Two Essential Pipedrive Automations to Boost Your Sales Workflow

Liz (Ops Designed)
Liz (Ops Designed) Member Posts: 225 VERIFIED MEMBER
Fourth Anniversary 100 Comments 5 Answers 25 Likes
edited May 6 in Workflow Automation #1

We love those two straightforward yet impactful automations in Pipedrive that have significantly improved our team's efficiency.​

  1. Automated High-Priority Activity Creation for New Deals
    Whenever a new deal is added, an activity is automatically created and assigned to the deal owner. This ensures that no new lead goes unnoticed and that follow-ups are timely.
  2. Recurring Activities Setup
    For ongoing client engagements, I've set up recurring activities to maintain consistent communication. This automation helps in nurturing long-term relationships without manual tracking.

I've documented the step-by-step process of setting up these automations in a video tutorial, which also includes customizations tips to tailor the workflows to your specific needs.

If you interested in more customizations - check on our YouTube channel and descriptions for more tips.

https://youtu.be/a4r9W1BbzHo?feature=shared
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