video1.0<iframe src="https://www.loom.com/embed/788f1907607f424084919ca6fe3e2cdf" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/788f1907607f424084919ca6fe3e2cdf-3e27272cee55f249.gif636.63In this Loom, I walk you through how to automate your pipeline using workflows. I highlight that you already have a fully customisable Sales Pipeline loaded, plus matching workflow templates in Startup Workflows, under Bonus Workflows, Sales Pipeline. Then I cover pipeline triggers, including Opportunity Status Changed, Opportunity Created, Opportunity Changed, Pipeline Stage, and Stale Opportunities, with examples of when to send emails or create notifications and tasks. Action requested, start by going to workflows, create or open a workflow, give it a relevant name, then add a trigger using the opportunities options.