How to track lost deals in Pipedrive directly in items is an automation tool that lets you automate actions across Pipedrive,, and many other apps. In this guide, we'll show you how to automatically run the “create item” action in for each deal lost in Pipedrive using
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Create your playbook and set the Pipedrive trigger as "Deal lost"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Deal lost" under Pipedrive. This will allow your playbook to automatically detect the deals that lost in Pipedrive and initiate necessary actions.

If this is your first time using a Pipedrive integration in, a prompt will guide you through the connection process.


Add the "Create item" in automation

Integrate the automation into your playbook to ensure the prompt creation of a new item on a specific board for each deal that is lost in Pipedrive.

Click the "Add step" button, then locate the "Create item" automation for and input the mandatory and relevant details.

If your account isn't already connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your account.


Activate your playbook

Activating your playbook is the final step to automate the creation of a new item on a specific board in Once turned on, it will respond to each lost deal in Pipedrive by creating a corresponding item to a specific board in without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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