Smart Follow-Up Reminders for Stuck Deals
The agent watches your Pipedrive Deals for inactivity. When a Deal goes cold for more than 10 days, it pings you with context and a suggested follow-up message.
Conversation example
Scanning Pipedrive for Deals with no Activity in 10+ days...
3 cold Deals flagged: 1. Linden Labs — €42k — Proposal Made Last touch: March 31 (12 days ago) Context: waiting on CFO review, she was traveling 2. Acme Holdings — €18k — Demo Scheduled Last touch: April 1 (11 days ago) Context: demo slipped twice, champion went quiet 3. Brightloop — €27k — Qualified Last touch: March 28 (15 days ago) Context: priorities shifted to EU expansion Draft follow-up for Linden Labs: 'Hi Maya — hope CFO travel wrapped well. Wanted to check if there's anything I can share that would help the review. Happy to jump on a 15-min call this week.' Reply 'send all 3' and I'll push them.
More Pipedrive use cases
Pipedrive Deal Stage Alerts on WhatsApp
Every time a Deal moves stage in Pipedrive, the webhook fires and the agent posts a formatted alert to the right WhatsApp group — with deal value, owner, and new stage.
Update Pipedrive Deals from WhatsApp
Send the agent a plain-English message to update Deal value, stage, close date, or any custom field. Changes sync to Pipedrive instantly.
Daily Pipedrive Activity Reminders on WhatsApp
Every morning the agent pulls your due Activities for the day from Pipedrive and delivers a clean checklist to WhatsApp — calls, meetings, emails, tasks.
Weekly Pipedrive Pipeline Report
Every Monday at 9 AM, the agent delivers a weekly Pipeline snapshot — total weighted value, movement since last Monday, stuck Deals, and rep leaderboard.
Create Pipedrive Deals from WhatsApp
Spin up a new Deal with a Person and Organization by sending the agent one message. Every field — value, pipeline, stage, expected close — filled in from natural language.
Deploy this in minutes
Create a LunoGen agent, connect Pipedrive, and start running this workflow from WhatsApp today.