Pipedrive Automation Triggers: Event vs Date Based

All demos from “Pipedrive Automation: Getting Started Tutorial (2026)”

1. 0:441:44Pipedrive Automation Triggers: Event vs Date BasedCurrentA walkthrough of how to navigate to the automation builder and the difference between event-based triggers (deal updates) and date-based triggers (renewal or custom dates).Pipedrive· Build a cold-email sequence
2. 3:011:44Setting Automation Conditions in PipedriveDemonstrates how to set specific conditions for an automation, such as only triggering when a deal moves to a specific stage and matches a custom 'consulting' deal type.Pipedrive· Sync leads to CRM
3. 4:451:02Using If/Else Branching LogicShows how to use the If/Else feature to create different automation paths based on deal labels like 'Hot', 'Warm', or 'Cold'.Pipedrive· Sync leads to CRM
4. 5:571:58Automating Activity CreationA step-by-step guide on configuring an automated activity, including setting the subject, type, due date, and assigning it to the deal owner.Pipedrive· Sync leads to CRM
5. 8:221:19Automating Follow-up Emails with TemplatesDemonstrates how to add a delay and then automatically send a templated email with open and link tracking enabled.Pipedrive· Build a cold-email sequence
6. 11:321:01Setting Required Fields for AutomationsShows how to use the Data Fields settings to make specific fields mandatory at certain stages to ensure automations have the data they need to run.Pipedrive· Sync leads to CRM
7. 13:080:40Debugging Automations with History ViewWalks through the automation history log to see which paths were taken and identify where errors occurred in a specific run.Pipedrive· Sync leads to CRM
8. Watch “Pipedrive Automation: Getting Started Tutorial (2026)” →

Build a cold-email sequence

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1. 6:062:15Email Synchronization and Visibility SettingsA step-by-step walkthrough of connecting a personal or team email account to Pipedrive, including setting up shared visibility and email signatures.@davame01
2. 1:34:313:25Creating Automated Email SequencesA demo of the 'Sequences' feature to set up multi-step email touchpoints and activities that run automatically when a deal is added to the sequence.@davame01
3. 7:073:46Customizing pipeline stages and win probabilityShows how to edit pipeline stages (Discovery, Proposal, etc.) and set win probabilities for each stage to improve forecasting.@minor-co
4. 36:041:41Email integration and composing messagesShows the native email integration where users can compose and send emails directly from the Pipedrive contact record.@minor-co
5. 4:051:02Customizing Pipeline View and stagesShows how to customize deal stages, move leads through the pipeline, and use visual icons to track relationship health.@crm.central
6. 5:070:53Setting up sales automationsDemonstrates setting up automated triggers, such as sending an email automatically when a deal is moved to a specific stage.@crm.central
7. 3:205:53Creating a sales sequence in PipedriveThe presenter walks through the Pipedrive interface to build a sequence from scratch, including adding email templates, setting wait times, and scheduling follow-up tasks like phone calls.@minor-co
8. 3:593:55Customizing Sales PipelinesShows how to create deals, move them through different pipeline stages, and customize pipeline cards and fields.@thesocialguide7659
9. 9:077:28Creating Email Campaigns and TemplatesWalks through the email campaign builder, including selecting layouts, using the drag-and-drop editor, and adding social links.@thesocialguide7659
10. 15:530:29Using Email Templates in PipedriveDemonstrates the native email integration and how to use pre-written sales templates for consistent follow-up.@minor-co
11. 0:441:44Pipedrive Automation Triggers: Event vs Date BasedCurrentA walkthrough of how to navigate to the automation builder and the difference between event-based triggers (deal updates) and date-based triggers (renewal or custom dates).@minor-co
12. 8:221:19Automating Follow-up Emails with TemplatesDemonstrates how to add a delay and then automatically send a templated email with open and link tracking enabled.@minor-co