Pipedrive Workflow Automation Examples


Updated: December 27, 2022


A running list of workflow automation ideas for Pipedrive to improve your sales processes using automation tools like Zapier, Make, and n8n.

Introduction

I have created 100s of automation flows for my Pipedrive clients.


I am creating this page as a running list of automation ideas that anybody can use.


This article is also a part of a bigger topic: Setup tips for Pipedrive CRM, which I have covered in detail.


For some of these automation workflows, you will need a variety of tools/add-ons.



I have listed all the add-ons that play along well with Pipedrive.

Examples of Pipedrive Workflow Automation Examples

What can Pipedrive's Workflow Automation help you do? Using Pipedrive's in-built workflow automation capabilities, and automation tools like Zapier, Integromat, n8n, etc. you can supercharge your sales workflow automation by integrating Pipedrive with any other 3rd party application. Following are some Pipedrive Automation examples that I use for my Pipedrive clients.

Assign deals based on a criteria

Assign newly created deals to members of the sales team based on predefined criteria.

Assign deals based on location

Assign newly created deals to members of the sales team based on the enquirer’s geographic address.

Synchronize ownership of objects

Change person/organization ownership when deal ownership changes.

Streamline handover of deals

Create an activity for the new deal owner when a deal is reassigned.

Optimize the selling process

Create an activity for a new deal so you don’t have to leave the Activity view.

Create activities when deals move

Create a list of activities when a deal’s stage or status changes to emulate checklists.

Notify duplicate deals

Create activities to notify deal owners about wasted effort.

Cleanup irrelevant activities

Delete all open activities when a deal is lost or deleted.

Improve cross-app usage

Create clickable WhatsApp links for every new person.

Avoid having things falling through the cracks

Schedule follow-up activities for open deals without activities.

Acknowledge new enquiries

Send an email as soon as a new deal is created and when activities are marked done.

Set up selling cadence

Create a new activity when a previous activity is marked done.

Leads Assignment


Assign newly created deals to members of the sales team based on predefined criteria


There are many other ways to assign deals in Pipedrive.

Assign newly created deals to members of the sales team based on the enquirer’s geographic address

Streamline handover of deals


Create an activity for the new deal owner when a deal is reassigned

Reassign deals to another person when it reaches a certain stage

Change person/organization ownership when deal ownership changes

Optimize the selling process


Create an activity for a new deal so you don’t have to leave the Activity view

Create a new activity when a previous activity is marked done

Schedule the next activity in the engagement sequence


Move deals to the next stage when an activity is marked done


Create a list of activities when a deal’s stage or status changes to emulate checklists

Keeping the account clean


Schedule follow-up activities for open deals without activities

Notify the sales team about duplicate deals

Delete all open activities when a deal is lost or deleted

Send an email/SMS/WhatsApp when a new deal is created


Schedule the next activities at regular intervals


Move activities scheduled for the weekend or activities scheduled outside working hours

Third-party automation tools to take your Pipedrive Automation to the next level

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Frequently Asked Questions about Pipedrive Automation

Got a question? We've got answers. If you have some other questions, contact us using the contact form below.

Does Pipedrive offer Email Automation?

Yes. Even if risky, you can set up sales automation workflows in Pipedrive to send automated emails when any event like activity/deal/person is created/updated/deleted.

Can we delay actions in Pipedrive Automation?

The Delay feature in Pipedrive is still in beta. You can request access to the feature from the Product Manager through the Pipedrive community.

Does Pipedrive have Marketing Automation capabilities?

Pipedrive is now launching Campaigns, an email marketing module to its capabilities. Alternatively, you can use tools like Outfunnel, AutoPilot, or Make to integrate it with your favorite tools for marketing automation.

Can we set up email sequences or drip campaigns?

Yes, you can. It's also available at multiple levels of sophistication. You can send emails individually, send bulk emails, trigger emails when an event occurs, or integrate with email marketing tools like MailChimp, Klaviyo, SendinBlue, etc.

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