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Pipedrive – View Workflow History

By Pipedrive CRM No Comments

Pipedrive has another new feature!  You can now view workflow history (each instance that a workflow has been triggered) in a single spot.  This makes it easy to keep tabs on existing workflows to ensure things are running smoothly! We frequently check workflow instances in other CRMs while troubleshooting, so it’s a helpful addition to PD.  Read More

Pipedrive – Add a Delay to a Workflow

By Pipedrive CRM No Comments

Pipedrive has added the ability to include a delay in workflow automation, which is incredibly convenient!  This adds a step to a workflow to “pause” it for a certain amount of time.  Now, you can send automated follow-ups or create activities after a certain period of time.  Keep reading to learn how to use this excellent feature. Read More

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