0:441:44Pipedrive Automation Triggers: Event vs Date BasedA 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
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
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
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
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
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
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
0:441:44Pipedrive Automation Triggers: Event vs Date BasedA 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