Automate the repetitive parts of your sales process — reminders, follow-ups, record updates — so your team can focus on selling.
What You Can Automate
- Task creation — Automatically create a follow-up task when a deal hits a certain stage.
- Field updates — Automatically update a field's value based on a trigger.
- Notifications — Alert a teammate or manager when something needs attention.
- Deal creation — Automatically create a deal to get new leads into your pipeline.
How Many Automations Do You Get?
Automations are available on every plan, with limits that scale as you grow: Start (1 automation), Develop (2 automations), Grow (up to 20 automations).
Where to Set One Up
Automations are managed by an admin from Settings > Other > Automations. See Automations Overview for setup steps and Automations Examples for common recipes to copy.
Need help? Contact support at customercare@pipelinecrm.com.