# Pipedrive At-Risk Deal Rescue: Auto-Send Flowers & Gift Baskets to Stalled High-Value Accounts > 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. Content type: workflow Source URL: https://www.agentpmt.com/agent-workflow-skills/pipedrive-at-risk-deal-rescue-auto-send-flowers-gift-baskets-to-stalled-high-value-accounts Markdown URL: https://www.agentpmt.com/api/agent/workflows/pipedrive-at-risk-deal-rescue-auto-send-flowers-gift-baskets-to-stalled-high-value-accounts?format=agent-md Updated: 2026-06-10T02:46:49.086Z Author: firef1ie --- Estimated time saved: 60 minutes. ## Tools - Pipedrive - Send a Custom Greeting Card - Flower, Fruit Basket, Balloon Delivery - Gmail - All Email Actions ## Workflow Outline 1. 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... 2. Select At-Risk VIP Deals: Goal: From the open deals, select the high-value deals that have gone quiet and assign each a gift tier. | Inputs: The list of open deals with value, currency, owner_id, linked person/org ids, update time, and last acti... 3. Fetch Contacts, Addresses & Notes: For EACH candidate in the shortlist: get_record the deal and its linked organization and person to obtain recipient name, phone, and mailing address (prefer the organization addre... 4. Choose Gifts & Write Card Messages: Goal: For each enriched candidate, choose the exact gift and write a short personalized card message, then assemble shipping details. | Inputs: Per-candidate gesture_tier, contact, mailing address, personal hooks, and g... 5. Approve Gift Batch: Send a other request to a human. Review and approve this week's VIP gift batch before anything ships. For each deal you will see the contact, gesture type, recipient addres... 6. Mail Greeting Cards: For EACH approved gesture whose gesture_type is 'card' and address_found is true: mail a custom folded greeting card via the send action. Put card_message as inside_right_text (ma... 7. Send Flowers & Fruit Baskets: For EACH approved gesture whose gesture_type is 'flowers' or 'fruit_basket' and address_found is true: (1) search_products by product_category to pick a product_code within the ti... 8. Log Gestures & Create Follow-ups: For EACH candidate that received a gift or card: create_note on its deal recording the gift type, card message, recipient, and order id/total; then create_record an 'activity' fol... 9. Email Summary to Sales Lead: Send a summary email to the sales lead. Subject 'VIP At-Risk Rescue - gifts sent this week'. body_text lists how many deals were rescued, total spend, and a per-deal line (deal, c... ## 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: ``` 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: ``` { "mcpServers": { "agentpmt": { "type": "streamable-http", "url": "https://api.agentpmt.com/mcp", "headers": { "Authorization": "Bearer ", "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}" } } } } ``` [View MCP Connection Instructions](/docs/mcp-reference/connection) 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. > 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").