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Workflow Automation

Asked a question 11 months 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

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?

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?

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Asked a question 11 months ago

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