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

How do I add a new automation rule in Pipedrive?

  • Grace Everwood |
  • 7 steps |
  • 13 seconds
  • PipedrivePipedrive
1
Go to [https://www.pipedrive.com/](https://www.pipedrive.com/)
2
Click the “Create Rule” button.
3
Select the type of rule you want to create from the drop-down menu.
4
Enter a name for the rule in the “Name” field.
5
Select the conditions for the rule from the drop-down menus.
6
Select the action for the rule from the drop-down menu.
7
Click the “Save” button.