What?
Set up automated processes for your Leads, like engagement and qualification, as well as making sure you convert your Leads to Deals or archive them, free of manual admin work.
For whom?
Advanced plan and higher
How does it work?
You can now use Lead-related triggers and actions in Workflow Automations, and of course, workflow automation templates to help you get started!
Triggers:
- Lead created | Lead updated | Lead deleted
Actions:
- Create Lead | Update Lead | Delete Lead | Duplicate Lead
- Convert Lead to Deal | Convert Deal to Lead
🧠 Learn all about Workflow Automations:
- with this Pipedrive Academy video
- from this and other Knowledge Base tutorials
🔔 Follow the What’s New topic to get notified about all new release announcements.
