One question I get a lot is, “how can you change the automatic name that Pipedrive assigns to a deal”. While we can’t change this in the settings, we can auto-rename deal title using automation […]
All posts tagged Automation
In this episode of the Paul Minors Podcast, I interviewed a client of mine, Josh Krueger, all about his approach to automation and systemising your business. Josh is the founder and CEO of Dotcom Design, […]
In this video, I show you how to use rules in Asana to automate the flow of tasks in your projects. Rules run on a trigger-action system. So a triggers can be things like: New […]
Zapier has to be my all-time favourite automation tools. When used correctly it’s amazing just how much time it can save you throughout the day.
Over the last few years of writing this blog and recording my podcast, I’ve repeated myself more than a few times. In this post, I’d like to consolidate all the most common advice I seem […]
In this video, I show you how to use the Zapier Parser. This is a great tool you can use to get emails into Zapier and extract bits of information so you can use the […]
I hear from people all the time who are confused about which tools to use and how they all fit together. In this day and age, most of us rely on a collection of tools […]
In this video, I explain how to use the “deal rotting” feature in Pipedrive. This is a very useful feature for highlighting deals you may have forgotten about. Learn how to set up rotting and […]
In this video, I’ll show you the kinds of things you can automate in Pipedrive. One of the most common reasons people reach out to me is to get help with automation. But most people […]
When the team at Zapier reached out to me and asked if I’d like to interview the CEO, Wade Foster, I was like: “Um, heck yeah!”.