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

> 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.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/pipedrive-renewal-reminder-retention-gifting-tiered-cards-and-gift-baskets-before-renewal-dates
Markdown URL: https://www.agentpmt.com/api/agent/workflows/pipedrive-renewal-reminder-retention-gifting-tiered-cards-and-gift-baskets-before-renewal-dates?format=agent-md
Updated: 2026-06-10T02:47:32.812Z
Author: firef1ie

---

Estimated time saved: 40 minutes.

## Tools

- Pipedrive
- Send a Custom Greeting Card
- Flower, Fruit Basket, Balloon Delivery
- Gmail

## Workflow Outline

1. 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,...
2. Find Upcoming Renewals & Assign Tier: Goal: Compute each deal's days-to-renewal and select the ones approaching renewal. | Inputs: Deals with renewal date, value, owner, last activity. | Outputs: JSON array 'runway', one object per selected deal: deal_id, p...
3. Fetch Contacts, Addresses & Notes: For EACH selected deal, get_record the deal + linked org/person for recipient name, phone, mailing address (org address preferred, else person), and list_notes for personalization...
4. Choose Gifts & Write Messages: Goal: Pick the gift and write a short personalized renewal message per deal, assemble shipping details. | Inputs: Per-deal tier, contact, address, hooks, constraints. | Outputs: JSON array 'gestures': deal_id, gesture_t...
5. Approve Renewal Gift Batch: Send a other request to a human. Review and approve the renewal gifting batch before anything ships: per deal you'll see the renewal date, contact, gesture, recipient addre...
6. Mail 60-Day Renewal Cards: For EACH approved gesture with gesture_type 'card' and address_found true: mail a custom folded card with card_message as inside_right_text, a tasteful appreciation front cover (f...
7. Send 30-Day At-Risk Gift Baskets: For EACH approved gesture with gesture_type 'flowers' or 'fruit_basket' and address_found true: search_products by category (product_category), get_order_total with product_code a...
8. Log Gifts & Create Renewal Tasks: For EACH deal in the batch: create_note recording the renewal-runway gesture sent (content, deal_id); then create_record an 'activity' follow-up task for the owner due a few days...
9. Email Renewal Summary: Email the account owner/sales lead (to:[..]). Subject 'Upcoming Renewals - gifts & tasks scheduled'. body_text lists each deal, renewal date, gesture, cost, and the follow-up task.

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