Automations

Опубликовано: 16 Июнь 2026
на канале: Pipedrive
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Learn the basics of workflow automation with Pipedrive veteran James Campbell.

In this tutorial, you’ll learn to automate daily tasks to streamline the sales process across your team, minimize human error and save yourself lots of time.

What you’ll learn:
– Get started with automation templates
– Set up custom automation from scratch
– Permissions for templates
– Examples and use-cases

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