Here are a few basic examples of how you can use automations to streamline your workflow and keep everyone in the loop about updates in the account.

Whenever a new person (contact or lead) is added to the account, create a task to follow up with the person:

When a recurring deal is won, automatically create a new deal and notify the deal owner:

When a user exports data from the account, notify the user's manager:

Notify Executive users in the account when a qualified deal over $2,500 is created:

If you have any questions about how to set up automations, contact us at customercare@pipelinecrm.com.