10 Time saving workflows from my Pipedrive account

Paul Minors
Paul Minors Member Posts: 88
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edited February 23 in Workflow Automation #1

Getting started with automation in Pipedrive can be tricky if you’ve never set up a workflow before. Often clients we work with aren’t sure what’s even possible.

Here are 10 actual automations from my own Pipedrive account to show you what’s possible. Hope this helps if you're not sure how to get started!