Automations work behind the scenes on the repetitive tasks — creating records, sending notifications, updating fields — so your team can focus on closing deals.
Before you start: Only admins can create or configure automations.
How Many You Get
Plan Automations
Start
1
Develop
10
Grow
20
Enterprise
100
See the pricing page for current limits.
Create an Automation
- Log in as an admin and click Settings in the lower-left corner.
- Select Other, then click Automations.
- Click + Add automation.
Organize Automations with Folders
Folders keep your automations easy to find — for example, separate folders for Company and People automations.
- Click Manage Automations Folders to add, edit, or delete folders.
- Select a folder when creating a new automation, or drag and drop existing automations into folders on the left.
Note: Deleting a folder moves its automations to the default folder rather than deleting them.
The Two Types of Automation
Data-based — triggered when a record's data is created, updated, or deleted. Example: create a task whenever a new person record is added.
Time-based — triggered by system or custom date fields, firing before, after, or on a specific date. Example: update a custom field one day after a deal's Actual Close Date.
Triggers: the "When"
All system and custom fields can be used as triggers, depending on the record type.
Data-based triggers
Record Fires when Example conditions
Deal
Created, updated, or deleted
Name, owner, amount, custom fields
People
Created, updated, or deleted
Name, owner, title, custom fields
Company
Created, updated, or deleted
Name, owner, website, custom fields
Customer
A company converted to a customer is created or updated
—
Export
An export is run
User
Calendar Item
Postponed, deleted, completed, or created
Many system fields
Activity
Created, updated, or deleted
Title, content, created date, user name
Time-based triggers
Record Dates you can trigger on
Company
Created, imported, updated, next entry due, or custom date fields
Deal
Created, imported, updated, expected close, actual close, or first activity date
People
Created, imported, updated, last activity created, or lead conversion date
Calendar Item
Due date, creation date, start time, or end time
Activity
Creation date
Customer
Created or updated date, or custom fields
Actions: the "Do this"
- Create a task for the record owner or another user.
- Create a deal to get new leads into your pipeline.
- Send a notification by email to specific users or addresses.
- Apply a To-do Template — a series of events applied at once to a person or deal.
- Update Customer Health to track the state of a customer relationship.
- Assign owner to a company record when it's created or updated.
- Update a custom field.
- Move a deal between pipelines using the Update Deal option — move the deal with all its data, or copy it with or without activities.
Frequently Asked Questions
Can I trigger an email to a contact with automations? Not directly — automations send notifications to users. To email contacts, use Email Campaigns.
Why aren't there custom field triggers for calendar items? Calendar items don't have custom fields associated with agenda items.
💡 Tip: Browse Automations Examples for recipes you can copy.
Need help? Contact support at customercare@pipelinecrm.com.
Related: Introduction to Workflows & Automations · Automations Examples · To-do Templates