AgentPMT

Pipedrive At-Risk Deal Rescue: Auto-Send Flowers & Gift Baskets to Stalled High-Value Accounts

Saves ~1 hr

Details

Automatically win back stalled, high-value Pipedrive deals before they go cold. This AI sales workflow scans your CRM for your most valuable open deals and key accounts with no activity in the last N days, ranks them by deal value, and sends a perfectly chosen physical gift — a handwritten greeting card, a fruit basket, or fresh flowers — scaled to the size of the relationship. It reads each contact's deal notes to personalize the card message and avoid preference and allergy missteps, ships to their address, logs the gesture as a Pipedrive note and follow-up activity, and alerts the deal owner. Ideal for account-based selling, customer retention, churn prevention, pipeline re-engagement, VIP client management, and revenue teams who want to revive aging deals with a human touch Pipedrive can't automate on its own.

Tools In This Workflow

Workflow Steps

  1. 1List Open Deals
  2. 2Select At-Risk VIP Deals
  3. 3Fetch Contacts, Addresses & Notes
  4. 4Choose Gifts & Write Card Messages
  5. 5Approve Gift Batch
  6. 6Mail Greeting Cards
  7. 7Send Flowers & Fruit Baskets
  8. 8Log Gestures & Create Follow-ups
  9. 9Email Summary to Sales Lead
Step 1 of 9
Tool1

List Open Deals

List open deals, oldest-updated first. Return each deal's id, title, value, currency, owner_id, linked person and organization ids, update time, and last/next activity dates so we can spot high-value deals that have gone quiet.

List Open Deals

Frequently Asked Questions

How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

Install commands

npm install -g @agentpmt/mcp-router
agentpmt-setup

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

Hosted MCP config

{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}

View MCP Connection Instructions for more details.

How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

Agent prompt

Call the AgentPMT-Workflow-Skills tool with action 'get_workflow_skill' and skill_id 6a2869e08773e153162b82ea ("Pipedrive At-Risk Deal Rescue: Auto-Send Flowers & Gift Baskets to Stalled High-Value Accounts").

Looking for help integrating AI into your business? Set up a free consultation.