How Can I Auto Create An Activity In Pipedrive

How to Auto Create an Activity in Pipedrive

1. Log in to Pipedrive: Access your Pipedrive account.
2. Go to Settings: Click on the gear icon for settings.
3. Select Workflow Automation: Find the automation section in settings.
4. Create a New Workflow: Click on the option to create a new workflow.
5. Set Trigger: Choose an event that will trigger the activity.
6. Add Action: Select the action to create an activity.
7. Customize Activity: Fill in details like type, date, and time.
8. Save Workflow: Save your new automation setup.
9. Test the Automation: Run a test to ensure it works correctly.
10. Monitor Activities: Check your activities to confirm they are auto-created.