Bulk Deals or Leads creation via Custom fields & Automation
Stop wasting time on manual data entry! Discover how to automate lead creation and automate deal creation directly within your Pipedrive CRM.
This simple yet powerful technique uses custom fields and workflow automation to streamline your sales process and boost productivity. This method leverages a custom field to automatically trigger automation, initiating the creation of new leads or deals [00:05].
The video demonstrates the easy steps to set up a workflow automation in Pipedrive and create the necessary custom field [00:29]. You'll also see how to efficiently apply this automation to multiple contacts at once using bulk editing of the custom field [00:41].
Explore the various ways to customise your Pipedrive automation, such as automatically creating follow-up activities or setting the appropriate sales stage for new deals [01:36]. The key trigger for this automation is when a contact person is updated, based on a change in your designated custom field [01:48].
Learn how to automatically link the associated organisation and assign ownership when a new lead is created [02:06], and how to customise the lead title dynamically using information from the contact person, ensuring clarity and organisation [02:23].
Be mindful of any limitations on the number of active workflow automations and best practices for managing them efficiently, such as processing in batches if needed [01:21].
By implementing this Pipedrive automation, you can significantly reduce manual effort, improve data accuracy, and focus on what truly matters – closing more deals.
Watch the step-by-step video tutorial!