Using the no-code workflow builder, you can automate mundane tasks in Pipedrive, so your team can focus more on strategic activities.
Keep leads engaged from your first contact, with automation. Pipedrive workflow automation increases process efficiency across your organization to achieve massive lead time reduction.
Get things done faster. Automate all your workflow scenarios in Pipedrive with HappyFox workflow automation software. Add multi-stage actions, conditional logic, format data, and do much more.
No more waiting on the development team to write scripts for Pipedrive automation. Using a no-code, drag-and-drop workflow builder, automate your CRM processes in a matter of minutes with minimal effort.
Run workflows spanning across your help desk, Pipedrive, and CRM apps. With a subscription for additional products like "Workflows for Jira", “Workflows for Shopify”, you can expand your cross-product workflow automation capabilities.
Welcome new leads with email automation
Qualify leads with multi-stage approval management
Send renewal reminders and update deals
Extract data from incoming emails from leads, and set custom fields
Create new entities like deal, organization, person, and more objects, in Pipedrive
Update contract status and pipeline stage.
Get input from users through custom forms and trigger subsequent actions
Automatically create new leads from help desk software.
Talk to our Product specialists. Get a one-on-one demo, tailored to your usecases and business needs.