Get Reminded in Email Before Pipedrive Renewals Are Due
This scans Pipedrive for contracts or subscriptions renewing soon and pings Email ahead of time with the account and value — so renewals are proactive conversations, not last-minute scrambles.
- 1
Step 1 — Schedule the check
Add a
Schedule Trigger(daily). - 2
Step 2 — Find upcoming renewals
Add a
Pipedrivenode returning records whoserenewal_datefalls within your window (e.g. next 30 days). - 3
Step 3 — Remind Email
Add an
Email Send(SMTP) node. Set the recipient, a clear subject, and build the body from the account name, renewal date and value. Add your SMTP credentials (or use Gmail).
Frequently asked questions
Multiple reminder windows?
Run the check for 30/14/7-day windows, or store a "reminded" flag per record so each threshold pings once.
Can I auto-create a renewal task?
Add a step that opens a task in Pipedrive (or your PM tool) assigned to the account owner alongside the Email nudge.
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