Ideas for Workflow Automations TUTORIAL

David Silva
David Silva Pipedrive Team Posts: 2 PIPEDRIVE TEAM
Pipedrive Team
edited August 2023 in Sales CRM #1

Hello Pipedriver 💎

If you would like to upskill your know-how on workflow automations, then these tutorials are for you! 

Along with some tips & tricks, I’ll share with you how to technically build 4 different automations that we have received your interest in:

1. When a Deal is Won - Move Deal to Another Pipeline:

https://pipedrive.hubs.vidyard.com/watch/UncPBsSzpAT64fGS2V6sBE

2. When a Deal is Won - Duplicate Deal to Another Pipeline (good to keep historical data for reporting purposes):

https://pipedrive.hubs.vidyard.com/watch/X616rdxymRMTDH42yBPniR

3. Once a Deal is Lost - Create a Follow-up Activity:

https://pipedrive.hubs.vidyard.com/watch/odMivLhtkYmcXKnNkKtV7W

4. Once a certain Follow-up Activity is Done - Create New Deal:

https://pipedrive.hubs.vidyard.com/watch/MMSw5krM6syhXuhr15gJMK