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Automations
Learn the basics of workflow automation with Pipedrive veteran James Campbell. In this tutorial, you'll learn to automate daily tasks to streamline the sales process across your team, minimize human error and save yourself shiploads of time.
What you'll learn:
Get started with automation templates
Set up custom automations from scratch
Permissions for templates
Examples and use-cases
Suggested
Empfohlen
Sugerencia
Suggestion :
Sugerido
Automatic Assignment
5 mins
Custom field to trigger automation
5 mins
Date-triggered automation
4 mins
Set up automations for other users
4 mins
