Anniversary flash Sale
01 Hour 31 Min 55 Sec

Sign up to unlock this user flow

Or learn more

Screenshot of Creating an automation workflow on Pipedrive
  • Deals

  • Navigation menu

  • Automations

  • Create automation

  • Rename

  • Save

  • Labels

  • Create new label

  • Editor

  • Save

  • Search

  • Search results

  • Set up trigger

  • Select activities

  • Saved

  • Set condition

  • Select condition

  • Field selector

  • Select condition

  • Saved

  • Configure automation

  • Actions

  • Set action

  • Search

  • Saved

  • Saving

  • Edit automation

  • Automations

  • Edit automation

  • Save

  • Templates

  • Automations

  • Select template

  • Set action

  • Set trigger

  • Set duration

  • Select type

  • Edit subject

  • Set status

  • Set due date

  • Options

  • Select timezone

  • Automations

  • Configure automation

  • Save changes

  • Updated

  • Automations

  • Automation created

Page Flows demonstrates Pipedrive's Creating an automation workflow in a helpful user flow screen recording.