n8n Workflow: Pipedrive Open Deals Next Activities + Slack

Keep every open Pipedrive deal moving—with the right next activity, automatically

This n8n workflow checks your Pipedrive open deals each weekday morning (or on demand), finds “next activities” due within a defined horizon, creates follow-up activities when they’re missing, and posts a clear run summary to Slack via incoming webhooks.

What this workflow does

• Runs on schedule or trigger: executes at 07:00 on weekdays, or when manually triggered.
• Loads configuration: stages, activity rules, horizon/caps, and notification webhook settings.
• Connects to Pipedrive (or uses a demo pipeline): reads open deals, activities, and deal field definitions via the Pipedrive API when configured.
• Protects against sensitive field usage: scans Pipedrive deal field names for PHI-like terms, blocks those fields from being read, and can stop the run if configured to use a clinical-like field.
• Evaluates deal status: detects deals with unfinished activities due within the horizon and flags uncovered, parked too far out, overdue, stale, or grace-period cases.
• Creates the appropriate follow-up: stage-based next activities, re-engagement activities for inactive partners, or escalations for overdue items (avoiding simple stacking). It can skip work in grace periods or enforce a daily cap.
• Writes results back to Pipedrive: in write mode, it creates activities and records success/failure per deal.
• Reports to Slack: posts a run summary (and optional escalations) through Slack incoming webhooks.

Use cases

• Ensure open deals in Pipedrive always have a timely “next activity” before reps move on.
• Automate re-engagement when partners go inactive.
• Escalate overdue deals instead of letting tasks pile up.
• Give sales ops a daily Slack digest of coverage metrics and deal decisions.

Technical details

• n8n integrations/nodes: http request (Pipedrive API + Slack incoming webhooks), if, code, merge, no op, and helper nodes like sticky note.
• Workflow outputs: per-deal decisions, coverage metrics, and Slack run summary notifications.