How to Use Workflow Automation with Pipedrive | Email Workflows in Pipedrive - Software Horsepower

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Pipedrive is all in one sales platforms for growing business.WorkflowAutomation with Pipedrive is one of the features that allows to establish triggers throughout that automate certain repeatable actions. The three black dots on the dashboard below represents three options settings, tools and apps and workflow automation. Here are preset recipes, for automating the workflow. one can add the deal and create an activity also. The email will be sent once the deal is created and project is added. Pipedrive has options of few preset templates as well. With Pipedrive customize your workflow automation, name it and choose a trigger. Apply the trigger with condition and add to the portal. Choose an action, trigger it and click on deal. Choose Activity with options like time, duration etc. Choose the lead, add a new title, take action and save it. A new .WorkflowAutomation is created and activated. Customize or choose from the templates and automate workflow.

🔑Key Features:-

✅ Automation
✅ CRM
✅ Customization
✅ Email and communications
✅ Insights and reports
✅ Integrations
✅ Leads
✅ Privacy
✅ Processes, pipeline and activities


#apiintegration #pipedriveintegration #pipedriveworkflow #crmautomation #workflowautomation #workflowintegration #pipedriveworkflowintegration
#softwarereseller #softwarehorsepower

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