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Getting started with Automations
This tutorial introduces you to the basics of automations in Pipedrive, showing how to create workflows using triggers, conditions, actions, and time settings. You'll see how automations can handle tasks like sending follow-up emails or updating deal statuses—all based on specific events or schedules. With a step-by-step example and practical tips, you’ll learn how to build your first automation from scratch. By the end, you’ll be ready to explore templates and start automating your daily tasks with confidence.
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