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Getting started with Automations
Learn how to automate tasks in Pipedrive by setting up workflows with triggers, conditions, actions, and time delays. This tutorial walks you through the basics of creating an automation, from defining triggers to scheduling actions, so you can streamline processes and save time. Start building your own automations and let Pipedrive handle repetitive tasks for you!
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Automatic Assignment
5 mins
Custom field to trigger automation
5 mins
Date-triggered automation
4 mins
Set up automations for other users
4 mins
Set up your first automation
4 mins