How To Create A Trigger In Pipedrive

How To Create A Trigger In Pipedrive

1. Log In to Pipedrive: Access your Pipedrive account.
2. Go to Settings: Click on the gear icon in the top right corner.
3. Select Workflow Automation: Find the 'Workflow Automation' option in the menu.
4. Click on 'Create Workflow': Start a new automation process.
5. Choose a Trigger: Select the event that will start the workflow.
6. Set Conditions: Define any specific conditions for the trigger.
7. Add Actions: Specify what should happen when the trigger occurs.
8. Name Your Workflow: Give your workflow a clear and descriptive name.
9. Test Your Trigger: Run a test to ensure it works as expected.
10. Activate the Workflow: Turn on the workflow to start using it.