Skip to main content

Workflow Automation
Workflow Automation
  • Hit "Follow" to always stay posted. ↗️
  • Discuss Workflow Automation, its benefits, tips and tricks to make the most of automated actions in Pipedrive.
53 questions
816 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics and join channels in the Community.

Workflow automations for multiple pipelines - how to?

Hola, new user here - how would I set up WFA for multiple pipelines? Are the WFAs pipeline-agnostic or can I set up automations to only operate in some pipelines and not others? I'm thinking of emails triggered when person/deal moved from one pipeline stage to another, but these would have different email templates depending on the pipeline (same stages used in each pipeline tho).



Renat Gabitov
Delegating boring work to the machines

Gmail + Pipedrive

Is anyone using the Gmail add-on?

I saw many folks got confused about installing it! 

It's a Google Workplace Marketplace app (NOT an extension), so it shows under "apps" in your Gmail. 

I've just recorded this quick video overview of the integration. Hope you enjoy it!