Bibliothek / CRM & Vertriebspipeline
CRM & Vertriebspipeline
Nächste Aktivitäten für nicht abgedeckte Pipedrive-Deals hinzufügen und Slack-Zusammenfassungen posten
Prüft jeden offenen Pipedrive-Deal auf eine geplante nächste Aktivität, legt dort, wo keine existiert, eine an und meldet die Ergebnisse in Slack.
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## 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.
Die Schritte
- Run it now
- Every weekday, 07:00
- config
- Pipedrive configured?
- [cred] Pipedrive - open deals
- [cred] Pipedrive - activities
- [cred] Pipedrive - deal fields
- read the pipeline
- STOP: demo pipeline
- one pipeline
- check the PHI boundary
- check every deal for a next activity
- anything uncovered?
- STOP: every open deal is covered
Insgesamt 29 Schritte.
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