10 Time-Saving Pipedrive Automations
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I'm going to show you some real automations from my Pipedrive account that I use to save time during my sales process. My goal is for this video to give you an idea of what's possible with automation and how you may be able to use these features in your business.
0:00 - Introduction
1:03 - Deal Lost (No Show) » Send Email
3:31 - Deal Created in 'Prospect' » Create Follow up Activities
6:20 - Email Follow Up Activity Complete » Create Final Follow Up Activity
7:12 - 'Final Follow Up' Activity Complete » Mark Deal as Lost
8:30 - Deal Won (Pipedrive Subscription) » Update Org to 'Elite' » Create Renewal Deal
11:06 - 'Bundle' label added » Create Asana subscription deal
12:52 - Call (scheduled) Updated » Rename to 'Call: [NAME]'
14:01 - Deal Title Updated to contain 'Zapier' » Update 'Contractor' and 'Revenue Model'
15:15 - Deal Stage: "Ready to Proceed" (Pipedrive Subscriptions) » Create activities
16:29 - Deal created » Rename Deal
17:56 - Outro
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