10 Time-Saving Pipedrive Automations

[@RobertPruitt-q6k]

Love your content Paul! Can I make an automation with Zapier or PIpedrive automations to automatically create a new project after a deal is "won"?? I want to be able to mark a deal as won in the deals panel and then have it automate a new project from my project templates for that business! I hoping it can trigger the right project template based on what "products" I have attached to the deal. Does that make sense?

[@minor-co]

Yes, you could do this with Pipedrive automation. Check out this video: kzbin.info/www/bejne/parSiHmQopZrkK8&pp=ygUScGlwZWRyaXZlIHByb2plY3Rz There's a section at the end showing an automation.

[@bastienpiallier]

Hello, I have a quick request. Do you know how we can unfollow the previous owner of the deal when we change the deal owner automatically? I really need a Way to Stop Auto-Assigning Followers & Bulk Remove Followers.

[@minor-co]

Unfortunately I can't see a way to do this with automation. Seems like it's going to have to be manual I'm afraid.

[@GrantAmbrose]

Why does Faith manually follow up with a TextExpander snippet, instead of having an automated email go out from pipedrive ?

[@minor-co]

Some of the TE snippets we use have fill-ins, dropdown menus and optional sections which Pipedrive templates doesn't support.

[@santocabo]

I am in the comments for this answer. :)

[@MB-sl8pw]

Is there a way to remove the activities for a person if the deal is lost. Right now the activities assigned are still there even if the deal is lost ?!

[@minor-co]

This would be a bit too complex for Pipedrive's automation but you could do this with Zapier.

[@MB-sl8pw]

@@minor-co Thanks for answering but will the activities fire/ still be active even if the deal is lost ,🤔

[@sachinchauhan3563]

@paul Is there any certification programme to a master Pipedrive?

[@minor-co]

You mean my Master Pipedrive program? If you do the program, I'm happy to provide some form of certification to say you've done it 👍

[@sachinchauhan3563]

That sounds like a good idea, as long as I'm able to develop a skill

[@ConstantinValianos-t1z]

where do you edit your templates, and create new ones ? thx

[@minor-co]

The automations you mean? Go to the Automations tab and click the three dots next to the automation to edit it.

[@FelixtheGrape]

Is there a way to create an automation if a Lead gets Converted to a Deal?

[@minor-co]

Unfortunately not at this time. I hope Pipedrive updates this.