![]() Once you save your automation, it will be listed on the automation list view. Once you have made all of your choices and designed your automation, click the “ Save” button to finalize your automation. If you want to trigger an email from your own email address, you will have to set up your own automation. However, the email will always be sent from the user who created the automation. Note: You can set up an automation that sends out emails to be triggered by any user in your account through the email sync feature. You are able to choose action types that are specific to each option. When defining your action, you can choose between default options – person, organization, lead, deal, activity, email, notes, campaignsand project – as well as integrations – Slack, Microsoft Teams, Trello and Asana. This can be another condition or your action event. Here, you can define under what circumstances your automation will trigger.Īfter saving your condition, click on the plus sign " +" to choose your next step. With the trigger event in place, you will then have an option to apply a condition (or conditions) to your trigger. Once you have chosen the trigger type and the trigger event, click the “ Apply trigger” button. When configuring your trigger, you can choose between six options – deal, person, activity, lead, organization, and project – with three options of what event relating to that item will trigger the automation – creation, updating, or deletion. You will see a sidebar where you can choose the item and event that will trigger your automation. To begin designing your automation, click the “ Add trigger” button. The automation description can be 200 characters long. Note: The automation name can be up to 120 characters long. This can be the creation, updating, or deletion of a person, organization, activity, or deal in Pipedrive, or the sending of an email from the email address synced to your Pipedrive account. The action event is the “then” part of an if-then equation: Once the trigger event has occurred, this is the action you wish to take place.This can be the creation, updating, or deletion of a person, organization, activity, or deal in Pipedrive. ![]() The trigger event is the “if” portion of an if-then equation: Before the automation occurs, this programmed action needs to occur.If you find yourself repeating the same administrative tasks in Pipedrive – scheduling the same activity after a deal has been moved to a specific stage in your pipeline – then it might be in your company's interest to automate those tasks, so you can concentrate on the important things that make your business thrive.Īutomations speed up your processes by automating tasks based on a trigger event chosen by you.Īutomations in Pipedrive are made up of two parts – a trigger event and an action event. Learn more about permission sets in this article. Note: Only global admin users in Pipedrive may create automations unless that permission has been enabled for other users' permission set in the company Pipedrive account.
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