Clubplanner - Churn

“Automating the Churn Process for Pipedrive Deal Subscriptions How the Zap Works: The Zap is activated when the "Subscription Cancel Date" field is updated in a Pipedrive deal (via a Pipedrive automation). Retrieve Products: An API request fetches the products associated with the deal. Calculate Billing Cycles: A Python script determines the subscription's cycles_paid and cycles_remaining. Update Original Deal: The billing_frequency_cycles field is updated with cycles_paid in the original deal. Mark Deal as Won: The original deal is marked as Won in Sales Pipeline. Duplicate the Deal: A copy of the deal is created. Update Duplicated Deal: The duplicated deal is marked as Open and moved to the Churn pipeline. The "Original Subscription Deal" field is populated with the original deal ID. Adjust Subscription Cancel Date: A date formatter adds one month to the cancellation date. Final Update to Duplicated (Churned) Deal: The subscription value is set to negative. The correct cycles_remaining is applied. The new subscription start date is set to one month after the original cancel date. This process ensures a smooth process of handling churned subscription revenue while maintaining accurate records in Pipedrive.”