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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Add next activities to uncovered Pipedrive deals and post Slack summaries

Checks every open Pipedrive deal for a scheduled next activity, creates one where none exists and reports the results to Slack.

What it does

## Create next activities for uncovered open deals in Pipedrive Who's it for Sales and partnership teams running a referral or business-development pipeline in Pipedrive who need one rule enforced without exception: no open deal should exist without a next activity. How it works Pipedrive's own automations fire on an event — a stage change, a deal created. They cannot answer *"which deals have nothing scheduled right now"*, because that is a question about absence, and nothing happens when nothing happens. This runs every weekday morning, asks that question of every open deal, and schedules the activity the deal's stage calls for. A deal counts as covered only when it has an activity that is not done and due inside the horizon, so a task parked eleven months out reads as uncovered rather than as compliance. Deals whose next activity is already overdue are escalated to a manager instead of having a second task piled on top. A daily cap keeps a bad morning from flooding a rep's task list. How to set up 1. Open config and set COMPANY_DOMAIN, HORIZON_DAYS, DAILY_CAP and the stage-to-activity map. 2. Add your Pipedrive API_TOKEN when you are ready to read a real account. 3. Leave TEST_RUN = true and TEST_OWNER_ID blank for the first run — it writes nothing. Requirements A Pipedrive account with API access. The alert and escalation webhooks (Slack or Discord) are optional; blank means that branch is skipped, not that the run fails. How to customize The stage-to-activity map and the horizon live in config. To change what gets scheduled, edit decide the next activity — everything downstream is unchanged.

The steps

  1. Run it now
  2. Every weekday, 07:00
  3. config
  4. Pipedrive configured?
  5. [cred] Pipedrive - open deals
  6. [cred] Pipedrive - activities
  7. [cred] Pipedrive - deal fields
  8. read the pipeline
  9. STOP: demo pipeline
  10. one pipeline
  11. check the PHI boundary
  12. check every deal for a next activity
  13. anything uncovered?
  14. STOP: every open deal is covered

29 steps in total.

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