1.Triggers weekday morning sweep
Integrate Schedule by Zapier and automation scheduling tools to start the workflow on a weekday morning and kick off pipeline checks.
Send daily list of pipeline deals missing assigned activity
Automatically monitor open deals and identify pipeline deals missing assigned activity across Pipedrive, Looping by Zapier, and Brevo. Create and update when the weekday sweep finds qualifying inactivityβso you can compile stalled deal lists, email daily summaries, and track coverage without manual reporting.
How this automation prevents stalled deals from hiding
When weekday morning pipeline sweeps run, stalled deals can slip through until someone checks manually. This automation searches deals without qualifying activities and appends a daily summary and sends an email to marketing opsβso your team can spot gaps fast.
Schedule by Zapieror swap with your favorite app
2.Searches open deals in pipeline
Integrate Pipedrive and pipeline reporting tools to search open deals and return deal IDs, titles, and permalinks.
Pipedriveor swap with your favorite app
3.Iterates through deal IDs
Integrate Looping by Zapier and workflow iteration tools to evaluate each deal ID individually for missing activity signals.
Looping by Zapieror swap with your favorite app
4.Finds unde done activities
Integrate Pipedrive and activity tracking tools to find activities where done is false for each deal.
5.Continues only for stalled deals
Integrate Filter by Zapier and owner exclusion rules to continue only when no qualifying upcoming activities exist for configured owners.
Filter by Zapieror swap with your favorite app
6.Appends stalled deal HTML
Integrate Storage by Zapier and daily aggregation storage to append a formatted line to the daily storage key for stalled deals.
Storage by Zapieror swap with your favorite app
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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
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