How do I add a new automation rule in Pipedrive? | Scribe

How do I add a new automation rule in Pipedrive?

If you are a sales manager or team leader, you may want to know how to add a new automation rule in Pipedrive in order to streamline your sales process and ensure that tasks are completed in a timely manner. Automation rules can help you automate repetitive tasks, such as sending follow-up emails or assigning tasks to team members, so that you can focus on more important tasks. Knowing how to add a new automation rule in Pipedrive can help you save time and increase efficiency.
Created by Ghostwriter from Scribe | 7 steps
Click the “Create Rule” button.
Select the type of rule you want to create from the drop-down menu.
Enter a name for the rule in the “Name” field.
Select the conditions for the rule from the drop-down menus.

Ghostwriter made this Scribe in 13 seconds.

Message sent!
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe