Getting started with Pipedrive's Workflow Automation

Pipedrive's Workflow Automation feature helps you to automate simple updates, follow up and processes in Pipedrive throughout your sales journey. It works on a trigger - action system, similar to other automation tools like Zapier.

If you're not sure where to start, I recommend setting up an automation to create activities when a deal moves from one stage to the next. So when you move a deal, Pipedrive tells you (and your sales team) what to do next. This is a simple workflow that everyone can apply to their sales process.

For more advanced automation and to connect Pipedrive with third-party tools and services, you'll need to use Zapier.

Timestamps:
00:00 - Introduction
00:43 - What is Workflow Automation?
01:50 - Demo: Creating an activity when a deal moves stage
03:05 - Adding 'trigger'
03:44 - Adding a 'condition'
05:41 - Adding an 'action'
11:00 - Example workflow automations
15:00 - Using Zapier for advanced automations

[emilyuxui]

Hi Paul, could you make a video about the new project feature for the trigger in the automation? Thanks

[txvmpld]

Hi Paul - thank you very much for the nice video. I am very new both in Pipedrive as in Power Automate and would like to ask you if it is possible to extract basic data from Pipedrive to a word template by Power Automate - for example name, company and email of a specific deal?

[cvdcybe]

Does the number of days or delay set depend on the stage or it works with when the automation starts. For instance if I set a 2 day delay for my first automated email, if I want them to receive another email 3 days after this, do I enter 5 days delay in total or I create just 3 days?

[SimonH.-lsyo]

Hi Paul, am not sure if this will work - can a trigger get information right out of the next activity? Let´s say, I put a final activity that says 'if the client won´t respond until the day of the nex activity, then put the deal to 'lost'? Or would you rather recommend putting a label on that deal and then put a delay of e.g. 21 days and if the status hasn´t changed at all, just put it to 'lost'?
Thx very much in advance!

[shakermakr]

Hi Paul, could you please explain why email automation might not work well, specifically, why the email is being sent from a user's email who have created an email automation, rather than from the deal owner's email

[mrmfdlj]

Hi Paul. Thanks for this informative video. I just wanted to ask why my automation is not working. I've been testing it using my own email but I still don't receive the email that supposedly should be sent out to the email. My workflow is this:

New Contact Created > Label is Cold Lead > Notes contains (specific word) > send an email

I made sure I qualified for the criteria but when I turned on the automation I did not get any email. Please help!! thank you so much!

[XxStupendousManxX]

Hello Paul — do you typically lean towards a specific activity auto advancing a deal stage, or having the stage manually advanced?

[warrioradjusters]

Hi there can you make a video on Projects tap is it worth extra bucks?

[yacine.mp]

Hi There, nim trying to set a scenario on make to cerat a lead with an activity inside triggered by a calendly event. Succeeded creating borg but not together… help 😂😂😂