I would love to hear how others are using automations.
Mike Williams_11979 Posts: 2
edited July 2022 in Workflow Automation #1
Can't get my brain around how it would be useful in our business. Looking for ideas. We manufacture and sell materials to other manufacturers who use our products as a component in their products. We are looking at pipeline as a crm & an internal project tracking tool. Thanks!
Bernd Auer www.pd-experts.com Posts: 378edited September 2020 #2
Just a few automations we use:
- Email to the new owner of a deal with a link to it, if we change the owner (the same for organisations and contacts)
- A deal is duplicated from the sales to the after sales pipeline (in order to keep the statistics right)
- The dealname changes to "Company name - Product (custom field. Not the products from Pipedrive)"
- Activities with a checklist for several tasks
Looking forward learning about more best practices!0
Mike van der Valk Posts: 4,052edited September 2020 #3
@Mike Williams perhaps you can share some of the parts in your process that are always the same? Do you always repeat certain steps/actions in a specific stage of the pipeline etc... if you write that down here or visualize it for yourself then I'm quite sure there will be a few things there Pipedrive can automate for you0