I would love to hear how others are using automations.

Mike Williams_11979
Mike Williams_11979 Member 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!

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  • Bernd Auer
    Bernd Auer Member Posts: 343
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited 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!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,089 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited 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 you :) 

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