How to configure deal rotting alerts on Pipedrive

intermediate 8 min read Updated 2026-03-18

Quick Answer

Deal rotting alerts in Pipedrive help you identify stagnant deals by sending notifications when deals haven't been updated within a specified timeframe. Configure these alerts through the Insights section by setting up rotting deal notifications and customizing the time thresholds for each pipeline stage.

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Prerequisites

Active Pipedrive account with admin or user permissions
Access to Pipedrive's automation features
Understanding of your sales pipeline stages
Knowledge of your typical deal cycle duration

Step-by-Step Instructions

Navigate to Insights section

Log into your Pipedrive account and click on Insights in the main navigation menu. From the dropdown, select Reports to access the reporting dashboard where deal rotting settings are configured.

Make sure you have the necessary permissions to access Insights and modify notification settings.

Access Deal Rotting settings

In the Reports section, look for the Deal Rotting option in the left sidebar or use the search function to find it. Click on Deal Rotting to open the rotting deals configuration page.

Set up rotting timeframes

Click on Settings or the gear icon in the deal rotting view. Here you can define what constitutes a 'rotting' deal by setting the number of days of inactivity. Set different thresholds for each pipeline stage - for example, 7 days for early stages and 14 days for closing stages.

Consider your average deal cycle length when setting timeframes - shorter cycles should have shorter rotting periods.

Configure notification preferences

Navigate to Settings > Personal preferences > Notifications. Look for Deal notifications section and enable Rotting deals alerts. Choose whether to receive notifications via email, in-app notifications, or both.

Start with weekly notifications to avoid being overwhelmed, then adjust frequency based on your needs.

Set up automated workflow (optional)

Go to Tools & apps > Workflow Automation and click Create workflow. Set the trigger as Deal matches conditions and add condition Deal is rotting. Configure actions like sending emails to deal owners or updating deal fields with Rotting labels.

Use automation to assign rotting deals to managers or create follow-up activities automatically.

Customize deal owner notifications

In the workflow automation, add action Send email and configure it to notify the deal owner. Include relevant deal information like {{deal.title}}, {{deal.value}}, and {{deal.stage}} in the email template. Set the email subject as something like Action Required: Rotting Deal Alert.

Include a direct link to the deal in the notification email for quick access.

Test and activate alerts

Save your workflow and set it to Active. Test the configuration by temporarily reducing the rotting timeframe to 1 day on a test deal, then wait to see if notifications are triggered correctly. Once confirmed, revert to your desired timeframes and monitor the system.

Document your rotting deal criteria and share with your team so everyone understands the alerting system.

Common Issues & Troubleshooting

Not receiving rotting deal notifications

Check your Personal preferences > Notifications settings and ensure rotting deals alerts are enabled. Also verify your email preferences and check spam folders.

Alerts triggering too frequently

Adjust the rotting timeframes in Deal Rotting settings to longer periods. Consider increasing early-stage timeframes from 7 days to 14 days or more.

Workflow automation not working

Verify the workflow is set to Active status and check the trigger conditions. Ensure you have proper permissions to create and manage workflows in your Pipedrive plan.

Wrong team members receiving alerts

Review your workflow automation Send email action settings. Make sure you're using {{deal.owner}} variable instead of fixed email addresses, or adjust the recipient conditions accordingly.

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