Automate Your Pipeline with Workflows

Your pipeline can keep itself up to date. With pipeline actions, your workflow can create cards, update them, and move, archive or delete them, so nobody has to do it by hand. This video shows how to add a Pipeline action and create a card with the details your team needs, from priority and contact to value and lead source. You’ll also see how to update only the fields you want to change, move or archive a card, and delete the card that started the run or one made by an earlier step. Then see it in action with a real estate example, where a card moving to Sold adds the buyer to a Settlements pipeline so the admin team can start on the paperwork straight away.