1.Detect sub-zap start trigger
Integrate Sub-Zap by Zapier and workflow routing tools to start the re-engagement flow with the deal and owner context.
When a stalled renewal deal is flagged, delays can break the re-engagement cadence. This automation monitors the sub-zap trigger, looks up owner and deal contact, sends a reschedule email, patches the deal, and posts a Slack update—so your team can re-engage faster.
Integrate Sub-Zap by Zapier and workflow routing tools to start the re-engagement flow with the deal and owner context.
Integrate Zapier Tables and CRM data tools to look up owner metadata and map the owner identifier to the right user record.
Integrate Pipedrive and CRM contact tools to fetch the deal stage and the primary contact reference from the deal lookup.
Integrate Gmail and email template tools to send the reschedule message with a calendar link and contact first-name greeting.
Integrate Webhooks by Zapier and CRM field updates to patch the configured custom field or label for the sent email.
Integrate Slack and team notifications to post a summary message with deal reference and owner display name.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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