How to create a workflow in Pipedrive and make sure it runs

To create a workflow in Pipedrive, go to the Automations area, start a new workflow, choose the trigger, add any conditions you need, then add one or more actions and save it. To make sure it actually runs, test it with a record that matches the rules and check the automation history or activity log if your account shows one. Before you start, confirm the current menu location, plan limits, and permissions in the official Pipedrive help center, since those details can change.

Prerequisites

• A Pipedrive account with access to automation workflows.
• A plan that includes the automation features you want to use, confirmed in the official Pipedrive help center.
• Permission to create or manage automations in your workspace, also confirmed in the official Pipedrive help center.
• A clear idea of which deal, person, or other record should trigger the workflow and what should happen next.

Steps to create a workflow in Pipedrive

1. Open Pipedrive and go to the Automations area.

In the current interface, this is where Pipedrive stores workflow automation.

2. Start a new workflow.

Choose the option to create a workflow or automation, then pick the type of record you want to work with, such as a deal or a person, if Pipedrive asks you to choose.

3. Select the trigger event.

Pick the event that should start the workflow, such as a record being created or updated. The trigger is the first thing that must happen before the rest of the workflow can run.

4. Add conditions so only the right records continue.

Use conditions to narrow the workflow to the deals or people you actually want to target. For example, you can limit it by pipeline, stage, owner, label, or another field that fits your process. If the conditions are too broad, the workflow may run on records you did not mean to include. If they are too strict, nothing may match.

5. Add one or more actions.

Choose what Pipedrive should do after the trigger and conditions are met. That might be updating a field, creating a follow-up activity, sending an email, or applying another automation action your account supports.

6. Save the workflow.

Review the trigger, conditions, and actions, then save the workflow. If Pipedrive gives you an option to turn it on immediately, use it only after you have checked the setup one more time.

7. Turn the workflow on if it is saved but inactive.

A saved workflow does not always mean it is live. Confirm that the workflow status shows it is active before you rely on it.

How to confirm it worked

1. Test the workflow with a record that matches the trigger and conditions.

Create or update a deal or person so it clearly meets the rules you set. If the workflow is built to react only to future changes, use a new change rather than an old record.

2. Check that the action happened.

Look for the change the workflow should have made, such as a field update, created activity, or other action you set up.

3. Review the automation history or activity log if your account shows one.

If Pipedrive provides a run history, use it to confirm whether the workflow fired and whether it completed successfully. The exact message varies by account and interface version, so use the log as your source of truth.

If nothing happened, go back to the trigger, conditions, and active status in that order.