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Workflow Automation

Asked a question 2 years ago

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

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Liked by Paulo

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I use automation to always add the same set of (5) 'base' products (step 1 to step 5) when a deal is created. In some ... call to always use the same structure?

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?

Workflow Automation: Trigger Workflow by button in Deal/Contact/Organization

Is there a way to setup an automation which pulls the organisation label through as the deal label once created? and second point is there a way to mass update organisation labels?

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

By chance would anyone know if it is possible to use Pipedrive's automation to add someone as a follower to a deal if that person is assigned a task linked with that deal?

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Asked a question 2 years ago

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