Getting started with Pipedrive’s Workflow Automation [VIDEO]

Pipedrive's Workflow Automation feature helps you to automate simple deal updates and follow ups 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. And once you get started with Workflow Automation, you'll quickly find all sorts of uses for it.

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

Need help setting up Pipedrive and optimising it for your business? Join my Master Pipedrive program!