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Workflow Automation Templates

Note: The Workflow Automation feature is one of the useful features of Pipedrive’s Advanced, Professional, and Enterprise plans. To learn how to switch plans, click here.


In sales, as in life, time is the most valuable resource we have. Pipedrive's Workflow Automation Templates help you preserve this resource, by making it even easier to automate certain tasks in your sales process. These templates serve as ready-made workflows which can be implemented quickly and with minimal effort, allowing you to use your time on what matters. 

Templates are also a great way for you to get comfortable and proficient with our Workflow Automation feature if you're new to Pipedrive.  

To access the templates, go to Automation > Templates in your Pipedrive account.

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Using Templates

From the Workflow Automations page, click All templates to reveal available ready-made automations, curated by type. Find the process you wish to automate from this selection and click on the template to begin configuring your chosen workflow.

The Template set up dialog will ask for all the details the Automation requires. Simply make your selections and click continue. All fields are mandatory unless marked as (Optional).

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The next prompt allows you to select who can trigger this workflow, set the workflow to active, and to give the workflow a distinct title. If you want to add more specificity or actions to the workflow, click keep editing, otherwise click save.

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Once saved, your workflow is active and you can get back to doing what you do best, assisted by your new time-saving automation.

All Template created workflows can be edited from the Workflow Automation page at any time. If you create the workflow, the workflow will appear in the 'Created by me' section. Workflows created by colleagues will appear under 'Created by others'. Workflows created by templates will behave just like the workflows you create from scratch. 


Available Templates

Pipedrive offers 18 pre-made workflow automation templates, categorized by their action. Displayed on each template is an estimate of the time you'll save using the automation for every 50 manual instances of the same action. Each of these powerful templates allows for customization within the template, and additional customization once completed. 


Create activity

  • Every time a new person is added, create an activity
    Useful for reminding yourself to qualify any new contacts as soon as you add them to Pipedrive.
  • Every time a new person is added, create a deal and create an activity:
    Useful for converting any new contacts into potential sales with a scheduled first call or event as soon as you add them to Pipedrive. 
  • Every time a deal is added, create an activity and send an email:
    Useful for scheduling an initial activity and either emailing the prospect or alerting your colleagues every time a new prospect is added. 
  • Every time a deal is added, create an activity:
    Useful for following up on any new prospects automatically. 
  • Every time a deal is moved to a new stage, create an activity:
    Useful for automatically adding a specific activity as soon as your prospect progresses to a certain point in your sales process. 
  • Every time a deal is moved to a new stage, create an activity and send an email:
    Useful for automatically adding a specific activity as soon as your prospect progresses to a certain point in your sales process, and communicating this progress with that prospect or with your colleagues. 
  • Every time an activity is marked as done, create a new activity:
    Useful for creating follow up activities automatically. 
  • Every time an activity is marked as done, create a new activity and send an email
    Useful for creating follow up activities automatically, and sending an email articulating the next steps. 
  • Every time an activity is marked as done, move deal to a new stage and create an activity:
    Useful for progressing deals when you complete an activity, progressing a deal to the next stage, and automatically creating a follow up. 


Send email 

  • Every time a new person is added, send an email:
    Useful for welcoming new contacts or alerting colleagues that a new contact has been added. 
  • Every time a deal is added, create an activity and send an email:
    Useful for scheduling an initial activity and either emailing the prospect or alerting your colleagues every time a new prospect is added. 
  • Every time a deal is added, send an email:
    Useful for welcoming a new prospect or alerting colleagues that a new prospect has been added. 
  • Every time a deal is moved to a new stage, send an email:
    Useful for automatically moving a deal forward by sending an email specific to a certain part of your sales process to your prospect or your colleagues. 
  • Every time a deal is moved to a new stage, create an activity and send an email
    Useful for automatically adding a specific activity as soon as your prospect progresses to a certain point in your sales process, and communicating this progress with that prospect or with your colleagues. 
  • Every time an activity is marked as done, send an email:
    Useful for following up on an activity like a phone call or a meeting with an email summarizing the next steps. 
  • Every time an activity is marked as done, move deal to a new stage and send an email
    Useful for creating follow up activities automatically, progressing a deal to the next stage, and sending an email articulating the next steps. 
  • Every time an activity is marked as done, create a new activity and send an email
    Useful for creating follow up activities automatically, and sending an email articulating the next steps. 
  • Every time a deal is won, send an email:
    Useful for sending an email after a completed sale to the client congratulating them on their decision to purchase, or alerting the team that a sale is closed. 
  • Every time a deal is lost, send an email:
    Useful for alerting the team that a sale was lost, or telling potential clients that they're always welcome back should they ever reconsider. 


Add deal

  • Every time a new person is added, create a deal:
    Useful for converting every new contact into a potential sale. 
  • Every time a new person is added, create a deal and create an activity
    Useful for converting any new contacts into potential sales with a scheduled first call or event as soon as you add them to Pipedrive. 


Move deal to stage

  • Every time an activity is marked as done, move deal to a new stage and send an email
    Useful for creating follow up activities automatically, progressing a deal to the next stage, and sending an email articulating the next steps. 
  • Every time an activity is marked as done, move deal to a new stage and create an activity:
    Useful for progressing deals when you complete an activity, progressing a deal to the next stage, and automatically creating a follow up. 
  • Every time an activity is marked as done, move deal to a new stage:
    Useful for progressing deals forward through your sales process when you've completed a certain task with your contact.

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