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
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