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Pipedrive

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Schedule follow-ups for stalled Pipedrive deals
Write

Put a next step on every stalled Pipedrive deal

For sales managers who want each open Pipedrive deal with no next activity given a follow-up call, highest value first, after approving the list.

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Schedule follow-ups for stalled Pipedrive deals
Schedule follow-ups on Sam Patel's stalled deals in the Enterprise pipeline, due in 2 days.
Sam Patel has 8 open deals with no next step in Enterprise. - Highest value: Fabrikam platform, 72,000 - Follow-up: call, due Friday 9 October - Subject: Follow up on next steps with each contact Shall I add the 8 follow-up calls?
Pipedrive
Sample figures. Your results come from your own account.
pipedrive-get-user
pipedrive-get-stage
pipedrive-get-activity-type
pipedrive-get-deal
pipedrive-get-activity
pipedrive-add-activity

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Pipedrive

Pipedrive
Run it on your own Pipedrive data.

Connect Pipedrive, pick your AI tool and paste the prompt.

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The problem

Deals with no next step quietly die

Open Pipedrive deals with no next activity are the ones that quietly die. Finding them means opening every deal to check its activities, then booking follow-ups one at a time, which rarely happens before the pipeline review.

Without PopdockAI

  • Open every deal to check for an activity
  • Note the ones with nothing scheduled
  • Book follow-ups one at a time
  • Find the same deals stalled next week

With PopdockAI

  • Open deals are read and checked for an open activity
  • Stalled deals are listed by value, up to 25 per run
  • You can drop deals or change subjects before confirming
  • One follow-up per approved deal, each read back

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Find the open deals in `{pipeline-name}` (default: all pipelines) owned by `{owner-name}` (default: all owners) that have no next step, and schedule a follow-up on each, due in `{due-in-days}` days (default 2).

**Step 1: Resolve the filters**

* If `{owner-name}` is given, call `pipedrive-get-user` with `name.contains`. If more than one matches, list them and stop.
* If `{pipeline-name}` is given, call `pipedrive-get-stage` with `pipeline-name` to get its stage-ids.
* Call `pipedrive-get-activity-type` with `active` = true and confirm the call key exists.

**Step 2: Find the stalled deals**

Call `pipedrive-get-deal` with `status` = open (per `stage-id` if a pipeline was given, and `owner-id` if resolved). For each deal call `pipedrive-get-activity` with `deal-id` and `done` = false. A deal with no open activity is stalled.

**Step 3: Propose, then wait**

Show a table of the stalled deals, highest value first, with the follow-up you would add to each: type call, subject "Follow up: " plus the deal title, due date. Propose at most 25 per run. Wait for explicit confirmation; the user may drop deals or change subjects.

**Step 4: Write**

For each approved deal, one `pipedrive-add-activity` with `deal-id`, `type`, `subject` and `due-date`.

**Step 5: Confirm**

Re-read with `pipedrive-get-activity` (`deal-id`, `done` = false) for each deal and report which follow-ups landed.

**Rules & Guidelines:**

* Only `pipedrive-add-activity` may write, once per approved deal.
* Do not call `pipedrive-update-deal` or `pipedrive-update-activity`.
* Never schedule on won, lost or deleted deals.
* If a filter on `owner-id` returns nothing when you expect records, run the same read without it and keep the rows whose owner-name matches the user instead.

**Validation:**

* If every open deal already has a next step, say so and stop.
* If `{due-in-days}` is not a whole number, use 2 and say so.

Who it's for

One answer, three teams that use it

Sales managers

Fix stalled deals before the review

Get a next step on every stalled deal in a pipeline before the weekly pipeline meeting.

Schedule follow-ups on stalled deals in the New business pipeline, due tomorrow.

Account executives

Put a next step on your deals

Book a follow-up call on each of your deals with nothing scheduled, biggest first.

Add a follow-up call to each of my open deals with no next activity, due in 3 days.

Sales operations

Enforce next-step discipline

Run it for any owner to make sure no open deal is left without an activity.

Find Priya Shah's open deals with no activity and propose a follow-up for each.

How it works

What PopdockAI does when you ask

You can name a pipeline, an owner and when follow-ups are due, and your AI assistant finds deals with no next step. Nothing is written until you confirm, and won or lost deals are never touched.

01

Ask

You optionally name a pipeline, an owner and when follow-ups are due.

Your AI tool

02

Find

It reads open deals and finds those with no open activity.

pipedrive-get-user
pipedrive-get-stage
pipedrive-get-deal
pipedrive-get-activity

03

Confirm

You see up to 25 deals by value and can drop or edit them.

No items found.

04

Schedule

It adds one follow-up per approved deal and reads each back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Pipedrive and one secure connection to your AI tool. No code, no exports.

get-data

pipedrive-get-user

Returns Pipedrive users with email, role, timezone, default currency and last login. Filter by name, email or active.
get-data

pipedrive-get-stage

Returns Pipedrive pipeline stages with their order, deal probability and rotten days. Filter by pipeline, name or active.
get-data

pipedrive-get-activity-type

Returns the activity types configured in Pipedrive and the keys used when scheduling activities. Filter by name or active.
get-data

pipedrive-get-deal

Returns Pipedrive deals with stage, pipeline, value, probability, owner and expected close date. Filter by status, stage, owner, organization, value range, expected close date range or title.
get-data

pipedrive-get-activity

Returns Pipedrive activities (calls, meetings, tasks, deadlines). Filter by due date range, type, done, assigned user, person, deal or subject text.
run-action

pipedrive-add-activity

Schedules an activity (call, meeting, task, email and more) in Pipedrive with a subject, type, due date, time and note, optionally linked to a deal, person or organization.
Read only.Nothing in Pipedrive Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Every open deal has a next step booked

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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