Workflow Automation

Integration & Automation intermediate

Workflow automation means automatically triggering recurring sales steps in Pipedrive based on defined rules – following the principle of 'when X happens, do Y'.

Workflow automation in Pipedrive handles routine tasks without manual effort. A trigger such as "deal moves to a new stage" kicks off one or more actions – for example sending an email, creating an activity or updating a field.

This saves your team time, avoids slip-ups and ensures no step in the process is forgotten. More complex scenarios can additionally be built via the API or integrations.