Getting started with Pipedrive's Workflow Automation

UPDATED VIDEO -    • Pipedrive Automation:  Getting Started Tut...   Need help with Pipedrive? Book a 30-minute introductory call to learn more about our consulting service » https://minorco.com/pipedrive Pipedrive's Workflow Automation feature helps you to automate simple updates, follow up and processes in Pipedrive throughout your sales journey. It works on a trigger - action system, similar to other automation tools like Zapier. If you're not sure where to start, I recommend setting up an automation to create activities when a deal moves from one stage to the next. So when you move a deal, Pipedrive tells you (and your sales team) what to do next. This is a simple workflow that everyone can apply to their sales process. For more advanced automation and to connect Pipedrive with third-party tools and services, you'll need to use Zapier. Timestamps: 00:00 - Introduction 00:43 - What is Workflow Automation? 01:50 - Demo: Creating an activity when a deal moves stage 03:05 - Adding 'trigger' 03:44 - Adding a 'condition' 05:41 - Adding an 'action' 11:00 - Example workflow automations 15:00 - Using Zapier for advanced automations Sign up to Pipedrive using my partner link and get an extended trial: https://minorco.com/affiliate/pipedrive Request a quote! Purchase your Pipedrive licenses through MinorCo and receive the best price on your subscription + complimentary support: https://minorco.com/pipedrive-request... Want to take full advantage of Pipedrive? Sign up to our Master Pipedrive support program and take Pipedrive to the next level » https://minorco.com/pipedrive Sign up to my newsletter to get regular tips and videos on how to use Pipedrive better » https://minorco.com/newsletter