New: Workflow Automation 2.0 is live! (gradual rollout) 🦾🤖

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Inês Batata
Inês Batata Posts: 2,069 PIPEDRIVE TEAM
5 Likes First Anniversary First Answer Name Dropper
edited July 2022 in What's New #1
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WA 2.0: When the trigger is met the steps are executed sequentially, in top-down order.

For whom?

  • Advanced, Professional and Enterprise plan.
  • Gradual rollout starting May 12th

What can I do with it?

  • benefit from more user-friendly look and feel
  • create automated sequences
  • add custom due dates to Activity actions
  • use merge fields in Activity notes
  • duplicate and upgrade WA 1.0 workflows to the new 2.0 version


What's planned for the future?

  • Wait steps
  • Date-based triggers

 

🧠 Learn all about Workflow Automation from our Academy self-guided videos and our Knowledge Base tutorial in your preferred language.

 

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Comments

  • Martin Pfeiffer
    Martin Pfeiffer Member Posts: 29
    5 Up Votes First Comment
    edited August 2021 #2
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    Great news and eagerly awaiting date based triggers

  • Michael Newton_30936
    Michael Newton_30936 Member Posts: 8
    First Comment
    edited June 2021 #3
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    Any possibility you'd create branches? Would save having to replicate workflows for different outcomes

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