Sales

Pipeline Rot Alert

Every pipeline contains deals that are technically open and actually dead, and they inflate the forecast that decisions get made from. This workflow sweeps the pipeline weekly, finds deals with no activity for longer than the stage should take, and pushes each one to a decision: advance it, set a date, or lose it. Deals are not allowed to simply sit.

7 stepsRequires Zapier Starter or higher25 minMedium

PipedriveMicrosoft TeamsMicrosoft OutlookMicrosoft To DoSchedule by ZapierFilter by Zapier

What you get

Stalled deals are surfaced weekly instead of inflating the forecast.

Each stalled deal gets a decision rather than another week of sitting.

The forecast reflects deals that are actually alive.

Workflow blueprint

When this happens

Schedule by ZapierEvery Week

1PI

PipedriveFind Deal

2FI

Filter by ZapierOnly continue if

3MT

Microsoft TeamsSend Channel Message

4MO

Microsoft OutlookSend Email

5MT

Microsoft To DoCreate Task

6PI

PipedriveCreate Note

The full blueprint — every field mapping, example value and the written copy for each message — is included with purchase.

Getting it into Zapier

Build this one from the recipe. The blueprint gives you the exact trigger, action events and field mapping for all 7 steps, so it is a copy-and-paste job rather than a design job.

You need your own Zapier account. Zapier’s Free plan runs single-step Zaps only; multi-step Zaps need a paid plan, and Paths and Webhooks need Professional. How this works →

Not on Zapier?

n8n — import and go

An n8n workflow JSON ships with this template. Import it and all 7 steps arrive on the canvas wired in order, and 4 of the 7 nodes arrive with their fields already filled in — the subject lines, the message copy, the delays, the column names. Every step maps to a native n8n node.

What an import cannot carry is your credentials, and the IDs that only exist inside your own account — which spreadsheet, which channel, which board. Those stay in a sticky note under the node, listing what is already done so you do not retype it, and what is left so you can see it.

Make — build guide

A Make-specific guide ships with this template: every module in order, every field value, and the concept translations that catch people out — filters live on the links between modules, and the schedule lives on the scenario rather than in a trigger module.

Self-hosted n8n has no per-task fee, which is worth knowing if this workflow runs at volume. Platform coverage →