Pipedrive Automation

Owned by Shea Johns (Deactivated)
Aug 04, 2022
1 min read

This guide provides an overview of the SMS Automations that can be configured in Pipedrive.

 

Creating an Automation

 

Trigger an automated SMS when a deal reaches a specific stage.

 

  1. Navigate to More (9), Workflow Automation.

 

2. Select + Workflow, to create a new SMS Automation.

 

 

3.