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.
Conversation example
Pulling the Pipeline view and comparing to last week's snapshot stored in memory...
Weekly Pipedrive Pipeline — Week of April 12 Open pipeline: €962k across 47 Deals (↑ €74k WoW) Weighted forecast (Q2): €318k Moved forward this week: - Willow & Co → Proposal Made (€24.5k) - Tanner Foods → Negotiations Started (€38k) - Ferris & Co → Demo Scheduled (€19k) New Deals added: 6 (total €112k) Deals won: 2 (€47k combined) Deals lost: 1 (€15k — 'price') Stuck > 14 days: - Linden Labs (Proposal Made, 19 days) - Cascade Energy (Negotiations, 27 days — at risk) - Acme Holdings (Demo Scheduled, 16 days) Rep leaderboard (MTD won): 1. Jamie Okafor — €62k 2. Priya Shah — €44k 3. Ravi Menon — €28k Full report stored to memory for next week's comparison.
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.
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.
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.