1.Detects filtered won deal
Integrate Pipedrive and crm automation tools to detect a new filtered won or post-funding deal and trigger post funding setup
Create post funding deal and add follow up task fast
Automatically monitor won or post funding deal filters across Pipedrive. Create and schedule post funding records and follow-up activities when deals match your filter—so you can create post funding deals, calculate due dates, and log servicing tasks without manual handoffs.
How this automation streamlines post funding follow-up
When a won post funding trigger deal sits without a ready handoff, follow-up can slip and servicing activities get missed. This automation monitors filtered deals, creates post funding deal records, and schedules due dated activities—so your team can keep transfers on track.
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2.Creates post funding deal
Integrate Pipedrive and deal tracking workflows to create a dedicated post-funding deal with mapped fields, stage, and owner
3.Calculates follow-up due date
Integrate Formatter by Zapier and date utilities to calculate the follow-up due date from maturity or milestone dates
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4.Creates follow-up activity
Integrate Pipedrive and activity scheduling tools to create a servicing activity linked to the new deal and due date
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