Ideas for Workflow Automations TUTORIAL
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:
2. When a Deal is Won - Duplicate Deal to Another Pipeline (good to keep historical data for reporting purposes):
3. Once a Deal is Lost - Create a Follow-up Activity:
4. Once a certain Follow-up Activity is Done - Create New Deal: