Does anyone know the best video or article to understand the logic around completing your workflow a
Geoff Wilkie Posts: 27
edited July 2022 in Workflow Automation #1
Does anyone know the best video or article to understand the logic around completing your workflow automation? I sometimes find this is where my workflows break down. Thanks
Brian Quade Posts: 14edited July 2022 #2
Geoff, what are you trying to do? I've created a handful of workflow automations that help simplify common tasks that I, or a team member were having to do on every deal such as changing owner based on specific criteria, or adding follow up reminders on new deals created etc...
I used the video here: https://support.pipedrive.com/hc/en-us/articles/360000943985-Workflow-Automation
and also reviewed templates here to learn more as I was making mine. https://support.pipedrive.com/hc/en-us/articles/360001883277-Workflow-Automation-Templateshttps://support.pipedrive.com/hc/en-us/articles/360000943985-Workflow-Automation0