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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.

Select the action for the rule from the drop-down menu.

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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.

How do I add a new automation rule in Pipedrive?