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Workflow Automation
Workflow Automation
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  • Discuss Workflow Automation, its benefits, tips and tricks to make the most of automated actions in Pipedrive.
     
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Carlos Meireles
Consultor de Processos e TI

Oi Magno, creio que para ser mais assertivo na minha resposta, seria necessário conhecer um pouco sobre a estrutura do seu funil de vendas e tipos de produtos trabalhados. No entanto vou tentar ser breve e trazer aqui duas alternativas que parecem de alguma forma atender sua necessidade ou levá-lo a um pensamento criativo:

1. Criar automações que gerem atividades

  • Você pode parametrizar automações com condições vinculadas ao produto e à etapa. Dessa forma, seria criada uma atividade com conteúdo padrão (texto pré definido) na descrição.

2. Criar campos específicos para determinado grupo de produtos

  • Campos obrigatórios para determinada categoria... (More)

Workflow Automation - "Send email using template" - Use current user email

I have several automations with "Triggered by any user" enabled. 

This automations send an email with the "Send email using template". No matter who triggers the automation,  the email is always sent with my email (always uses the email of the user who created the automation).

I would like that the emails were sent using the current user synchronized email.

Workflow Automation Improvements

We are having a few issues with Workflow Automations that we'd like to address. I apologize if some of these issues are already being fixed, but this help center's search feature is not great...

  • We'd like the ability to create company-wide automations. In other words, if an employee leaves the company, the automations don't leave with them. The process now is cumbersome and very frustrating. I understand there is hesitation to have a company-wide automation for things like email-related automations, which is why I think it would be reasonable to limit the ability of company-wide automations. None of our automations... (More)

New: turn off Activity pop-ups for Workflow Automations 🙅

Why?

Currently Workflow Automations and auto-generated follow-up activity pop-ups are duplicating functionalities: they serve the same function of automating follow-up activities. 
 

How does it work?

Disable the follow-up activity pop-up when there is an active Workflow Automation that creates an activity.

 

For whom?

Advanced, Professional, and Enterprise plans with active Workflow Automations. 

Only Admin users can perform this action. All users' Workflow Automations will be affected.

 

Learn more: 

How can I disable the follow-up activity pop-up?

 

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