How To Create A Trigger In Pipedrive

Quick summary

Pipedrive's Automations feature lets you build trigger-based workflows that automatically execute actions when specific conditions are met. This step-by-step guide shows how to create a trigger, define conditions, add actions, and save a complete automation in Pipedrive.

Steps

1. From your Pipedrive dashboard, click the dotted icon to open More options.
2. Select Automations from the top navigation menu.
3. Click the + Automations button to start building a new workflow.
4. You are now inside the Automations page where you can create and modify custom workflows.
5. Select a trigger for your workflow from the options panel on the right side.
6. Click Apply trigger at the bottom right to confirm your trigger selection.
7. Define the conditions your workflow should check for.
8. Select the first parameter for your condition.
9. Select a comparative condition to evaluate against.
10. Select a second parameter to compare with — these work together to determine if the workflow continues or stops.
11. Click Apply condition to confirm your condition settings.
12. Click the (+) icon to add an action step to your workflow.
13. Choose a step type such as the Action option from the available choices.
14. Select the type of action to be performed.
15. Select the subtype of the action.
16. Click Apply to confirm the action type selection.
17. Complete any required input fields for each step and click Next to proceed.
18. Fill out all necessary fields and click Apply action to confirm the action.
19. Click Save to finalize and activate your trigger and associated workflow in Pipedrive.