What it does
Monitors contract end dates in Pipedrive and notifies owners with renewal playbooks long before expiry.
Why I recommend it
Renewal reminders prevent last-minute scrambles and reduce churn.
Expected benefits
- Higher renewal rates
- Better forecasting of renewals
- Organised renewals pipeline
- Timely touchpoints for CS teams
- Reduced last-minute discounting
How it works
Daily check -> find deals/subscriptions with contract end date within SLA (e.g., 60/90 days) -> create renewal task, send Slack/email with customer health, ARR, contacts, and recommended next step -> optionally update stage or trigger workflow for legal/finance.
Quick start
Run manual report of upcoming expirations to show how many were missed previously, then pilot automation on one segment (top-tier accounts) before rolling out to entire pipeline.
Level-up version
Segment by ARR/segment, auto-create renewal opportunities + mutual success plans, trigger legal review for amendments, include health scores and usage trends, and escalate to exec sponsor if risk signals appear.
Tools you can use
CRM: Pipedrive
Automation: Pipedrive workflows, Zapier, Make
CS: Gainsight, Vitally, Catalyst for health data
Messaging: Slack, Email, SMS reminders
Also works with
HubSpot, Salesforce renewal alerts, subscription billing reminders.
Technical implementation solution
- No-code: Pipedrive workflow -> filter on “Contract end date” -> create activity, send email/Slack, update stage.
- API-based: Cronjob/Airflow -> Pipedrive API -> Slack/ClickUp tasks + renewal opportunity creation + logging to Airtable for tracking.
Where it gets tricky
Maintaining accurate contract dates (especially for multi-year or auto-renew deals), handling co-terminous agreements, coordinating cross-functional handoffs (legal, finance, CS), and avoiding duplicate reminders when multiple pipelines exist.
