PipelineDeals Help Center
Set Up and Use Automations
Grow Automations improves productivity by automating processes that require multiple touches, reducing the steps of traditional sales cycles. For example, when you add a new lead, you can automatically create a series of tasks to streamline follow-up communications. Or you can automatically notify team members every time you close a deal.
How to Set Up Automations
Automations are part of the Grow plan.
Account Administrators can create automations for the account in Account Settings (by clicking either your initials or avatar in the top right hand corner) > Automations.
The following video shows how to create an automation.
Now see an automation in action: