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How to Automate Your Pipeline With Pipedrive Workflow Automation7 min read

Pipedrive Workflow Automation

How to Automate Your Pipeline With Pipedrive Workflow Automation

 

With Pipedrive workflow automation, you don’t have to spend your days filling out spreadsheets and writing emails to deal with your leads. Pipedrive handles sales admin for you, automatically creating deals and transferring ownership of deals as they progress through the pipeline.

When a deal reaches a new stage, you can even automate the creation of activities. This article will help you learn how to automate your pipeline and use Pipedrive’s workflow automation features to make your life easier.

Configuring triggers

If you’ve set up your pipeline in Pipedrive, you may be wondering how to configure triggers. Triggers are events that will happen when certain conditions are met. These conditions will be followed by an action event.

You can choose from one of six default actions or create your own. For example, you could set up an email to be sent when a particular activity is completed. Using the workflow editor, you can configure custom if-then conditional statements.

Once you’ve configured your triggers, you can add actions to Pipedrive workflow Automation. This feature allows you to automate repetitive tasks based on trigger events. Trigger events can include any Pipedrive action, including creating or updating a Pipedrive object.

For example, if a customer creates a new row in Google Sheets, Pipedrive can automatically add a new contact to that row. The same logic works with webhooks.

When you’re ready for Pipedrive Workflow Automation, configure activities to run whenever a new deal is made. This way, you can see which pipeline activities need to be completed before your sales team receives the new lead.

You can also choose to schedule a call based on specific criteria, including email addresses, phone numbers, and more. After a lead has been added to Pipedrive, you can easily set up a custom action for it.

You can also check out Gohighlevel for better workflow automation.

Creating workflows

Using the product Side View, you can further refine your context and quickly open details of a particular activity. This can make a huge difference in daily operations. Similarly, Pipedrive’s Activity Filter lets you search for data in an excel sheet and update the details when the data changes.

Pipedrive Workflow Automation offers the following features to simplify your workflow automation. Let’s look at them. Listed below are a few examples of how you can use Side View to make your job easier.

First, you can create custom workflows for your team. Pipedrive allows you to define triggers and define activities. You can specify subject matters and due dates for each activity. Once you’ve created a workflow, you can then define what actions should be taken next.

You can even create your own custom activities, too! You can even automate tasks within Pipedrive. It’s that easy! With Pipedrive workflow automation, you can assign tasks to specific people, rather than relying on a single person to do everything.

In addition to creating custom processes, Pipedrive Workflow Automation provides a number of standard templates. Pipedrive’s templates can be curated by type, allowing you to choose the most appropriate one.

Selecting a template will prompt you to specify the process details and choose the workflow title. You can then edit the process and set the due date. You can also create a custom process by adding custom fields and using the template as a guide.

Furthermore, you can also check out Drivecentric CR.

Triggers

The Pipedrive platform offers a wide variety of triggers for workflow automation. You can customize each trigger by providing a name and description for the automation. Once you’ve created a workflow, you can select a trigger item and customize the settings to suit your needs.

In addition to defining the action to be performed, Pipedrive triggers can also be triggered by events such as new deal submissions or customer purchases.

Using Pipedrive workflow automation allows you to automate any part of your pipeline. You can choose from one of five trigger types and three trigger events to automate specific activities.

Once you’ve defined a trigger, you can refine it further by defining conditions and the next step. For example, you can create a workflow to send an email notification to someone after a certain date, based on the new deal’s title and subject.

Creating a trigger for Pipedrive workflow automation is a breeze. Just choose a task or activity action. This can be as simple as creating a new Google Contact. Other triggers include activity matching a Pipedrive filter.

You can also create new notes. The options are nearly endless. You can customize each workflow step and create as much automation as you want! You’ll be amazed at how much you can automate with Pipedrive.

Action events

In Pipedrive workflow automation, you can trigger actions when contacts are added to or removed from selected lists. The action takes place when the person re-adds a contact to the list or when an incoming email or SMS message is received.

Actions in Pipedrive can be customized to perform different tasks. To use this feature, first, configure the trigger event in the Pipedrive application. Then, you can add actions in the selected third-party apps.

To configure an automation trigger, go to the top-right corner of a workflow. Choose “Action events” from the list and then click the checkbox next to the trigger you wish to trigger. In the list of triggers, you can select a condition that will activate the automation, or specify what will happen next.

You can also check your logic with the Pipedrive editor. Moreover, you can see which actions were triggered by other users and apply them to yourself.

When you create a new Pipedrive workflow, make sure that you select the trigger that is appropriate for your business. The trigger can be as simple as a deal being added to a certain sales pipeline stage.

Or, you can use an if-then logic to set a price or due date. This way, you can create custom workflows with the help of Pipedrive. The best part about Pipedrive workflow automation is that it is easy to create and edit.

Customizability

The Pipedrive user interface is intuitive and easy to use, which is especially useful for small businesses. Although it costs more than rival CRMs, Pipedrive is still more affordable than HubSpot, which focuses on marketing functionality rather than sales.

The most common complaints about the service include its limited functionality, lack of customization, and lack of support. However, this problem can be easily overcome with a paid subscription to Pipedrive.

The basic Pipedrive plan offers tools for managing contacts, organizations, deals, and visual pipelines. You can import data from other CRM systems or spreadsheets, as well as set up filters for pipelines. Custom fields and pipeline stages are also available for use.

Pipedrive also supports customizable reports, allowing you to track pipeline activity and create customized dashboards to display results. The customizability of the software further helps in identifying areas that need to be improved.

Some users complain about the lack of customizability, which may be a hindrance for small businesses. Users want better reporting and customization options. In addition, users would like to see social media integration and better accommodations for businesses that grow quickly.

If you’re considering Pipedrive, be aware that it’s not designed for big companies. While it’s suitable for freelancers and small businesses, it does have its limitations.

Using it in your business

Integrating your existing business apps with Pipedrive is easy, and it can save you time on repetitive work. Easily design interactive workflows, without writing a single line of code, and save yourself time on your daily tasks.

Pipedrive also integrates with QuickBooks, which can simplify invoicing and accounting. For more advanced workflow automation, consider Pipedrive for your business. Its integration with Trello and Asana also saves you time.

The pipeline view allows you to compare sales team performance over time. By using Pipedrive for sales, you can even create reports and export data in various formats, including Excel, PDF, and CSV. This is great for sales teams on the go.

Pipedrive also helps you track customer interactions to create actionable insights and drive sales. Once you start using Pipedrive, you’ll be amazed at how much time and energy you’ll save.

With Pipedrive, you can also define custom triggers, activities, and dates for each activity. For example, you can define a custom if-then conditional statement to create a trigger for a specific activity. Pipedrive will automatically calculate the deal amount based on those conditions.

You can then use that information to refine and fine-tune your workflows to your unique needs. There’s no need to write code to automate processes in Pipedrive.