Automation & workflows — found from sitemap — Pipedrive

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Facts read from this source

• Sequence automations Report an error

  “You can now automatically enroll deals and leads into a sequence using the Automations feature.”

• Automation plan availability Report an error

  “Note: The Automation feature is only available on the Growth plan and higher.”

• Automation triggers Report an error

  “Deal created/updated: deal-specific Lead created/updated: lead-specific Activity updated: action refers to the deal linked to the activity Date trigger: can be used for both leads and deals”

• Sequence action Report an error

  “add an action and select “Add deal/lead to sequence” from the Sequence group.”

• Automation templates Report an error

  “Click the Template tab > Deal, choose either the “Add deals to sequences” or the “Re-engage idle deals using sequences” template”

• Enrollment limit Report an error

  “if you reach 100 items in a sequence, just duplicate it or create a new one to continue enrolling deals and leads.”

• Sequence requirement Report an error

  “You’ll only see sequences that contain at least one step. If you haven‘t created a sequence, you‘ll have to create one before linking it to an automation.”

• Monitoring Report an error

  “You can monitor automatic enrollments both in the Sequence overview tab and in the automation execution history.”

• Activity owner Report an error

  “The activity owner is the user defined in the sequence step.”

• Delegated sending consent Report an error

  “Ensure the user has enabled delegated sending in their account settings.”

• Re enrollment Report an error

  “If you want the item to repeat the sequence, you’ll need to remove it first and then re-enroll it manually or through automation.”