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Workflow Automation

Asked a question 7 months ago

Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?

Liked by Jean Pagan

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Is there a way to use automation to connect a product to a deal?

Would you find the branching possibility in the workflow automation usefull ? For example, have the possibility to setup ... an activity, else send an email".

It would be really nice to be able to classify the automation because we will be able to manage them properly. Especially when we have up to 10-15-30 automations :)

Edit deal stage based on activity in contact Hi, I'm trying to make an automation in Pipedrive but it doesnt ... is not linked to the deal. Any ideas?

How do one create a sequence of actions/tasks using workflow automation? If a deal gets moved to a stage, the team ... previous task in the workflow is done?

The important fields function in Pipedrive is really nice. Has anyone found a way to create an automation to send e-mail ... required. Thanks for any ideas/support.

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Asked a question 7 months ago

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