Auto-Archive Stale Deals
Automatically move deals with no activity to a cleanup stage after 30 days
Pipedrive deals accumulate over time. This automation scans for deals with zero activity (no calls, emails, notes) for 30+ days and moves them to a 'Stale' or 'Follow-Up Needed' stage. Keeps your pipeline clean and your team focused on hot deals.
Long-dormant deals clutter your Pipedrive pipeline and distract your team. Without automated cleanup, sellers manually review months of stale opportunities—a tedious, inconsistent process. This automation runs daily, checking each deal in your active pipeline for the last activity timestamp. Any deal with 30+ days of inactivity is automatically moved to a 'Stale' stage (or custom stage of your choice). Optionally, it also notifies the deal owner via email, giving them a chance to re-engage or close it out. You configure the inactivity threshold (default 30 days) and the destination stage. The automation respects custom fields—e.g., 'Do Not Auto-Archive' checkbox skips high-priority holds. Example: Your team has 200 deals in pipeline. This automation finds 47 with zero activity for 30+ days, moves them to 'Stale,' and emails the owners. Your active pipeline is now 153 hot deals, making daily reviews 30% faster.
How it works
- Nora queries all deals not in terminal stages (Won/Lost)
- Checks each deal's last activity timestamp
- Identifies deals with no activity for 30+ days
- Moves those deals to a 'Stale' or custom stage
- Optionally notifies deal owners of the move
- Logs archived deal count for audit trail
Frequently asked questions
What does "Auto-Archive Stale Deals" do?
Pipedrive deals accumulate over time. This automation scans for deals with zero activity (no calls, emails, notes) for 30+ days and moves them to a 'Stale' or 'Follow-Up Needed' stage. Keeps your pipeline clean and your team focused on hot deals.
How long does setup take?
Under 5 minutes. Connect your tools and Nora handles the rest.
Which tools does this use?
Uses Pipedrive, run by your Sales Manager.
How much time does this save?
Saves approximately 2 hours/week, running daily at 6am.