Kütüphane / CRM ve Satış Hattı
CRM ve Satış Hattı
Sonraki aktivitesi olmayan Pipedrive fırsatlarına aktivite ekle ve Slack'e özet paylaş
Açık her Pipedrive fırsatında planlanmış bir sonraki aktivite olup olmadığını kontrol eder, olmayanlar için oluşturur ve sonuçları Slack'e bildirir.
Ne yapar
## 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.
Adımlar
- 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
Toplam 29 adım.
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