1.Creates deal workflow mapping
Integrate Pipedrive and CRM workflows to map deal IDs and renewal fields to the workflow reference.
Move renewal deals to preparing stage and assign owner
Automatically detect deals approaching renewal across Pipedrive and Zapier. Create and update preparing-for-renewal records when deal in filter, renewal window hits, or renewal date nears—so you can assign owners, set outreach-ready stages, and reduce manual tracking without handoffs.
How this automation speeds up renewal outreach
When renewal deals match the configured filter, delays can slow account outreach. This automation maps qualifying deals to an owner and updates the preparing-for-renewal stage and note—so your team can start outreach the same day.
Pipedriveor swap with your favorite app
2.Filters for renewal qualifiers
Integrate Filter by Zapier and automation rules to continue only qualifying deals in the renewal window or value ranges.
Filter by Zapieror swap with your favorite app
3.Looks up owner by tier
Integrate Formatter by Zapier and lookup tables to determine the owner from deal value tiers with a fallback.
Formatter by Zapieror swap with your favorite app
4.Updates stage and assigns owner
Integrate Pipedrive and CRM pipeline updates to move deals into the preparing-for-renewal stage and set the owner.
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Add daily renewal opportunities to CRM from report
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Add member records from new subscriptions for billing ops
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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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Step 1
Connect your tools
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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 — 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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