatically catch closed-won payloads across Webhooks by Zapier, Filter by Zapier, and Pipedrive. Create renewal deal records and linked follow-up activities when deals close won, status flips to closed-won, or the webhook delivers closed-won payload —so you can create renewals, assign owners, and schedule follow-ups without manual pipeline work.
How this automation creates renewal deals from closed-won wins
When closed-won payloads arrive, renewal setup can lag and reps miss timing. This automation filters for new wins and creates renewal deals plus linked follow-up activities—so you can move renewals forward without manual pipeline work.
Webhooks by Zapieror swap with your favorite app
2.Filters for new closed-won wins
Integrate Filter by Zapier and automation logic to continue only when payload status is closed-won and prior status is not.
Filter by Zapieror swap with your favorite app
3.Finds the source deal by ID
Integrate Pipedrive and CRM search tools to look up the deal by deal ID and map source values into variables.
Pipedriveor swap with your favorite app
4.Calculates expected renewal date
Integrate Formatter by Zapier and date transformation tools to add configured duration months and output renewal date fields.
Formatter by Zapieror swap with your favorite app
5.Creates the renewal deal record
Integrate Pipedrive and deal management tools to create a renewal deal with stage, owner, org, and custom fields.
6.Creates the linked follow-up activity
Integrate Pipedrive and invoicing follow-up tools to create a linked invoice or follow-up activity with a new due date.
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Explore all subscription renewal workflows automations
Retain more recurring revenue with automated renewal reminders, payment failure follow-ups, and CRM updates
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