Pipedrive
Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.
How it works
1. First click on the "Tools and apps" button in the left sidebar
2. Then click on "Automations" in the Tools menu
3. Next click on the "Automation" button in the top toolbar
4. Add an "Event trigger" for your automation
5. Next is to add a "Condition" for your automation
6. Then add an "Action" to complete your automationsecond dropdown
7. Click "Apply conditions" button to confirm the settings for your action
8. Finally click "Save" button to complete setting up the automation
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Why should you use this feature?
Pipedrive is a dynamic sales management tool designed to streamline your sales process and boost productivity.
Creating automations in Pipedrive allows users to effortlessly manage repetitive tasks, freeing up valuable time to focus on more essential activities.
This feature enhances efficiency by ensuring consistent follow-up actions and reducing human error, thereby maximizing the potential of a seamless workflow.
Ultimately, automations in Pipedrive provide a significant boost to your team’s productivity, allowing for a more strategic approach to sales management.
Last update
December 15, 2025
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