AgentPMT

Pipedrive Renewal Reminder & Retention Gifting: Tiered Cards and Gift Baskets Before Renewal Dates

Saves ~40 min

Details

Protect your recurring revenue with a proactive, multi-touch renewal play. This AI workflow watches the renewal and contract dates on your Pipedrive deals and accounts and runs a tiered gifting ladder as each renewal approaches — a thoughtful greeting card at 60 days, then a fruit basket or flowers at 30 days when engagement has gone quiet — while creating timed follow-up activities for the account owner so nothing slips. It personalizes every message from the contact's deal notes and logs each gesture back into the CRM. Ideal for subscription and SaaS renewals, customer retention, churn prevention, account management, customer success, and revenue teams who want a relationship-driven renewal cadence Pipedrive can't orchestrate on its own.

Tools In This Workflow

Workflow Steps

  1. 1List Deals with Renewal Dates
  2. 2Find Upcoming Renewals & Assign Tier
  3. 3Fetch Contacts, Addresses & Notes
  4. 4Choose Gifts & Write Messages
  5. 5Approve Renewal Gift Batch
  6. 6Mail 60-Day Renewal Cards
  7. 7Send 30-Day At-Risk Gift Baskets
  8. 8Log Gifts & Create Renewal Tasks
  9. 9Email Renewal Summary
Step 1 of 9
Tool1

List Deals with Renewal Dates

List customer/active deals along with their renewal or contract-end date (use the expected close date or a renewal custom field), value, currency, owner_id, linked person/org ids, and last activity date.

List Deals with Renewal Dates

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 6a286af08773e153162b82f0 ("Pipedrive Renewal Reminder & Retention Gifting: Tiered Cards and Gift Baskets Before Renewal Dates").

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